1. Start with the workflow, not the software category
A custom project should begin with a specific task your team performs, not a general request for “better technology.” Bosseo’s public description focuses on tools such as client portals, intake tools and internal dashboards, with the build shaped around the firm’s workflow. That makes the first decision operational: where does work stall, get copied, wait for a person or become difficult to track? For a Lyman firm serving clients in Spartanburg County, keep the scope explicit. Decide whether the tool is for internal staff, prospective clients, existing clients or referral partners. Do not treat the town’s population estimate as proof that any particular tool is needed. Instead, examine your own process: who touches it, what information is required, where a handoff fails and what a successful result looks like.
Recommended approach
Bring one concrete bottleneck to the consultation. Describe what happens today in plain language, including the people and systems involved. If the problem is broad, narrow it to one workflow that can be reviewed and accepted.
