1. Start with the workflow, not the feature list
A custom build is most useful when your firm can describe a recurring operational problem in concrete terms: staff re-enter information, a status request interrupts casework, or a referral record is difficult to maintain. Bosseo describes custom tools such as client status portals, intake tools and internal dashboards, and says its team begins by mapping the firm’s bottleneck. Tiverton’s relationship to Newport County matters here because your service area and reporting boundaries should be explicit. A tool should distinguish the matters your firm handles in Tiverton from matters elsewhere if that distinction affects routing, reporting or access. The local population estimate does not tell you which workflow is costly; your own records and staff experience must answer that question.
Recommended approach
Write down the current process from the first trigger to the final handoff. Identify who performs each step, which system holds the authoritative record, where information is copied, and what a successful completion looks like. Ask Bosseo to show how the proposed tool would remove or consolidate steps rather than simply add another login.