What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page gives examples including client status portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and integrations between existing systems. The appropriate scope depends on your firm’s actual bottleneck and technical environment.
Do we need a requirements document before speaking with Bosseo?+
Bosseo says a firm can describe the annoyance in plain English and that its team will ask questions. You do not need to arrive with a finished technical specification. You should still bring a clear example of the current workflow and the people and systems involved.
Can Bosseo connect the tool to our current systems?+
Bosseo describes connected tools involving websites, intake, dashboards, CRM, case management and marketing systems. Whether a particular connection is available for your firm must be reviewed during scoping. Ask about the required interface, permissions, failure handling and data ownership before treating it as part of the build.
How should our firm evaluate permissions?+
List each user group and decide whether it may view, create, edit, export or delete each information category. Include external users separately from staff. Ask Bosseo to reflect those decisions in the proposed scope and acceptance tests.
What should we ask about hosting and recovery?+
Bosseo states that it hosts and maintains custom tools on dedicated servers and describes monitoring and backups. The public page does not specify every recovery or service-level detail. Ask about backup frequency, restoration testing, retention, incident handling and interruption procedures for the proposed tool.
How will we know whether the build is ready?+
Define acceptance criteria before approval. They should describe the users, inputs, permitted actions, expected outputs, integrations and error handling for the selected process. Bosseo describes reviewing a working version early and refining it with feedback; your firm should decide what must be demonstrated before adoption.