1. Start with the process, not the platform
Bosseo describes Custom Software as software built around a firm’s workflow rather than an off-the-shelf product that nearly fits. Its public examples include client status portals, intake tools, internal dashboards, referral trackers, document-intake flows, calculators and connections between existing systems. For a Braidwood practice, the local population figure is a boundary-setting fact, not a demand forecast. It can help you distinguish a tool intended for work within Braidwood city from one intended for matters handled across Grundy County, Will County or Illinois. The decision should follow the actual process: who receives the information, where it is entered, which handoff fails and what a completed task means.
Recommended approach
Bring one recurring manual task to the consultation. Describe the trigger, people involved, systems touched, exceptions and desired result. Ask Bosseo to explain whether custom software is appropriate or whether an existing product is a better answer.
