1. Start with the bottleneck, not a feature list
Bosseo describes Custom Software as a way to build around a firm’s workflow rather than force the firm into an off-the-shelf product. Its public examples include client portals, intake tools and internal dashboards. It does support a disciplined approach: define the work your firm actually performs before choosing the size of a build. A small firm with a narrow operational problem may need a small tool, not a broad platform.
Recommended approach
Bring one sentence that describes the friction in observable terms, such as “staff re-enter information after an inquiry” or “clients contact us for status updates.” Ask Bosseo to map the current steps, people, systems and handoffs before discussing features. Treat “custom” as a response to a defined problem, not as a reason to replace software that already works.
