1. Start with the bottleneck, not a feature list
A custom build is easier to evaluate when the problem is stated as a recurring action: staff re-enter information, check several systems, answer routine status questions or maintain a spreadsheet that has become operationally important. Bosseo’s public Custom Software page describes tools such as client status portals, intake tools, internal dashboards and referral fee trackers. It also describes a discovery conversation focused on the firm’s workflow rather than a requirements document available in advance. For a firm serving Friendly and the wider Prince George's County area, separate local service coverage from internal operations. A local address or service area does not determine which process deserves software.
Recommended approach
Bring one manual process to the consultation. Record who performs it, what information is created, where it is copied, which decisions depend on it and what happens when a step is missed. Ask Bosseo to explain whether a custom build is appropriate or whether an existing product is a better fit.
