Start with the firm’s actual bottleneck
Bosseo describes Custom Software as a way to build around a firm’s workflow rather than force the firm into an off-the-shelf product. Potential build areas include client status portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and tools that connect existing systems. The appropriate choice depends on what your team actually does, where work stops and what information must move next. A Belvedere Park practice should define the geographic scope of its work separately from the software scope: Belvedere Park is a CDP in DeKalb County, not a substitute for a county, judicial circuit or court class.
Recommended approach
Bring one repeated problem to the review. Describe who performs it, what information they use, what happens next and which step requires copying, waiting or checking. Ask Bosseo to confirm whether custom software is appropriate or whether an existing product is the better choice.
