1. Start with the bottleneck, not a feature list
Custom software is a poor answer to an undefined problem. A stronger starting point is a sentence such as “someone at the firm manually re-enters this information” or “staff repeatedly answer the same status question.” Bosseo’s public Custom Software page describes tools such as client portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and integrations between systems. Those examples do not establish that every proposed build is appropriate for your firm; they show the kinds of operational problems worth examining. That geographic fact identifies the local service context, but it does not prove demand, case volume, competition or revenue.
Recommended approach
Write down one process that consumes staff attention. Record who performs it, which systems are touched, where the delay or error occurs, and what a successful replacement would allow the person to do instead.
