1. Start with the Midway workflow, not a feature list
A local population estimate cannot tell you whether custom software is appropriate for your firm. The stronger starting point is a recurring operational problem inside your Midway practice: a lead waits in an inbox, staff re-enter consultation details, a referral is tracked in a spreadsheet or clients call for updates. Bosseo says its team begins by mapping the bottleneck and designing around how the firm actually works. That makes the first conversation about people, handoffs and decisions rather than a catalog of generic legal software features.
Recommended approach
Bring one process that someone at the firm performs manually. Describe who starts it, what information enters the process, where it is copied, who approves the next step and what happens when a task is missed. Ask Bosseo to distinguish a genuine custom-software need from a problem better handled by an existing product or a workflow change.
