Start with the process your firm can describe
Custom software works best when the problem is concrete: staff re-enter information, a status update requires several interruptions, or a referral record lives in a spreadsheet that only one person understands. Bosseo describes builds such as client portals, intake tools and internal dashboards, and says its team begins by mapping the bottleneck before designing the tool. For a firm serving Laurel Bay and the wider Beaufort County area, do not treat the place name as a product specification. Identify the users, the work they perform and the point at which a matter moves from one stage to another.
Recommended approach
Bring one recurring process to the consultation. Describe what happens now, who performs each action, which record is authoritative and what a successful result would look like. If the issue is too broad to explain in one workflow, narrow the first scope rather than asking for a general platform.
