Start with the firm’s real bottleneck
Custom Software should begin with a process, not a feature list. A firm might be re-entering consultation details, maintaining a referral spreadsheet, answering repeated status questions or moving information between systems. The relevant evidence is internal: who performs the work, where it pauses, which information must be retained, and what a successful handoff looks like. Bosseo describes custom builds such as client status portals, intake tools and internal dashboards. The decision is not whether custom software sounds useful; it is whether a specific recurring problem justifies a focused tool.
Recommended approach
Bring one manual process to the review. Describe the current steps, the people involved and the point where work is delayed or duplicated. Ask Bosseo to distinguish a custom-build opportunity from a problem better handled by an existing product.
