What kinds of custom software can a law firm discuss with Bosseo?+
Bosseo’s public page gives examples including client status portals, intake tools, internal dashboards, referral trackers, document-intake flows, calculators and tools that connect existing systems. The appropriate scope depends on your firm’s actual bottleneck.
Do we need a requirements document before speaking with Bosseo?+
Bosseo says you can describe the annoyance in plain English rather than arrive with a finished specification. You should still bring the workflow, users, data, systems and desired outcome so the discussion can address real constraints.
Can Bosseo connect a proposed tool to our existing systems?+
Bosseo describes connections with a firm’s website, intake, dashboard, CRM, case-management and marketing systems. Whether a particular connection is suitable for your systems and data must be confirmed during scoping.
How should our firm evaluate permissions?+
List each user role and decide who may view, create, edit, export or delete each record type. Ask how permissions would be represented in the proposed tool and how changes would be reviewed.
What should we ask about hosting, backups and recovery?+
Ask what infrastructure would host the tool, what is monitored or backed up, how restoration would be handled, what recovery responsibilities belong to each party and how access would be managed. Bosseo states that it hosts and maintains custom software, but your specific expectations still need to be discussed.
When is custom software the wrong choice?+
It may be the wrong choice when an existing product already fits the defined process, when the firm cannot assign an owner or when the problem has not been described clearly enough to test. A consultation should be allowed to conclude that a custom build is unnecessary.