What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page names client status portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and integrations as examples. The appropriate scope depends on your firm’s actual bottleneck and systems.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says a firm can describe the annoyance in plain English and that its team asks the questions needed to scope the build. You should still bring the current workflow, people involved, information used and exceptions you already know.
Will a proposed tool connect to our existing systems?+
Bosseo describes connections with websites, intake and dashboards and gives examples involving CRM, case-management, billing and marketing systems. A particular connection is not guaranteed by the public page. Ask for confirmation of each system, data path, authentication method and failure behavior.
How should we evaluate access to sensitive information?+
Ask for a role-by-role permissions review. Identify who may view, create, edit, export or delete each record and document how access changes. Do not approve a client portal or internal dashboard until those boundaries are clear.
What should we ask about hosting and recovery?+
Bosseo says it hosts tools on dedicated servers and describes monitoring and backups. Ask for the specific backup, restoration, outage, export and maintenance arrangements that apply to your proposed tool. The public description does not state an uptime level or recovery guarantee.
How do we know whether custom software is the right choice?+
Compare the cost and operational risk of the current process with an existing product and with a defined custom build. If an off-the-shelf tool fits the workflow without harmful workarounds, custom software may not be necessary. A consultation should be useful even when the answer is not to build.
