1. Start with the process, not the software category
A custom build should answer a specific operational problem. Bosseo describes examples including client portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators, and connections between existing systems. For a Gilberts firm, the useful local distinction is service geography: Gilberts is a municipality in Kane County, Illinois. If your firm serves clients across that municipality and the wider county, identify where location is recorded, who may view it, and whether it affects routing or reporting. Do not treat the population estimate for Gilberts as proof that a particular legal workflow deserves automation.
Recommended approach
Write down one sentence beginning with “Someone at the firm manually…” Then identify each person who touches the process, every system where information is re-entered, and the point where work waits. If the problem is only a configuration issue in an existing product, custom software may not be the right answer.
