1. Start with the firm’s actual bottleneck
Custom software is most defensible when a repeated manual task is specific enough to describe and observe. Bosseo’s public Custom Software page gives examples such as speed-to-lead tools, client status portals, referral trackers, document intake flows and internal dashboards. Those examples are possibilities, not a promise that every firm needs each one. A Benton Harbor practice should separate work performed for people in the city from work performed elsewhere in Berrien County or Michigan. That distinction can affect which staff members use a tool, which matters belong in its scope and which information should be visible.
Recommended approach
Bring one process to the consultation in plain language: what happens, who performs it, where information is entered, where it waits and what a completed result looks like. Ask Bosseo to determine whether custom software is appropriate or whether an existing product is sufficient.
