1. Start with the firm’s actual handoff, not a feature list
A custom build should begin with a task your team performs, not with a request for a generic portal or dashboard. Bosseo describes discovery around the firm’s workflow and gives examples including speed-to-lead tools, client status portals, referral trackers, document intake flows, internal dashboards and connections between existing systems. For a firm serving West Ocean City in Worcester County, map the work across the whole service area rather than treating the CDP population estimate as a forecast of cases. Identify who receives an inquiry, who reviews it, what information is recorded, and where the process pauses.
Recommended approach
Bring one sentence that describes the friction: a staff member re-enters information, checks a shared inbox, answers a repeated status question, or maintains a spreadsheet. Ask Bosseo to convert that sentence into a proposed workflow and to explain what the tool would deliberately leave out. A small, clearly bounded build is easier to evaluate than a broad request to replace every system.
