1. Start with the workflow, not the software category
A location name does not tell you which tool your firm needs. A White Settlement practice may serve matters across Tarrant County or elsewhere in Texas, so the first decision is not whether the software is “local.” It is whether a repeated internal process is clear enough to design. Bosseo describes beginning with the bottleneck in plain English and designing around how the firm actually works. That makes the consultation a fit assessment rather than a product-selection exercise. Describe who receives the information, who checks it, which decision follows, and where work is repeated or delayed. Separate an inconvenience from a control that protects client information or prevents a missed task.
Recommended approach
Bring one process to the consultation. Explain its current handoffs, the people responsible for each action, the information required, and the point at which the process is considered complete. Ask Bosseo to state whether a custom tool is justified or whether an existing product is sufficient.
