1. Start with the firm’s actual bottleneck
Bosseo describes Custom Software as a way to build around a firm’s workflow rather than force the firm into an off-the-shelf product. The public service page gives examples including client portals, intake tools, internal dashboards and referral fee trackers. It also frames the first conversation around describing the problem in plain English rather than preparing a requirements document. For a firm serving Scott township in Columbia County, that makes local service geography an operational question, not a reason to assume a particular product is needed. Review whether inquiries, referrals, documents or status requests arrive through processes that staff can clearly map across the firm’s service area.
Recommended approach
Bring one recurring manual task to the consultation. Describe who performs it, what information they receive, where they re-enter it, what decision follows and what happens when the task is delayed. Ask Bosseo to distinguish a problem suited to a small custom tool from one better handled by software the firm already owns.
