What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page lists examples including client status portals, speed-to-lead tools, referral trackers, internal dashboards, document intake flows, calculators and integrations between existing systems. Whether a particular build is appropriate depends on your workflow and technical requirements.
Do we need a requirements document before contacting Bosseo?+
Bosseo says you can describe the annoyance in plain English and that its team will ask questions and turn the problem into a scoped build. You should still bring the current workflow, the information involved, the user roles and the outcome you need so the scope can be evaluated carefully.
Can Bosseo connect a custom tool to our existing systems?+
Bosseo describes tools connected with a firm’s website, intake and dashboard and refers to CRM, case-management, billing and marketing connections. Availability for your particular systems is not established here. Ask for a system-specific technical review before treating any integration as included.
How should our firm evaluate permissions?+
List each user group and the actions it needs: viewing, creating, editing, approving, exporting or deleting. Ask Bosseo to reflect those decisions in the proposed scope and to explain how role changes and departures will be handled.
What should we ask about hosting and recovery?+
Bosseo describes hosting, monitoring, backups and ongoing maintenance for its custom tools. Ask for the terms that apply to your build, including backup expectations, recovery responsibilities, access to records, maintenance communication and the response to failed or duplicated actions.
How do we know whether custom software is better than an off-the-shelf product?+
Compare the actual workflow with the available product. Custom software may be worth reviewing when the firm is maintaining workarounds or repeating information across systems. If an existing product fits the required process, buying it may be the better decision. The consultation should make that comparison explicit rather than assuming custom is always preferable.