1. Start with the process, not the application
A custom project should begin with the work your team performs today. Bosseo’s public Custom Software page describes a discovery conversation about the bottleneck, the people involved and where the process stalls. Examples include a client status portal, a speed-to-lead tool, a referral tracker, a document-intake flow or an internal dashboard. For a Keokuk firm serving clients in Lee County, map the actual service area and workflow rather than treating the city’s population as evidence that a particular tool is needed. A process that is clear in one office may become ambiguous when matters, referrals or documents arrive from different places.
Recommended approach
Bring one manual task to the consultation. Identify who starts it, what information they enter, which decisions follow, where duplicate entry occurs and what a completed result looks like. Ask Bosseo to distinguish a genuine custom-software need from a problem better solved by an existing product or a workflow change.
