1. Start with the firm’s actual workflow—not a feature list
Bosseo describes Custom Software as software built around a firm’s workflow rather than an off-the-shelf product. Its public examples include client portals, intake tools and internal dashboards. The service page also describes discovery on the firm’s workflow, scoped design and build, an early working version, onboarding and ongoing maintenance. Mukwonago is recorded as a municipal town in Waukesha County, with a 2020–2024 ACS five-year population estimate of 7,792 and a margin of error of 22. That geographic fact identifies the community and county relationship; it does not establish software demand or a particular operational problem.
Recommended approach
Bring one process that staff can describe precisely. For example, review how a new inquiry moves from receipt to assignment, how a client receives a status update, or how a referral is recorded. Treat each as a question for evaluation, not as proof that a build is needed. Ask Bosseo to map the people, systems, decisions and handoffs involved before discussing features.
