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 collection tools, calculators and connections between systems as examples. The appropriate scope depends on your firm’s specific bottleneck.
Do we need a requirements document before speaking with Bosseo?+
Bosseo says no: describing the annoyance is enough to begin the conversation. You should still be prepared to explain the current workflow, users, systems, data, permissions and desired outcome so the proposed scope can be evaluated.
Can Bosseo connect the tool to our existing systems?+
Bosseo describes connections with a firm’s website, intake, dashboard, CRM, case-management and marketing systems. Whether your particular systems can be connected, how data would move and what is included must be confirmed during scoping.
How should we evaluate security, access and recovery?+
Ask for a project-specific explanation of user roles, permissions, data handling, backups, restoration, exports, retention and offboarding. Bosseo describes hosting on dedicated servers with monitoring and backups, but your agreement should identify the details and responsibilities applicable to the proposed tool.
What should acceptance testing cover?+
Test the core workflow and its exceptions: missing information, duplicate records, incorrect permissions, failed handoffs, corrections, exports and recovery questions. Define who approves the result and what observable behavior counts as complete.
How do we decide whether custom software is better than an off-the-shelf product?+
Choose custom software only when the operational problem is clear and an existing product does not fit without costly workarounds or disconnected steps. Compare the expected scope, ownership, integration needs, adoption requirements and ongoing responsibilities before making the decision.