What kinds of custom software does Bosseo describe for law firms?+
Bosseo describes client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows, calculators and connections between systems as examples. Whether a particular idea is suitable requires a review of your workflow and technology.
Do we need a requirements document before speaking with Bosseo?+
Bosseo says you can begin by describing the bottleneck in plain English. You should still bring the process steps, users, systems, data concerns and desired acceptance tests so the discussion can become specific.
Can Bosseo connect the tool to our existing systems?+
Bosseo’s public page describes connections with a firm’s website, intake and dashboard and gives broader examples involving CRM, case-management, billing and conflict-check workflows. Ask for a technical review of your actual systems; no particular integration should be assumed.
Who hosts and maintains the software?+
Bosseo states that it hosts, monitors, maintains and backs up the tools it operates on its managed infrastructure. Ask about your proposed build’s access, backup scope, restoration process, retention and maintenance responsibilities.
How should our firm evaluate security and permissions?+
Start with user roles and the information each role needs. Ask how access is granted and removed, how changes are controlled, what is backed up and how restoration would work. The correct configuration depends on your firm’s policies and workflow.
How do we know whether custom software is appropriate?+
Custom software is worth reviewing when a defined bottleneck persists after ordinary process changes and available tools do not fit the firm’s workflow. If an existing product adequately solves the problem, custom work may not be necessary. Use the consultation to test that conclusion rather than assuming a build is the answer.
