What kinds of tools does Bosseo describe for law firms?+
Bosseo’s Custom Software page describes examples including client portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and connections between existing systems. Whether a particular tool is appropriate for your firm requires a workflow and scope discussion.
Do I need a technical requirements document before speaking with Bosseo?+
Bosseo’s public page says you can describe the bottleneck in plain English and that its team will ask questions and turn the problem into a scoped build. You should still bring the people, systems, records and decisions involved so the discussion can be specific.
Can Bosseo connect software to our current systems?+
Bosseo describes connections with a firm’s website, intake and dashboard, and gives examples involving CRM, case management, billing and conflict-check processes. Support for your specific systems and the exact data flow must be evaluated before it is treated as part of scope.
How should our firm evaluate security and permissions?+
Ask for a project-specific access model, including user roles, visibility, editing rights, access removal, audit needs and handling of incorrect changes. Do not infer a particular security or permission level from a general product description.
What should we ask about hosting, backups and recovery?+
Bosseo states that it hosts and maintains the tools it builds and describes dedicated servers, monitoring and backups. Ask how those statements apply to your project, including restoration testing, exports, incident communication and the recovery expectations you need.
How do we know whether custom software is warranted?+
Compare the defined bottleneck with available off-the-shelf options. Custom software may merit review when an existing tool does not fit the required workflow, but the consultation should also be able to conclude that a custom build is unnecessary.