Start with the process your firm actually runs
Bosseo describes Custom Software as software built around a firm’s workflow rather than an off-the-shelf product. Its public examples include client portals, intake tools and internal dashboards. For a firm serving Miami Heights from Hamilton County, the relevant question is not whether a tool sounds modern. It is whether the tool removes a specific operational constraint affecting clients or staff across the firm’s actual service area. Separate the location question from the workflow question: Miami Heights identifies where part of your audience is located, while your internal process determines what should be built.
Recommended approach
Bring one recurring bottleneck to the consultation. Describe who handles it, what information is entered, where the process stops, and what the next person needs. Ask Bosseo to distinguish a custom-software problem from a process that should be handled by an existing product or a simple policy change.
