What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page lists examples including client status portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and connections between existing systems. Your consultation should determine whether your specific bottleneck is a suitable scope.
Do I need to prepare a technical requirements document?+
Bosseo says you can describe the annoyance in plain English and that its team asks the questions needed to scope the work. You should still bring the current workflow, users, systems, data concerns and approval requirements so the discussion is concrete.
Can Bosseo connect a tool to our existing systems?+
Bosseo describes custom tools as connected to a firm’s website, intake and dashboard and discusses CRM, case-management and marketing connections. Compatibility and access requirements for your systems must be confirmed during scoping; they should not be assumed.
Who decides what staff and clients can see?+
Your firm must define the permission rules and approve them. Discuss internal roles, client access, matter boundaries, record ownership, corrections and recovery before the tool is accepted.
What should we measure after implementation?+
Measure the specific bottleneck you selected: completion of the intended workflow, duplicate entry, exception handling, authorized access and information retrieval. If the tool affects marketing or lead handling, define separate attribution or search measures rather than assuming software guarantees visibility or results.
What does Bosseo say about hosting and maintenance?+
Bosseo’s public page says its custom tools are hosted and maintained on dedicated servers and describes monitoring, backups, security, updates, fixes and improvements. Ask which arrangements, responsibilities and service details apply to your proposed build.