1. Start with the workflow, not the feature list
Bosseo’s public Custom Software page says the process begins with the firm describing a bottleneck in plain English, followed by design, an early working version, feedback and ongoing maintenance. That framing matters for a Woods Cross firm because the relevant operating area may extend beyond the city itself while still being managed from one office. Do not treat the city name as a software requirement. Map the actual work: where a prospective client enters, who reviews the information, what creates a matter, and where the file moves next. A firm should also distinguish a local intake question from a Davis County or broader Utah service-area rule. Those are different data fields and should not be collapsed into one location label.
Recommended approach
Write one sentence describing the manual bottleneck, then document the current steps without proposing a solution. Ask whether the problem is frequent enough, consequential enough and stable enough to justify a build. Ask Bosseo to show how the proposed tool would fit the existing workflow rather than asking for a generic legal platform.
