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, speed-to-lead tools, referral trackers, document intake flows, calculators and connections between existing systems. The consultation should determine whether your specific problem is a suitable build.
Do we need a technical requirements document before contacting Bosseo?+
Bosseo says you can describe the bottleneck in plain language and that its team will ask questions and turn the problem into a scoped build. You should still bring a clear description of the current workflow, records, users and failure points so the discussion can address the real decision.
Can a proposed tool connect to our current systems?+
Bosseo states that its custom tools can connect with a firm’s website, intake, dashboard, CRM, case-management and marketing systems. Compatibility with your particular vendors, accounts, permissions and data structure must be reviewed rather than assumed.
Who hosts and maintains the software?+
Bosseo states that it hosts and maintains the tools it builds on its managed infrastructure and describes ongoing updates, fixes and improvements. Ask the consultation to document the applicable backup, recovery, monitoring, security, export and incident responsibilities for your proposed tool.
How should we decide between custom software and an existing product?+
Choose an existing product when it meets the requirement without material workarounds. Consider custom software when a recurring bottleneck remains after reasonable options are reviewed, especially when the workflow, records or connections are specific to your firm. The consultation should be able to conclude that custom software is not necessary.
What should count as a successful implementation?+
Success should be defined in advance through observable acceptance criteria tied to the selected bottleneck. Include correct data handling, permissions, exception cases, connection failures, recovery expectations, staff onboarding and the responsibilities that continue after the tool is in use.