1. Start with the firm’s actual bottleneck
A custom build should begin with a process, not a feature list. Bosseo’s public Custom Software page gives examples such as speed-to-lead tools, client status portals, referral trackers, document intake flows, internal dashboards and calculators. Those examples are not a recommendation that every Huntington Woods firm needs each tool. They are useful prompts for describing the work your team already performs. Does someone copy the same information between systems? Do staff answer status questions that could be handled through a controlled view? Does a shared inbox make ownership unclear? A small municipality in Oakland County does not determine which problem matters inside your practice. Your own workflow does.
Recommended approach
Before discussing screens or automation, document one recurring task from start to finish. Record who begins it, what information enters, where it is re-entered, who approves the next action and what happens when the assigned person is unavailable. Bring that description to Bosseo and ask whether custom software is appropriate or whether an existing product is a better fit.
