What kinds of custom software does Bosseo describe for law firms?+
Bosseo’s public page describes client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows, calculators and connections between existing systems. Whether a particular build is appropriate depends on your workflow.
Do we need a requirements document before speaking with Bosseo?+
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 steps, systems, users and desired outcome so the discussion is concrete.
Can Bosseo connect our existing systems?+
Bosseo describes connections with a firm’s website, intake, dashboard, CRM, case-management and marketing systems. Compatibility is not established for every vendor or configuration, so ask for a review of your actual systems before approving the scope.
Who hosts and maintains the software?+
Bosseo states that it hosts and maintains what it builds on dedicated servers and describes monitoring and backups. Confirm the specific hosting, recovery, access and maintenance terms for your proposed tool.
How should our firm evaluate security and permissions?+
Define roles, protected records, permitted actions, account changes and recovery expectations before acceptance. Ask how the proposed tool handles access and what the firm must manage. Do not infer a security level or guarantee that the public page does not state.
How do we know whether custom software is worth reviewing?+
Review it when a recurring bottleneck remains after reasonable use of existing tools, especially when staff repeatedly re-enter information or maintain a manual side process. Compare the proposed scope with an off-the-shelf option and accept that Bosseo may determine custom software is not necessary.
