1. Start with the firm’s actual bottleneck
Bosseo’s public Custom Software page positions the service around workflow-specific tools rather than a generic legal SaaS product. Examples named on the page include client status portals, intake tools, internal dashboards, speed-to-lead tools and referral trackers. That makes the first question practical: what does your team repeatedly do by hand? A De Soto firm may serve clients whose matters relate to either Johnson County or Leavenworth County, but the county relationship alone does not identify an operational problem. Map the work separately for each practice area and matter type. Look for repeated re-entry, avoidable status requests, manual assignment or an internal record that staff must keep current.
Recommended approach
Bring one bottleneck to the review instead of requesting an all-purpose platform. Describe who performs the work, what starts it, what information is needed, what decision follows and what must happen next. Ask Bosseo to distinguish a custom build from a configuration change, a process change or an existing product.
