1. Start with the workflow, not a feature list
Off-the-shelf software is designed for a general market. Your firm may instead have a particular sequence for receiving an inquiry, checking conflicts, assigning responsibility, collecting documents, updating a client or tracking a referral. Custom Software begins with that sequence. Bosseo describes builds such as client portals, intake tools and internal dashboards, but the appropriate tool depends on the bottleneck you can identify and explain. A custom project is not justified merely because a firm serves Hollywood or Broward County.
Recommended approach
List the manual action that causes the most friction. Describe who performs it, what information they use, where the information goes next and what happens when the task is delayed. Bring that description to a review before choosing between custom software, an existing product or a process change.
