1. Start with the process, not the application
A custom build should answer a specific operational problem. Examples shown on Bosseo’s public Custom Software page include client status portals, intake tools, internal dashboards, referral fee trackers and speed-to-lead tools. The relevant question for a Stratford firm is not whether a tool sounds useful in the abstract. Check whether a repeated process is important enough, distinctive enough or poorly served enough to justify building around your firm’s method. Map the people involved, the information they need, the handoffs and the point at which work is delayed or repeated.
Recommended approach
Describe the bottleneck in plain language before discussing features. For example, identify whether staff re-enter consultation information, answer recurring status questions or maintain a referral record manually. Ask Bosseo to reflect the proposed workflow back to you before you approve a scope.
