1. Start with the bottleneck, not a feature list
Bosseo’s public Custom Software page positions the service around a firm’s way of working and gives examples such as client status portals, intake tools and internal dashboards. That framing matters for a Long Grove practice because the village’s population estimate is a geographic reference, not proof that any particular operational problem exists. Your first review should therefore inventory actual work performed by your team: where an inquiry arrives, how information is entered, when a client receives an update, and which steps are repeated. A request such as “we retype information” is more useful than a request for an app with unspecified features.
Recommended approach
Bring one recurring task to the consultation. Record the people involved, the systems or files they use, the handoffs, the points where work waits, and the consequence of an error. Ask whether a small tool would remove a defined step or whether an existing product already solves the problem.
