1. Start with the workflow, not the software category
Bosseo’s Custom Software page describes tools built around a firm’s workflow, including client portals, intake tools and internal dashboards. That makes the first decision operational: identify where staff repeatedly copy information, check a shared inbox, answer routine status questions or maintain a side spreadsheet. A Redford-serving firm may work with clients in Redford and elsewhere in Wayne County, but geography alone does not tell you which process deserves a build. Your own intake, matter-management and communication practices must supply that answer.
Recommended approach
Bring one specific bottleneck to the consultation. Describe who handles it, what information enters the process, where it moves next and what happens when a step is missed. If the process is already handled reliably by an existing product, keep that product under review rather than forcing a custom build.
