1. Start with the bottleneck, not a feature list
Bosseo describes Custom Software as a way to build around the way a firm works rather than forcing the firm into an off-the-shelf workflow. Its public examples include client status portals, intake tools, internal dashboards, referral fee trackers and speed-to-lead tools. For a West University Place practice, the relevant geography is the city and its relationship to Harris County—not a claim about a larger service area. Begin by identifying the process used for matters connected to the firm’s actual service territory. A city label alone does not tell you whether the process is worth automating.
Recommended approach
Write down one recurring sentence that begins, “Someone at the firm has to manually…” Then document who performs the task, which systems they touch, what information is created, and what decision depends on it. Ask Bosseo to test that bottleneck against a small custom tool before discussing a broad platform.
