1. Start with the firm’s process, not a feature list
A custom build is relevant when your staff repeatedly works around software that almost fits. Bosseo describes examples such as client portals, intake tools and internal dashboards, and says the engagement begins with the bottleneck in plain English. That matters for a law firm serving Arlington Heights in Cook County: the municipality’s 2020–2024 ACS five-year population estimate is 76,005, but that figure is not evidence of legal demand, lead volume or the need for a particular application. Your operational facts are more useful here. Identify where a member of your team re-enters information, checks several places for the same status or answers a question that a well-designed internal process could address.
Recommended approach
List the steps your staff performs for one representative matter. Mark every handoff, duplicate entry, manual reminder and permission decision. Use that map—not local population—to decide whether a narrowly scoped tool deserves review.
