What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page lists examples including client portals, intake tools, internal dashboards, referral trackers, document-intake flows, calculators and integrations between existing systems. Whether a particular build is suitable depends on the firm’s workflow and scope.
Do we need a technical requirements document before contacting Bosseo?+
Bosseo says the process can begin with a plain-English description of the bottleneck and that its team asks the questions. You can prepare by documenting the current steps, users, records, systems, exceptions and desired acceptance criteria.
Can Bosseo connect a proposed tool to our existing systems?+
Bosseo states that custom tools can connect with a firm’s website, intake and dashboard and describes integrations with CRM, case-management and marketing systems. Specific platforms, data flows and compatibility must be reviewed and scoped; they should not be assumed.
How should a firm evaluate permissions?+
Define roles before approving the build. Decide who may view, create, edit, export or delete each type of record, and ask how access changes, corrections and administrative review will work. A permission model should be part of the proposed scope and acceptance tests.
What should we ask about hosting and recovery?+
Bosseo states that it hosts and maintains custom software on dedicated servers and describes monitored, backed-up infrastructure. Ask for the proposed tool’s operational details, including failure handling, restoration expectations, responsibility for investigation and how recovery would be tested.
How do we know whether custom software is appropriate?+
Custom software is worth discussing when a recurring bottleneck is specific to your firm and generic tools leave manual workarounds. It may not be appropriate when an existing product already meets the requirement. A useful consultation should be able to narrow the scope or conclude that custom work is unnecessary.