What kinds of custom software does Bosseo describe for law firms?+
Bosseo describes client portals, intake tools, internal dashboards, referral trackers, document-intake flows, calculators and integrations between systems as examples. The appropriate build depends on your firm’s bottleneck and confirmed scope.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo’s public page says a firm can begin by describing the annoyance in plain English and that Bosseo will ask questions. You should still bring a clear description of the process, users, records and systems involved.
Can Bosseo connect the tool to our existing systems?+
Bosseo describes connections with a firm’s website, intake and dashboard, and discusses CRM, case-management and marketing integrations. Compatibility with your particular systems must be reviewed and confirmed during scoping.
How should our firm evaluate security and access?+
Ask for a role-by-role permissions discussion, access-change procedure, backup coverage, restoration responsibility, monitoring and applicable service terms. Do not assume a security or recovery level that has not been defined for your project.
Who maintains the software after it is built?+
Bosseo’s public page says it hosts and maintains the custom software it builds and describes updates, fixes and improvements as part of the relationship. Confirm the maintenance scope, responsibilities and terms for your proposed tool.
How do we know whether custom software is better than an existing product?+
Compare the current workflow with the available product. Custom software may be worth reviewing when a defined process requires repeated workarounds or disconnected systems; an existing product may be more appropriate when it already meets the firm’s requirements. Bosseo’s consultation should be used to make that decision, including a decision not to build.