1. Start with the workflow, not a software category
Newtown township is recorded in Delaware County, Pennsylvania, with a 2020–2024 ACS five-year population estimate of 15,260 and a margin of error of 24. That population figure provides geographic context; it does not establish legal demand, lead volume or the need for a particular application. Your firm’s own workflow is more useful for this decision. Identify the task that repeatedly consumes staff attention and describe its current path from beginning to end. A sentence such as “someone at the firm re-enters consultation information in several places” is more actionable than a request for a general platform. Bosseo says its custom work begins with the bottleneck and is designed around the firm’s actual process.
Recommended approach
Bring one concrete recurring task to the consultation. Record who performs it, what starts it, what information is created or copied, where the process stops and what the next person needs. Treat additional ideas as later candidates rather than adding them to the first scope.
