1. Start with the Lakewood workflow, not a feature list
Lakewood city is a municipality in Pierce County, Washington. That geographic fact helps define the service area you may want to discuss on a consultation, but it does not identify your firm’s operational bottleneck. Your staff may work across Lakewood and elsewhere in Pierce County, or may organize work by practice area rather than municipality. Custom software should therefore begin with the task your team performs, the people who perform it, the systems they touch and the point where work stalls. Bosseo describes custom builds for client portals, intake tools, internal dashboards and other tools designed around a firm’s workflow.
Recommended approach
Bring one concrete manual task to the review. Describe what happens when a new matter, referral or client request arrives, without prescribing a solution. Ask whether the problem is better addressed by custom software, an existing product or a change to the current workflow.
