1. Start with the bottleneck, not a feature list
Custom software is most useful when a recurring task forces your team into workarounds. Bosseo describes builds such as speed-to-lead tools, client status portals, referral trackers, document-intake flows and internal dashboards. The relevant question for a Highland Heights practice is not whether a neighboring firm uses one of these categories. It is whether your staff repeatedly copy information, check several places for the same status or maintain a process that depends on memory. Campbell County is the recorded county relationship for Highland Heights, but that geographic fact does not identify your service area or establish a need for a particular application.
Recommended approach
Bring one concrete sentence to the review: “Someone at the firm has to manually…” Map the people involved, the systems touched, the exceptions and the point at which the process fails. If the problem is already handled well by an off-the-shelf product, say so; custom work should address a defined gap rather than add another login.
