Start with the process, not the application
A custom build should begin with a specific problem inside your practice. That might be a repeated handoff, a status-update process, an internal dashboard, a client portal or another task your team currently handles outside a suitable tool. Bosseo describes Custom Software as software built around a firm’s workflow rather than an off-the-shelf product that only partly fits. The public service description also identifies client portals, intake tools and internal dashboards as examples of possible builds. Edison’s relationship to Middlesex County is useful when you inventory how your firm labels matters, offices, service areas or referral relationships. It does not establish that a particular workflow is common locally.
Recommended approach
Bring one recurring operational bottleneck to the consultation. Describe who performs it, what information they need, what gets entered more than once and what a satisfactory result would look like. Keep the initial scope tied to that process rather than starting with a broad request for a complete practice-management replacement.
