1. Start with the Gantt workflow your staff actually follows
Gantt is a census-designated place within Greenville County, South Carolina. That geographic relationship can help you define the service context for a Gantt firm, but it cannot tell you which internal process needs software. The decision belongs in the office: identify who receives a lead, who records it, who checks conflicts, who schedules the next action, and where the matter information is entered again. Bosseo’s public Custom Software page positions the service around a firm’s workflow rather than a generic legal platform. It describes discovery on the actual workflow, scoped design and build, staff onboarding, hosting, maintenance, and post-launch iteration.
Recommended approach
Bring one recurring process to the consultation in plain language. “A staff member retypes consultation details” is more useful than “we need a portal.” Ask Bosseo to map the people, systems, permissions, exceptions, and handoffs before discussing the interface.
