1. Start with the process, not the product
The strongest custom-software brief usually begins with a sentence such as “someone at the firm has to do this by hand.” That might describe intake information being re-entered, matter status being communicated repeatedly, or an internal dashboard assembled from several sources. Bosseo’s public Custom Software page describes discovery around the firm’s actual workflow, scoped design and build, an early working version, onboarding and ongoing maintenance. Those capabilities make workflow mapping more important than choosing a screen or feature list first.
Recommended approach
Document one process from trigger to completion. Identify who starts it, what information enters the process, where it is copied, who approves the next step and what happens when something is missing. A Kingsport firm should also note whether the process serves only the city or routinely involves matters and contacts associated with Hawkins County and Sullivan County. That geographic distinction can affect labels, routing and reporting without proving that any particular legal demand exists.
