1. Start with the firm’s actual bottleneck
Custom software is most useful when a recurring operational problem is clear enough to describe but poorly served by an off-the-shelf tool. A useful starting sentence is: “Someone at the firm has to do this manually.” That may involve copying an inquiry into more than one system, checking a shared inbox, answering repeated status questions or maintaining a referral spreadsheet. The build should address the process rather than add an oversized platform.
Recommended approach
List the manual steps, the people who perform them, the systems they touch and the point where work stalls. Ask whether removing one bottleneck would matter more than purchasing a broad application with features your team will not use.
