1. Start with the bottleneck, not a feature list
Custom software is most useful when a recurring process does not fit the tools already in place. The relevant question is not whether your firm can name an impressive feature. It is whether staff repeatedly retype information, check several systems, answer avoidable status questions, maintain a fragile spreadsheet or route work manually. Bosseo describes custom builds such as client portals, intake tools, internal dashboards and referral trackers. These are examples of possible scopes, not a promise that every requested system is appropriate or immediately available.
Recommended approach
Bring one concrete process to the review. Describe who performs it, what information enters the process, where it pauses, which systems are involved and what a satisfactory result would look like. A small, bounded tool may be more suitable than a broad replacement platform.
