Start with the Kenmore service area, not a generic software brief
Kenmore is a municipality in King County, Washington. That geographic fact defines the service area discussed here; it does not establish demand, case volume, competition or revenue. For a firm serving Kenmore, the first software question is therefore operational: which matters, contacts and service-area records must the tool distinguish? A useful brief should identify whether the workflow covers only Kenmore matters or also work elsewhere in King County and Washington. It should also separate a person’s location, a matter’s location and the firm’s internal assignment. Those definitions affect search, intake, reporting and permissions. Bosseo describes Custom Software as a way to build around a firm’s workflow, including client portals, intake tools and internal dashboards. A consultation can test whether the Kenmore-related distinction belongs in the product or should remain in an existing system.
Recommended approach
Bring a map of the firm’s actual service boundaries and a list of the fields staff use to identify a matter. Ask Bosseo to show how those definitions would appear in the proposed workflow before discussing features.
