Start with the firm’s real bottleneck
The strongest custom-software candidate is a repeated manual process that creates avoidable handoffs. Bosseo describes examples such as client status portals, intake tools, internal dashboards and referral-fee trackers. The decision is not whether custom software sounds modern. It is whether one defined workflow is important enough to justify a purpose-built tool. Because Lisbon’s 2020–2024 ACS population estimate is 9,750, with a margin of error of 38, the town is a defined municipal geography—not proof of your firm’s caseload, staffing or operational complexity. Use your own records to identify the process that matters.
Recommended approach
Bring one sentence to the consultation: “Someone at the firm has to manually…” Complete it with the task, the people involved, the systems touched and the point at which work stalls. Ask whether a small tool would remove the bottleneck or whether an existing product already solves it.
