1. Start with the firm’s actual workflow
Custom Software is designed around the way a firm works rather than around a generic legal-software menu. A useful review may trace one process from the first inquiry through assignment, follow-up and reporting. For example, the review can identify where information is re-entered, where responsibility becomes unclear and where a staff member must remember a manual step. Bosseo’s published product information identifies client portals, intake tools and internal dashboards as possible types of builds. These are examples of scope, not a promise that every request is appropriate or technically feasible.
Recommended approach
Bring one recurring bottleneck to the review. Describe who performs the work, what information they use, which systems are involved and what a successful outcome must demonstrate. Let the review determine whether custom software is justified or whether an existing product is a better fit.
