1. Start with the Wolfeboro workflow, not the software category
Wolfeboro is a town in Carroll County, not a synonym for every community your firm may serve. That distinction matters when you define the process to improve. A firm serving Wolfeboro may also work across New Hampshire, but the relevant custom-software question is still operational: which task occurs often enough, across the firm’s actual service area, to deserve a dedicated tool? Bosseo describes custom software as a way to build around a firm’s workflow rather than force the firm into an off-the-shelf product. Possible examples on Bosseo’s public page include client portals, intake tools and internal dashboards. Those examples are not a recommendation for your firm until the underlying bottleneck is documented.
Recommended approach
Bring one plainly described problem to the review, such as repeated re-entry, an internal status process or a handoff that depends on someone remembering a step. Ask whether custom software is more appropriate than changing an existing process or buying an off-the-shelf product.
