Start with the Fairfax County workflow, not a feature list
A firm serving Burke Centre may have work distributed across attorneys, paralegals, intake staff and outside referral relationships. The local population record establishes Burke Centre’s relationship to Fairfax County, but it does not establish how your firm operates or which system should be replaced. Bosseo’s public Custom Software page describes discovery on the firm’s actual workflow, followed by a scoped design and build. That makes the first decision operational: identify a repeated handoff, delay or duplicate entry that can be described in plain English.
Recommended approach
Bring one concrete process to the consultation. Record who starts it, which information is entered, where it is checked, who owns the next action and what happens when a person is unavailable. Ask Bosseo to return that process as a proposed scope with explicit exclusions, decision owners and acceptance criteria. Do not approve a build merely because it sounds useful; approve the smallest tool that addresses a documented bottleneck.
