What types of custom software can a law firm evaluate?+
Bosseo’s public Custom Software page lists examples such as client status portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document collection tools, calculators and integrations. Whether a particular build is appropriate depends on your workflow and the systems involved.
Do I need to prepare a technical requirements document?+
Bosseo says you can begin by describing the annoyance or bottleneck in plain English. You should still bring the operational details available to you: users, records, permissions, systems, exceptions and the result the firm needs.
Can Bosseo connect a custom tool to our existing systems?+
Bosseo describes connections with a firm’s website, intake, dashboard, CRM, case management and marketing stack. The public page does not establish compatibility with every platform, so identify your actual systems and confirm each connection during scoping.
Who hosts and maintains the software?+
Bosseo states that it hosts and maintains the tools it builds and describes dedicated servers, monitoring and backups. Ask the consultation team to clarify the specific hosting, access, recovery and maintenance arrangements for your proposed build.
How should our firm evaluate permissions?+
List each record type and identify who may create, view, edit, export or delete it. Then test ordinary staff access, administrative access, departures and mistaken changes. Treat any unresolved permission as a scope question before approval.
How do we know whether custom software is worth pursuing?+
Compare the current process, an existing product or configuration change and a focused custom build. Consider repeated entry, delays, errors, permissions, recovery, integrations and staff adoption. Custom software is a candidate when the workflow remains poorly served by available options; it is not required simply because the firm operates in Auburn Hills.