1. Start with the firm’s actual bottleneck
Custom Software is relevant when a repeated operational task does not fit the tools you already use. Bosseo’s published product information describes possible builds such as client portals, intake tools, internal dashboards and tools that connect existing systems. Examples of candidate problems include retyping consultation information, manually routing a new lead, maintaining a referral tracker or answering repeated case-status questions. These are examples of workflows to examine, not evidence that your firm has any particular problem. A useful review should identify who performs the task, where information originates, where it is copied, what waits for human action and what must happen next. The aim is to distinguish a genuine process gap from a preference for a new interface.
Recommended approach
Bring one sentence beginning with “Someone at the firm has to do this manually.” Use that sentence to define the first scope discussion. If the current process is already handled well by an off-the-shelf product, buying that product may be more sensible than commissioning custom software.
