1. Start with the bottleneck, not a feature list
Bosseo describes Custom Software as a way to turn a firm’s stated bottleneck into a tool. Its public examples include client status portals, intake tools, internal dashboards, referral fee trackers and speed-to-lead tools. For a Kingston firm, the useful local distinction is not a claim about the broader market; it is the firm’s actual operating footprint in Plymouth County and Massachusetts. Map where staff work, which matters are handled remotely or in person, and which steps are repeated regardless of location. Then ask whether the problem is substantial enough to justify a custom build rather than a configuration change or an off-the-shelf product.
Recommended approach
Write the problem as an observable action: “A staff member re-enters consultation information” or “A client asks for a status update that staff must look up.” Count the steps internally, identify who owns each handoff, and bring that description to the consultation. Do not begin by requesting a collection of features.
