1. Start with the workflow, not the software category
A custom build should begin with a process your staff can describe in concrete terms. Examples include entering the same intake information more than once, tracking referrals in a spreadsheet, answering repeated status questions or routing new inquiries from a shared inbox. Bosseo’s public Custom Software page describes tools such as client status portals, speed-to-lead tools, referral trackers, document intake flows and internal dashboards. Those examples are possibilities, not a prediction of what your firm needs. A Socorro practice may serve people within Socorro County while also handling matters elsewhere in New Mexico; the software should reflect your actual service area and matter flow rather than assume that city and county records are interchangeable.
Recommended approach
Bring one recurring bottleneck to the consultation. Describe who performs each step, which system holds the information, where a handoff fails and what the team does next. Ask whether a small tool, an existing Bosseo product or no new software is the better answer.
