Start with the workflow, not the feature list
A custom build should begin with a process your team can describe in concrete terms. Who receives an inquiry? What information is collected? Where is it entered? Which person decides what happens next? Where does the process stop when a staff member is unavailable? A speed-to-lead tool, internal dashboard, client status portal or referral tracker may be appropriate, but the right choice depends on the bottleneck rather than the label. Bosseo describes Custom Software as a service for tools such as client portals, intake tools and internal dashboards, designed and maintained by the same team behind its other law-firm products.
Recommended approach
Bring one recurring task to the review. Explain the current handoffs, duplicate entry, approvals and exceptions. Do not begin by requesting every possible feature. A narrow first scope is easier to test against actual work.
