1. Start with the bottleneck, not a feature list
Custom software is most defensible when the firm can describe a repeated manual task in operational terms. Bosseo’s public Custom Software page gives examples such as client status portals, speed-to-lead tools, referral trackers, document intake flows, internal dashboards, calculators and connections between existing systems. For a Dalhart firm, the relevant boundary may include work associated with Dalhart, Dallam County and Hartley County, but the geography alone does not tell you what should be built. Identify the people performing the task, the matter types affected, the point where work waits, and the decision the tool must support. A small, sharply defined tool may be more suitable than an attempt to replace every system the firm uses.
Recommended approach
Bring one sentence that starts with “Someone at the firm has to manually…” and finish it with the actual task. Ask Bosseo to test whether the problem is better solved with custom software, an existing product or a change in procedure.
