1. Start with the firm’s actual bottleneck
Bosseo’s public Custom Software page positions the service around problems such as retyping information between systems, repeated status calls, referral tracking, document collection and leads waiting in a shared inbox. Those examples are useful because they begin with work your team already performs rather than with a list of fashionable features. A Sunset Hills firm should describe the process as it operates across St. Louis County and Missouri matters, if that is how the firm works, rather than treating the city name as a product requirement. Identify the person who starts the process, each handoff, the records created and the point where work stalls. A tool can be custom without being large.
Recommended approach
Bring one sentence beginning with “Someone at the firm has to manually…” to the consultation. Ask Bosseo to turn that sentence into a defined problem, proposed users, required records and a decision about whether custom software is appropriate. If an existing product already addresses the problem adequately, buying or configuring that product may be the better choice.
