What kinds of custom software can Bosseo build for a law firm?+
Bosseo’s public custom software page describes client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows, calculators and integrations between systems as examples. Your consultation should determine whether your particular request is suitable.
Do I need a technical requirements document before contacting Bosseo?+
Bosseo’s public page says you can describe the bottleneck in plain language rather than arriving with a completed requirements document. You should still bring the current workflow, the systems involved and the decisions your firm needs to make about data and access.
Can Bosseo connect a custom tool to my existing systems?+
Bosseo describes connections with a firm’s website, intake and dashboard and discusses CRM, case-management and marketing systems. A specific connection is not established until your actual systems, data rules and technical requirements are reviewed.
How should a Castle Pines firm evaluate permissions?+
List each intended user role and specify what that role may view, create, edit, assign, export or delete. Separate client-facing information from internal information, and ask how access changes when a person joins, leaves or changes responsibilities.
What should I ask about hosting, backups and recovery?+
Ask where the tool will run, how monitoring and backups work, whether restoration is tested, what happens during an outage and how incorrect or incomplete records are corrected. Bosseo describes managed hosting, monitoring and backups publicly, but your firm-specific expectations should be discussed directly.
How do we decide whether custom software is better than an off-the-shelf product?+
Compare the cost and risk of the current workaround with the fit of available products. Custom software may be worth evaluating when a defined bottleneck persists across workarounds, but a general-purpose product or process change may be the better answer. A consultation should be able to surface either conclusion.