1. Start with the bottleneck your Mont Belvieu office can describe clearly
The strongest custom-software candidate is usually a repeated operational task, not a broad wish to “modernize.” Your team may be re-entering consultation details, checking a shared inbox, maintaining a spreadsheet, collecting documents or responding to status requests. Those examples are illustrative; whether any applies to your firm must be established in consultation. Because Mont Belvieu is recorded across Chambers County and Liberty County, define the geographic scope of the workflow before deciding what the tool must display or route. A process serving clients in one municipality may have different assignment, communication or reporting rules from a process covering both counties.
Recommended approach
Write the problem as an observable action: who performs it, what information they use, where it is entered, and what happens next. Bring that description to Bosseo rather than assuming you need a complete requirements document. The decision should be based on the time, risk or interruption created by the current process—not on the city’s population estimate or on an assumption about local demand.
