What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page lists examples including client status portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and connections between existing systems. The appropriate scope depends on your workflow and must be discussed directly.
Do I need a technical requirements document before speaking with Bosseo?+
Bosseo says you can describe the bottleneck in plain English and that its team will ask questions. You should still bring the process, user roles, systems, records and exceptions you want reviewed. A complete technical specification should not be assumed in advance.
Can Bosseo connect a proposed tool to our current systems?+
Bosseo says its custom tools can connect with a firm’s website, intake and dashboard and describes integrations with CRM, case-management and marketing systems. Ask Bosseo to confirm the specific systems, available data, permissions and failure handling for your firm.
How should our firm evaluate access and confidentiality?+
List each user role and the records that role should be able to view or change. Ask how administrative access, former users, client-facing access, exports, corrections and audit information would be handled. Do not treat a general product description as a complete permissions or security specification.
What should we ask about hosting, backups and recovery?+
Bosseo’s page says it hosts and maintains custom software on dedicated servers and refers to monitoring and backups. Ask for the service details relevant to your decision, including recovery responsibilities, retention, outage handling and access restoration. Specific uptime or recovery commitments should be confirmed in writing.
How do we know whether custom software is worth considering?+
Start with one recurring bottleneck and compare the cost of leaving it unchanged with the effort and scope of a proposed build. If an existing product already fits the requirement, custom software may not be necessary. The consultation should help clarify that choice rather than presume a build is appropriate.