1. Start with the process that breaks, not a feature list
A law firm serving College Place and Walla Walla County may have a process that staff understand but software does not. A consultation may be entered more than once. A status request may require someone to check several places. A referral record may live in a spreadsheet because the existing system does not reflect the firm’s practice. Those are workflow observations to examine, not claims about your firm. Bosseo describes custom software for law firms as tools built around the firm’s workflow, including client portals, intake tools and internal dashboards. The first decision is whether the recurring problem is specific enough to define and important enough to address.
Recommended approach
Bring one sentence that describes the manual task. Then identify who performs it, what information they need, where the task pauses and what a completed result must contain. Do not start by selecting features. Start by deciding what the software must change.
