Start with the workflow, not the software category
Custom software is easier to evaluate when the starting point is a concrete task. Your team may be entering the same information more than once, checking a shared inbox manually, answering recurring status questions or maintaining a spreadsheet that has become operationally important. Bosseo describes custom builds such as client portals, intake tools and internal dashboards, but the public service description does not establish that every requested system, integration or legal workflow will be supported. Your consultation should therefore begin with the actual sequence of work in your Grosse Pointe practice, not with a predetermined feature list.
Recommended approach
Bring one process from intake through completion. Record who performs each step, what information they use, where the information is stored and where a handoff can fail. Ask whether a small tool would solve the bottleneck or whether an existing product is sufficient.
