What kinds of custom software can Bosseo discuss with a Kodiak law firm?+
Bosseo’s public Custom Software page lists examples including client status portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and connections between existing systems. The appropriate scope depends on your workflow and a review of the systems involved.
Do we need a technical requirements document before contacting Bosseo?+
Bosseo says you can begin by describing the bottleneck in plain language rather than preparing a formal specification. You should still be ready to explain the current workflow, users, systems, information involved and desired result so the scope can be evaluated.
Can Bosseo connect a custom tool to our existing systems?+
Bosseo’s page describes connections with a firm’s website, intake and dashboard and gives examples involving CRM, case-management, billing and conflict-check workflows. Whether a particular connection is possible requires review of the systems, permissions, data and technical access involved.
How should our firm evaluate permissions and confidential information?+
Ask for a proposed permission model, access boundaries, record handling, export and deletion behavior, backups, recovery and offboarding. Do not assume a specific security control or recovery commitment until it is stated in the scope for your project.
Will custom software improve our marketing or generate more cases?+
No outcome should be assumed. Bosseo describes connections among custom software, intake, marketing and reporting, but software fit does not establish search visibility, demand, leads, cases or revenue. Evaluate operational measures that your firm can observe and define.
How do we know whether custom software is worth considering?+
Compare the cost and risk of the current bottleneck with the proposed scope. Custom software may merit review when a process repeatedly creates manual work and existing tools do not fit. It may not be appropriate when an available product already meets the requirement or when the workflow is not stable enough to define.