What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public custom-software page describes client status portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document-intake flows, calculators and integrations as examples. The consultation should determine whether your particular problem belongs in that scope.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says a firm can describe its bottleneck in plain English and that the team will ask questions. You should still bring a concrete process description, the systems involved, access concerns and the result you want to test.
Can Bosseo integrate with our existing software?+
Bosseo describes connected tools and integrations with a firm’s existing systems. A specific integration should not be assumed. Ask for a compatibility and data-mapping review for your actual website, intake, CRM, case-management and dashboard environment.
How should a law firm evaluate permissions?+
Separate viewing, editing, assigning, approving and exporting. Identify roles, sensitive fields, account removal and correction rights. Ask how those rules will be tested and maintained for the proposed tool.
What should acceptance testing include?+
Test the ordinary workflow and foreseeable exceptions: incomplete information, duplicates, rejected transfers, permission limits, corrections and recovery from an error or interruption. Acceptance criteria should state what the user sees and what record changes.
When is off-the-shelf software a better choice?+
If an existing product meets the firm’s process, data, permission and integration requirements without costly workarounds, buying it may be more appropriate. Custom software is worth reviewing when a repeated bottleneck remains despite the tools your firm already uses.