1. Start with the Saginaw workflow, not a feature list
A law firm serving Saginaw may have a process that crosses city boundaries or includes matters elsewhere in Tarrant County. That geographic distinction matters when you describe the problem. “We need software for Saginaw” is not a usable requirement; “we need to route inquiries associated with this service area from the website to the right internal owner” is closer to one. Confirm which office, team, matter types and service areas belong inside the proposed workflow. Bosseo’s public Custom Software page describes discovery around the firm’s actual workflow, a scoped design and build, an early working version, onboarding and continued maintenance. It also identifies examples such as speed-to-lead tools, client status portals, referral trackers and internal dashboards.
Recommended approach
Bring one recurring manual task to the consultation. State who performs it, where the task starts, which systems it touches and what a successful handoff looks like. Keep Saginaw, Tarrant County and any broader Texas service area as separate scope labels rather than treating them as interchangeable.
