Start with the process, not the platform
A custom build should begin with a specific operational problem. Your team may be entering the same information into more than one system, checking a shared inbox between other tasks, maintaining a referral spreadsheet or answering routine requests for matter updates. These examples describe possible starting points, not a claim about how your Pawtucket firm currently operates. The decision is whether one recurring bottleneck is clear enough to map and evaluate. Because Pawtucket is within Providence County, your review can include the people and systems responsible for work across that exact firm footprint; it should not assume that every Rhode Island office or market has the same process.
Recommended approach
Bring one process to the consultation in plain English. Describe who touches it, where information first arrives, where it is copied, what decision follows and what happens when someone misses a step. Bosseo says a requirements document is not necessary for the initial conversation; the firm can describe the annoyance and Bosseo can help turn it into a scoped build.
