What kinds of custom software can Bosseo discuss with a Decatur law firm?+
Bosseo’s public Custom Software page describes client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows and integrations between existing systems as examples. The consultation determines whether your specific problem is suitable and what the scope would include.
Do we need a requirements document before contacting Bosseo?+
No. Bosseo says the process can begin with a plain-English description of the bottleneck. You should still bring the workflow, roles, records, systems and exceptions you know so the consultation can turn the problem into reviewable requirements.
Can Bosseo connect a custom tool to our existing systems?+
Bosseo describes tools connected to a firm’s website, intake and dashboard, and refers to CRM, case-management and marketing integrations. A specific connection must be reviewed against your systems, permissions, fields and transfer rules; it should not be assumed in advance.
Who decides what users can access?+
Your firm should define the roles, records and actions before the build is accepted. Discuss attorney, staff, administrator, client or referral access only where those roles apply to your workflow, and document what each role may view, add, edit or export.
How should we judge whether the software works?+
Use observable acceptance criteria: required fields, permitted actions, routing, exception handling, integration behavior, failed-transfer visibility and recovery expectations. Do not use an unverified promise about leads, rankings, cases, revenue or efficiency as the acceptance test.
What happens after the tool is launched?+
Bosseo’s public page says its team hosts and maintains the tools it builds, including updates, fixes and improvements, and describes onboarding and iteration after launch. Confirm the specific maintenance, hosting, access, recovery and change expectations for your proposed scope during the consultation.