1. Start with the firm’s real bottleneck, not a feature list
Off-the-shelf software can leave a firm working around the product. Bosseo’s Custom Software offering is intended for tools such as client portals, intake tools and internal dashboards, with the build centered on the firm’s workflow. A useful first question is concrete: where does someone at the firm still copy, check, chase, retype or explain information by hand? The answer may point to a small tool rather than a large replacement system. The Fruit Cove location should be treated as a defined service geography during review—not as evidence that every resident is a prospective client or that a particular practice area has demand.
Recommended approach
Bring one recurring operational problem to the review. Describe who handles it, what information they need, which systems are involved and what decision the tool should support. Let the scope follow that bottleneck.
