1. Start with the firm’s actual bottleneck
Bosseo’s public Custom Software page describes builds for problems such as manual re-entry, lead routing, client status questions, referral tracking and internal dashboards. It also says the discussion can begin with a plain-English description of the annoyance rather than a formal requirements document. That makes the first question practical: what does someone at your Lumberton office repeatedly do by hand? The local fact matters as scope context, not as proof of demand. Lumberton is a municipality in Hardin County, Texas, with a 2020–2024 ACS 5-year population estimate of 13,963 and a margin of error of 46. That does not establish case volume, search demand or revenue. It does establish the geographic boundary for deciding which office workflow, service area and records belong in the review.
Recommended approach
Bring one recurring task to the consultation. Describe who performs it, what starts it, which systems or files they touch, where it stalls and what a correct result looks like. Prefer a narrow, consequential workflow over a request for a broad platform.
