1. Start with the workflow, not the feature list
A custom build should begin with a process your staff can describe clearly. Examples include a lead moving from an inquiry to an assigned follow-up, a client requesting a status update, or a referral being recorded and reviewed. Bosseo describes custom tools such as client portals, intake tools and internal dashboards. The service is intended for a firm’s actual workflow, rather than a generic collection of features. That distinction matters when your existing tools each handle part of a process but leave manual work between them.
Recommended approach
Bring one recurring bottleneck to the review. Describe who handles it, what information they use, where the process pauses, and what a satisfactory result would look like. Do not begin by asking for a large platform. Ask whether a bounded tool can remove a defined manual step.
