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 integrations between existing systems. Whether a specific idea is suitable depends on your workflow and the systems involved.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo’s public page says you can describe the bottleneck in plain English and that its team will ask questions and turn the problem into a scoped build. You should still bring a clear account of the current process, data, users and desired result.
Can Bosseo connect the tool to our current legal systems?+
The public page describes integrations with a firm’s existing stack and gives examples involving CRM, case management, billing and conflict checks. It does not confirm every system or connector. Ask about your exact systems, access method, fields, exceptions and testing requirements.
Who hosts and maintains the custom software?+
Bosseo’s public page says it hosts and maintains the tools it builds on its managed infrastructure and provides updates, fixes and improvements. Confirm the hosting, backup, access, support and change terms for your proposed engagement.
How should our firm evaluate whether custom software is worth it?+
Compare the documented cost and risk of the current workflow with the defined scope and investment of the proposed tool. Also compare an existing product if it already meets the requirement. The right answer may be custom software, an existing tool or no new software.
What should acceptance testing include?+
Test the required user actions, data rules, permissions, integrations and exception paths. Include incomplete information, duplicates, rejected access and unavailable connections where relevant. Name the reviewer and record the conditions that constitute acceptance.