Start with the bottleneck, not a feature list
Custom Software is relevant when a recurring process does not fit the tools your firm already uses. Examples may include re-entering intake information, routing a new inquiry, tracking a referral obligation, collecting documents or answering repeated status questions. These are examples of problems to investigate, not claims about your firm. Bosseo’s published product information describes client portals, intake tools, internal dashboards and other workflow-specific builds. The first decision is whether the problem is specific, repeated and important enough to warrant a tailored tool.
Recommended approach
Write down one process in plain language: who starts it, what information they handle, where it stalls, which systems are touched and what a satisfactory result would look like. Bring that description to a review rather than beginning with a request for an app.
