What can Bosseo custom software build for a law firm?+
Bosseo’s public Custom Software page describes client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows, calculators and connections between existing systems. The appropriate scope depends on your firm’s bottleneck and must be confirmed in consultation.
Do we need a technical requirements document before contacting Bosseo?+
Bosseo says you can describe the operational 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 people involved, the information used and the exceptions staff encounter.
Can a custom tool connect to our existing systems?+
Bosseo describes connections with a firm’s website, intake and dashboard, and says integrations with CRM, case-management and marketing systems may be included. Do not assume a particular product, permission, API or synchronization rule is supported; ask for confirmation during scoping.
How should our firm evaluate data permissions?+
List each record type and decide who may view, create, edit, export or delete it. Separate staff, administrator and client-facing access. Ask how corrections, closed matters, account removal and administrative activity will be handled.
What does Bosseo say about hosting and maintenance?+
Bosseo states that it hosts and maintains what it builds on dedicated servers and describes monitoring and backups. Ask for the specific hosting, backup, recovery, update and support details that apply to your proposed software.
How do we know whether custom software is justified?+
Compare the documented cost and risk of the current manual process with the defined scope of a possible tool. Custom software may be worth evaluating when a repeated bottleneck is not well served by an available product. It may not be appropriate when an existing tool already meets the firm’s requirements.