1. Start with the bottleneck, not a feature list
A useful custom-software conversation begins with a sentence such as “someone at the firm has to manually…” The unfinished sentence might describe retyping consultation information, assigning follow-up work or answering recurring case-status questions. Bosseo’s public Custom Software page describes client portals, intake tools, internal dashboards, speed-to-lead tools and referral trackers as examples of possible builds. Those examples are not a recommendation for your firm. Your Randallstown service area should instead help you identify which matters, inquiries or referrals belong in the workflow and which do not. Because Randallstown is recorded as a CDP within Baltimore County, clarify whether your process covers only Randallstown matters or a broader Maryland practice before defining records and permissions.
Recommended approach
Bring one recurring manual task to the consultation. Describe who performs it, what information enters the process, where it is re-entered, what decision follows and what happens when the task is missed. Ask Bosseo to state whether custom software is appropriate or whether an existing tool is sufficient.
