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, referral fee trackers, document intake flows, calculators and integrations between existing systems. The appropriate build depends on your firm’s workflow and should be scoped during a consultation.
Do we need a requirements document before contacting Bosseo?+
Bosseo says a firm can describe the annoyance in plain English and that its team asks the questions needed to shape the scope. You do not need to arrive with a finished technical specification, but bringing the current workflow, users, systems and failure points will make the discussion more useful.
Will Bosseo connect the tool to our existing systems?+
Bosseo describes its custom tools as connected to a firm’s website, intake and dashboard and discusses CRM, case-management and marketing-stack integrations. Whether a particular connection is appropriate or technically supported must be confirmed for your systems during scoping.
Who hosts and maintains the software?+
Bosseo’s public page says it hosts and maintains what it builds on dedicated servers and provides updates, fixes and improvements. Ask the consultation team to confirm the exact hosting, backup, security, access, support and change responsibilities for your proposed tool.
How should our firm decide whether custom software is worthwhile?+
Compare the documented cost and risk of the current manual process with the scope, investment, adoption requirements and maintenance arrangement for the proposed tool. Custom software may be worth reviewing when an existing product does not fit, but a consultation may also conclude that an off-the-shelf option is sufficient.
What should staff test before approval?+
Test the ordinary workflow and the exceptions: incomplete records, duplicates, incorrect permissions, failed transfers, corrections, exports and recovery. Use written acceptance criteria and include the staff members who will perform the work. Do not treat a visual demonstration as proof that the complete process is ready.