Start with the workflow, not the software category
Off-the-shelf legal software is designed for a general market. Your firm may still be copying information between systems, maintaining a spreadsheet, routing inquiries manually or answering repeated status questions. Those activities are possible candidates for a focused custom tool, but they are not automatically reasons to build. Bosseo’s published product information describes discovery around the actual bottleneck, followed by scoped design and build. It also states that a firm can be told that custom software is not necessary when an existing product is a better fit.
Recommended approach
Bring one recurring manual process to the review. Describe who performs it, what information they use, where it stalls and what a successful result must show. Ask Bosseo to compare a custom build with an off-the-shelf option before approving scope.
