1. Start with the firm’s actual bottleneck
Custom software is most defensible when a repeatable task is important enough to fix but too specific for an off-the-shelf tool. Bosseo’s public description names client status portals, intake tools and internal dashboards, and gives examples such as speed-to-lead tools and referral trackers. For an Evanston firm serving clients in Cook County, define the process rather than treating the city name as a product requirement. Identify who receives a new inquiry, who records it, who checks conflicts, who follows up and where the matter status is stored. The relevant local fact is the firm’s operating geography—not a population estimate used as a proxy for demand.
Recommended approach
Bring one manual process to the consultation in plain language. Describe the people involved, the systems touched, the points where work waits and the decision the software should support. If the problem cannot be stated as a repeatable workflow, keep evaluating before commissioning a build.
