Start with the firm’s real workflow
Bosseo describes Custom Software as software built around the way a law firm works rather than around a generic product. The public service page gives examples including client portals, intake tools and internal dashboards. It also says the engagement begins with describing the bottleneck in plain English rather than preparing a requirements document. For a South Houston firm, the local fact that matters here is geographic scope: South Houston is a municipality in Harris County, not a proxy for every client, household or matter the firm serves. Your workflow review should therefore distinguish the office’s operating process from the locations and matter types it handles.
Recommended approach
Map one process from its first trigger to its final record. Identify who enters information, which fields are authoritative, where a handoff occurs, what staff re-enter, and what a client or attorney needs to see. Keep South Houston service-area questions separate from software requirements unless the firm’s actual workflow depends on them.
