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, referral trackers, document intake flows, calculators, and integrations between existing systems. The consultation should determine whether your specific problem is suitable.
Do we need a technical specification before contacting Bosseo?+
Bosseo says you can begin by describing the bottleneck in plain language. You should still bring enough operational detail to explain the current steps, records, users, permissions, exceptions, and desired result.
Can Bosseo connect the tool to our current systems?+
Bosseo describes integrations with systems such as a firm’s website, intake, dashboard, CRM, case-management system, billing process, and marketing stack. Whether a requested connection is feasible depends on your actual systems, accounts, permissions, and data requirements, so it must be confirmed during scoping.
Who hosts and maintains a custom tool?+
Bosseo states that it hosts, monitors, backs up, and maintains the tools it builds on its dedicated servers. Ask the consultation to clarify the specific hosting responsibilities, backup and recovery terms, access controls, maintenance process, and any firm requirements.
How should we decide between custom software and an existing product?+
Choose custom software when the defined workflow remains poorly served by available tools or requires repeated manual work between systems. Consider an existing product when it meets the requirement without material workarounds. The consultation should be a scope decision, not an assumption that custom is always better.
What should staff test before accepting the tool?+
Test the defined normal workflow along with incomplete information, duplicates, unauthorized actions, failed handoffs, corrections, and recovery. Confirm that the resulting behavior matches the agreed acceptance criteria and that the people responsible for the process can use it.