1. Start with the workflow, not the software category
Fruit Heights is a municipality in Davis County with a 2020–2024 ACS 5-year population estimate of 6,023 and a margin of error of 26. That figure describes the city’s recorded population; it does not establish legal demand, lead volume or a reason to buy software. It does provide useful geographic discipline: a firm should define whether the proposed tool serves clients in Fruit Heights city, the wider Davis County area, or another service territory. Those are different operating questions. A status portal, intake router or internal dashboard should be designed around the firm’s actual matters and service area, not around a population number.
Recommended approach
Bring one recurring problem to the consultation in plain language. Examples include re-entering consultation details, manually assigning new inquiries, tracking referral fees or answering repeated status questions. Ask Bosseo to map who performs each step, where information originates, what happens next and where the process stops. Do not approve a build until the intended users and geographic scope are clear.
