Start with the bottleneck, not a feature list
Bosseo describes Custom Software as a way to build around the way your firm works rather than force the firm into an off-the-shelf workflow. The public product page gives examples including client portals, intake tools, internal dashboards, referral trackers and connections between systems. That is a better starting point than selecting a platform because it has a long feature list. For a firm serving Bryn Mawr-Skyway, first identify which office process applies to matters connected with this CDP and the wider King County service area. The place name defines the review context; it does not tell you which process is inefficient.
Recommended approach
Bring one recurring sentence to the consultation: “Someone at the firm has to manually…” Complete it with a real task, such as copying an inquiry into another system or answering repeated status questions. Ask Bosseo to determine whether custom software is appropriate or whether an existing product already fits.
