1. Start with the bottleneck, not a feature list
A custom project should begin with a process your team can describe in plain English: a lead arrives and waits for review; staff re-enter the same consultation details; clients call for a case update; or a referral record lives in a spreadsheet. Bosseo’s public Custom Software page describes discovery around the firm’s actual workflow, followed by a scoped design and build. It also presents client status portals, speed-to-lead tools, referral trackers, document intake flows, internal dashboards, calculators and integrations as examples of possible builds. For a Cherry Hill practice, the local population figure is context rather than a reason to build. Use your own records to identify which process affects the matters, clients or inquiries your firm actually handles. Ask where work crosses between intake, case management, billing, marketing or staff members, and where a handoff can be missed.
Recommended approach
Bring one recurring manual task to the consultation. Describe who performs it, what information they use, what happens next and what failure looks like. Do not begin by asking for a large platform; first decide whether a small tool addresses the actual constraint.
