1. Start with the bottleneck, not the application
A custom build is most useful when a recurring process does not fit the tools your firm already uses. The problem might involve a lead arriving in one place, an employee re-entering information elsewhere, or a client asking for a status update that staff must assemble manually. Bosseo’s public Custom Software page describes client portals, intake tools, internal dashboards, referral trackers, document-intake flows, calculators, and connections between existing systems as possible build categories. The page also says the work begins with describing the bottleneck in plain English rather than preparing a requirements document.
Recommended approach
For a Five Corners practice, define the geographic scope before discussing software: which office, team, matters, and service area belong in the review? Bring one specific manual task to the consultation and describe who performs it, where information starts, where it must go, and what currently goes wrong.
