What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page lists examples including client status portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows, calculators and integrations between existing systems. Your consultation should determine whether your problem belongs in that category or is better solved another way.
Do I need a technical requirements document before speaking with Bosseo?+
The public page says you can describe the bottleneck in plain English and that Bosseo will ask the questions. You should still bring the actual workflow, systems, users, records and exceptions so the conversation can address the right problem.
Can Bosseo connect the tool to my current systems?+
Bosseo says its custom tools can connect with a firm’s website, intake and dashboard, and discusses CRM, case-management and marketing connections. The exact systems, fields, permissions and failure handling must be reviewed for your firm; no particular integration should be assumed.
Who hosts and maintains the custom software?+
Bosseo states that it hosts and maintains the tools it builds and describes dedicated servers, monitoring and backups. Ask for the specific hosting, security, backup, recovery, access and offboarding terms that apply to your proposed tool.
How should our firm decide whether custom software is worth considering?+
Measure the current bottleneck: steps, re-entry, waiting points, correction work, ownership and adoption. Compare a custom build with an existing product and a process change. Use defined acceptance criteria rather than assuming that a custom tool will produce a particular financial or operational result.
What should we bring to a custom software consultation?+
Bring one concrete bottleneck, a map of the current steps, the systems involved, examples of required fields, user and permission questions, exception cases and the result you need to verify. Also identify who can approve scope and who will test the workflow.