1. Start with the firm’s actual bottleneck
Custom software is most defensible when a repeated task creates avoidable handoffs. Examples include entering the same intake information in more than one place, checking a shared inbox for urgent inquiries, maintaining a referral spreadsheet, or answering recurring status questions. These are examples of problems to investigate, not claims about your firm. Bosseo’s published product information describes custom builds such as client portals, intake tools, internal dashboards, referral trackers, document-intake flows, calculators, and integrations between existing systems. The relevant Fuller Heights decision is therefore operational rather than demographic: document what staff do, how often the task occurs, where it pauses, and which person is responsible for the next action.
Recommended approach
Bring one concrete sentence to the review: “Our team manually does ___.” Trace that task from its trigger to its final record before discussing features.
