1. Start with the Lafayette workflow, not a feature list
A local firm may serve Lafayette, Macon County and clients elsewhere in Tennessee. Those are different geographic scopes, and the software should reflect the firm’s actual intake, matter and communication boundaries rather than assume that every contact belongs to one locality. Bosseo’s public Custom Software page describes discovery around the firm’s workflow and examples such as client status portals, intake tools and internal dashboards. The useful first question is specific: where does work stall, who touches it, and what information must move next?
Recommended approach
Bring one recurring annoyance to the review. Describe the handoffs, exceptions and people involved. Ask Bosseo to distinguish a genuine custom-software need from a process that could be handled by an existing product or a clearer procedure.
