1. Start with the bottleneck, not the software category
Custom software is most useful when a recurring process does not fit the tools your firm already uses. The problem may involve intake, handoffs, client communication, referral tracking, document collection or internal reporting. The important question is concrete: what does someone at the firm still do manually, and where does that work stall or get repeated? A custom build can be considered when the workaround has become part of daily operations. It should not be treated as the automatic answer to every software problem.
Recommended approach
Write down one process from beginning to end. Identify who starts it, what information is collected, where it is entered, who must act next, and how the firm knows the task is complete. Bring that description to a Bosseo review. The discussion can also conclude that an off-the-shelf product is sufficient.
