What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page gives client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows, calculators and integrations between existing systems as examples. Whether a particular build is appropriate depends on your workflow, systems, data and requirements.
Do I need a technical requirements document before contacting Bosseo?+
Bosseo says the conversation can begin with a plain-English description of the bottleneck and that its team asks questions during discovery. You should still bring a clear account of the current process, users, systems, data and desired outcome so the consultation can evaluate scope responsibly.
Can a custom tool connect to my current legal software?+
Bosseo describes connections to websites, intake, dashboards, CRM, case-management and marketing systems. Compatibility with your specific software and account configuration must be reviewed. Ask about available access, data direction, error handling, duplicate records and credential ownership.
How should a firm evaluate hosting and backups?+
Bosseo says its custom tools are hosted and maintained on dedicated servers and describes monitoring and backups on its hosted stack. Ask for the details that matter to your firm, including backup coverage, restoration responsibility, testing, outage communication and any recovery expectations. Do not infer a particular uptime or recovery level unless it is expressly agreed.
Who should approve access to a custom legal workflow?+
Your firm should identify the roles that use, edit, approve or receive information. Include the people responsible for confidentiality, technology and day-to-day adoption. The consultation can then review role-based permissions and acceptance tests for each user type.
How do we know whether custom software is better than an existing product?+
Compare the current workflow with the available product’s actual fit. Custom software may warrant review when the firm’s bottleneck requires specific data, permissions, connections or steps that existing tools do not accommodate. If an existing product satisfies the requirements without unsafe workarounds, choosing it may be the better decision.