1. Start with the workflow, not the software category
A custom build should begin with a specific sentence such as “a staff member re-enters every consultation” or “clients call for updates that the team already tracks elsewhere.” Bosseo describes custom software for client portals, intake tools and internal dashboards, and says its process starts with mapping the firm’s bottleneck rather than requiring you to arrive with a technical specification. For a firm serving Powell and the wider Knox County relationship recorded for Powell CDP, separate geography from operations. Identify which matters are handled by your team, where the staff member performing the task is located, and whether the process serves clients in Powell, elsewhere in Knox County or beyond. Do not treat the population estimate for Powell as proof that a particular workflow is needed. Your own intake, matter and staff records should answer that question.
Recommended approach
Bring one recurring process to the consultation. Describe who performs it, what starts it, which records are touched, where it stalls and what a completed result looks like. Ask Bosseo to confirm whether custom software is appropriate or whether an existing tool is sufficient.
