1. Start with the process, not the application
A Bethany firm may serve matters within the town while also working across the South Central Connecticut Planning Region or elsewhere in Connecticut. Geography alone does not identify an appropriate software project. The practical starting point is the work your team repeats regardless of where a matter originates: receiving an inquiry, recording a consultation, requesting documents, updating a client or tracking a referral. Bosseo describes Custom Software as a way to build around the firm’s workflow, including client portals, intake tools and internal dashboards. That makes the first review a process review rather than a decision about a named product.
Recommended approach
Bring one concrete bottleneck to the consultation. Describe who performs the work, what information enters the process, where it is re-entered, who needs access and what happens when a step is missed. Ask Bosseo to distinguish a custom build from a configuration change, an automation, or an existing product that may already solve the problem.
