What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page describes client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers and other tools intended to remove operational bottlenecks. The appropriate scope depends on your firm’s actual workflow.
Do we need a requirements document before speaking with Bosseo?+
The public page says a firm can describe its bottleneck in plain English and that Bosseo asks the questions needed to scope the work. You should still bring a concrete example of the process, the systems involved and the outcome you want to evaluate.
Can a custom tool connect to our existing software?+
Bosseo says its custom tools can connect with a firm’s website, intake and dashboard and describes integrations with existing systems. Compatibility with a particular CRM, case-management system or other service must be reviewed rather than assumed.
Who decides what users can access?+
That should be a joint implementation decision based on your firm’s roles and information requirements. Ask for the proposed permission model and test each role’s allowed and prohibited actions before approving the scope.
How should we judge whether the software is working?+
Use acceptance criteria tied to the defined workflow. Depending on the problem, that may include completing required steps, reducing duplicate entry, routing tasks correctly or showing approved information to the correct user. Avoid treating population data or a software build as proof of demand or revenue.
What should we ask about hosting and maintenance?+
Bosseo’s public page says it hosts and maintains custom tools and describes dedicated servers, monitoring, backups, updates, fixes and improvements. Confirm the exact hosting arrangement, access controls, backup and recovery expectations, maintenance responsibilities and change process for your proposed tool.