1. Start with the bottleneck, not a feature list
Bosseo describes Custom Software as a way to build around the way a law firm works rather than forcing the firm into an off-the-shelf workflow. Its public examples include client status portals, intake tools, internal dashboards and referral fee trackers. For an Ash firm, the relevant local fact is the firm’s service relationship to Ash township in Monroe County—not the township’s population estimate by itself. A local office may serve people beyond Ash, while an Ash-serving firm may operate from elsewhere in Michigan. That makes workflow evidence more useful than treating the population figure as proof that a particular application is needed. Review which repeated task affects your team regardless of where a client lives.
Recommended approach
Bring one sentence to the consultation that starts with “someone at the firm has to manually…” Then identify who performs the task, what information they handle, where the process pauses and what a successful result would look like. If the task is not sufficiently costly, repetitive or error-prone, keep the existing process or consider an off-the-shelf product instead.
