What kinds of custom software does Bosseo describe for law firms?+
Bosseo’s public Custom Software page describes client portals, intake tools, internal dashboards, referral trackers, speed-to-lead tools, document intake flows, calculators and integrations as examples. Whether any one is appropriate for your firm requires a consultation.
Do I need a 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 a practical account of the current workflow, systems, users, data and desired outcome so the discussion can address fit.
Will a proposed tool connect to my existing systems?+
Bosseo describes custom tools as connected to a firm’s website, intake and dashboard and discusses CRM, case-management and marketing connections. A particular connection, field mapping or authentication method is not established by that general description and should be confirmed during scoping.
How should my firm evaluate hosting and recovery?+
Bosseo states that it hosts custom tools on its dedicated servers and describes monitored, backed-up infrastructure. Ask for the specific backup scope, restoration process, access controls, incident handling and service terms that would apply to your proposed tool.
Can staff provide feedback during the build?+
Bosseo describes showing a working version early and refining it with feedback. Define who will review the version, which workflow it must support and what acceptance criteria will determine whether the proposed build is ready for use.
How do I know whether custom software is justified?+
Compare the recurring cost and risk of the current workaround with the effort, scope and obligations of a custom build. If an existing product adequately meets the firm’s defined requirements, custom software may not be necessary. The consultation should be a fit discussion, not an assumption that every problem requires new software.