What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page describes client 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 should be confirmed in consultation.
Do I need to prepare a technical requirements document?+
Bosseo says a firm can describe its annoyance in plain language and that its team will ask questions and turn the problem into a scoped build. You should still bring the current workflow, data categories, user roles, systems involved and concerns about recovery so the discussion is concrete.
Can the tool connect to my CRM or case-management system?+
Bosseo describes integrations with CRM, case-management and marketing systems, but compatibility with your particular products, account permissions and data formats is not established here. Ask for a system-specific integration review before treating a connection as included.
How should our firm evaluate permissions?+
List each role and the records that role may view, add, edit, export or delete. Include administrative access, former staff, outside participants and sensitive matter information where relevant. The final rules should be written into the scope and acceptance tests.
Does Bosseo provide hosting and maintenance?+
Bosseo’s public page says its team hosts and maintains the tools it builds on dedicated servers and describes monitoring and backups within its hosted stack. Ask what is covered for your proposed tool, how recovery is handled, and what responsibilities remain with your firm.
How do we know whether custom software is worth pursuing?+
Compare the cost and risk of the current manual process with the cost, complexity and responsibility of a custom build. A good candidate has a clearly defined bottleneck, repeatable rules, identifiable users and acceptance criteria. Bosseo’s consultation can also determine that an off-the-shelf product is the better choice.