1. Start with the bottleneck, not a feature list
Custom software is most defensible when your team repeatedly performs a manual task that generic software does not handle well. The relevant question is concrete: where does a matter, lead, document or status update stop moving? A firm might discover that staff copy information between systems, assign inquiries by hand, maintain a referral spreadsheet or answer routine status questions from several sources. Those are possible review areas, not claims about your firm. Bosseo’s Bosseo’s published product information describes custom builds such as client portals, intake tools, internal dashboards, referral trackers and integrations. The appropriate scope depends on your workflow.
Recommended approach
Bring one recurring task to the review. Describe who performs it, what information they need, which systems they touch and what happens when the task is delayed or missed. If the problem is not specific enough to observe and measure, it is not ready to become a custom build.
