1. Start with the firm’s actual bottleneck
Custom software should begin with a repeated task, not a preferred technology. Bosseo’s public description names examples such as client portals, intake tools, internal dashboards, referral trackers and tools that connect existing systems. A firm serving Lexington Park and St. Mary’s County should identify the process that affects its own consultations, matters, referrals or client communications. That might be a handoff that depends on one person, a spreadsheet that must be updated in several places, or a status question that repeatedly reaches staff. None of those possibilities should be treated as a fact about your firm until you confirm it.
Recommended approach
Bring one concrete sentence to the consultation: “Someone at the firm has to manually…” Then document who performs the task, what starts it, what information is entered, where the process stops and what a successful result would look like. If the task is infrequent or already works reliably, custom software may not be justified.
