What kinds of custom software can Bosseo 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 collection tools, calculators and connections between existing systems. Whether a particular build is suitable for your firm requires a scope review.
Do I need a technical requirements document before speaking with Bosseo?+
Bosseo says you can begin by describing the operational annoyance in plain English and that its team will ask questions to shape the scope. You should still bring a clear description of the current workflow, the people involved and the result you need to evaluate.
Can custom software connect to our existing systems?+
Bosseo describes custom tools connected to a firm’s website, intake and dashboard and gives examples involving CRM, case management, billing and conflict checks. A specific connection should be treated as a feasibility question until Bosseo confirms the systems, data and scope involved.
How should we review permissions?+
Create a role-by-role list of records, fields and actions. Discuss client visibility, staff access, administrative controls, account changes and exceptions. Ask for the proposed permission behavior to be included in the acceptance tests.
What should we ask about hosting and recovery?+
Bosseo states that it hosts, monitors and maintains what it builds on dedicated servers and describes backups as part of its hosted infrastructure. Ask how those statements apply to your proposed tool, including backup coverage, restoration responsibilities, retention and access during an outage.
How do we know whether custom software is better than an existing product?+
Compare the current process, an existing product and a focused custom build against the same criteria: workflow fit, data reliability, permissions, recovery, integrations, maintenance and acceptance tests. A consultation can help determine whether custom work is warranted; it should not replace that comparison.