What types of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page names client-status portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document-collection tools, calculators and connections between existing systems. Your consultation should determine whether your specific process is suitable.
Do we need a technical requirements document before contacting Bosseo?+
Bosseo says you can begin by describing the operational annoyance in plain English. You should still bring enough detail to discuss the people involved, the data, permissions, systems, exceptions and desired acceptance criteria.
Will a particular CRM, case-management system or marketing tool integrate?+
Do not assume that it will. Bosseo describes integrations with a firm’s existing systems, but a specific connection must be reviewed for your accounts, fields, triggers, access and failure handling before it is included in scope.
Who hosts and maintains the custom tool?+
Bosseo’s public page says it hosts, monitors and maintains the tools it builds, including hosting on dedicated servers, and describes updates, fixes and improvements as part of the ongoing relationship. Ask for the exact hosting, backup, recovery, security and service terms for your proposed build.
How should a Gorham firm handle geographic information in the tool?+
Define it explicitly. Gorham is a town in Cumberland County, Maine. A record for Gorham, a county-wide matter and a Maine-wide contact should not be treated as identical unless that matches your firm’s actual business rule.
How do we know whether custom software is better than an off-the-shelf product?+
Compare the real workflow, required data, permissions, integrations, recovery needs, adoption requirements and total scope. Bosseo’s page positions custom software for firms whose generic tools create workarounds. The consultation should also be allowed to conclude that custom software is unnecessary.