1. Start with the firm’s actual bottleneck
Custom software is most useful when a recurring process does not fit the tools already in place. The relevant evidence is inside your operation: repeated re-entry, a shared inbox that requires manual monitoring, status questions that interrupt staff, referral information held in spreadsheets, or an intake process that does not cleanly pass information to the next team. Bosseo describes custom builds such as speed-to-lead tools, client status portals, referral trackers, document-intake flows and internal dashboards. These are examples of possible scopes, not a promise that every request is suitable or that a particular result will follow.
Recommended approach
Bring one plainly worded bottleneck to the review. Describe who touches it, where information is entered, where it stalls and what a successful working version must do. If an existing product already solves the problem adequately, buying or configuring that product may be more appropriate than commissioning a custom build.
