Start with the process your Peach Bottom office actually follows
A custom-software discussion should begin with a concrete task. You may have staff re-entering consultation details, checking a shared inbox, updating a matter status or moving information between systems. Bosseo’s public Custom Software page describes tools built around law-firm workflows, including client portals, intake tools and internal dashboards. It also describes a process that begins with the firm explaining its bottleneck in plain English before the team scopes and builds a tool.
Recommended approach
Bring one repeatable process to the review. Describe who performs it, what information they need, where the process pauses and what must happen next. Because Peach Bottom is a township in York County rather than a broader geographic category, identify whether the workflow serves only that office, the whole York County practice or clients across Pennsylvania. That boundary can affect permissions, routing and acceptance criteria.
