Start with the firm’s actual bottleneck
Bosseo describes Custom Software as a way to build around a firm’s workflow rather than forcing the firm into an off-the-shelf product. Its public page gives examples such as client status portals, intake tools and internal dashboards. For a Pleasant Hills practice, the borough’s relationship to Allegheny County helps define the service area that may appear in your operational records, but it does not identify a particular workflow or prove that customization is necessary. Your own team must identify the repeated task: perhaps information is re-entered, a handoff is difficult to track or staff cannot see the same status. Those are review questions, not assumed conditions.
Recommended approach
Bring one specific recurring task to the consultation. Describe who performs it, what information enters the process, where it waits, which systems are involved and what a satisfactory result would look like. Ask Bosseo to explain whether custom software is warranted or whether an existing tool is sufficient.
