1. Decide whether the problem belongs in custom software
Custom software is most defensible when a recurring manual process remains important after ordinary workflow improvements. The Bosseo page describes builds around client portals, intake tools, internal dashboards, referral tracking and speed-to-lead work. It also says firms can begin by describing the bottleneck in plain English rather than writing a requirements document. That lowers the barrier to an initial review, but it does not remove the need to define the problem precisely. A Suitland firm serving clients across Prince George’s County should distinguish the geographic label from the operational issue: the issue might affect a downtown office, a remote intake team, or a process used across the firm. The location alone does not tell you which tool is appropriate.
Recommended approach
Write one sentence beginning with the task a staff member performs manually. Then record who performs it, when it occurs, what information is entered, where the process stops, and what a satisfactory result would look like. Ask Bosseo to explain why a custom tool is preferable to an existing product or a process change. Treat “custom” as a decision to test, not an automatic recommendation.
