1. Start with the workflow your firm actually uses
Bosseo describes Custom Software as a service for tools built around a firm’s workflow, including client portals, intake tools and internal dashboards. The public service page also describes discovery on the firm’s actual workflow, scoped design and build, early working versions, onboarding and post-launch iteration. That makes the first decision operational rather than geographic: where does your team still copy, check, re-enter or explain information by hand?
Recommended approach
Write down one process from the first event to the final handoff. Include who performs each action, which information is entered, which decision is made and where the process can stop. A Two Rivers firm serving clients in Manitowoc County should also specify whether the workflow is local to one office, shared across locations or used by people outside the firm. That geographic relationship affects permissions and ownership questions, but it does not establish demand or case volume.
