What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page gives examples such as client status portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document-intake flows and integrations between existing systems. Whether a particular tool is suitable requires a firm-specific review.
Do we need a requirements document before contacting Bosseo?+
Bosseo says describing the operational annoyance in plain English is enough to begin the conversation. You should still be prepared to explain the current workflow, users, information involved and the result you need to evaluate.
Can Bosseo connect a custom tool to our existing systems?+
Bosseo states that its custom tools can connect with a firm’s website, intake and dashboard and discusses connections with CRM, case-management and marketing systems. Availability, permissions and technical compatibility must be confirmed for your specific systems.
How should we evaluate data security and recovery?+
Ask for firm-specific answers about user permissions, authentication, data retention, backups, restoration, exports and access changes. Bosseo describes hosting and maintenance on its dedicated servers, but your requirements should be agreed before implementation.
How do we know whether custom software is better than an off-the-shelf product?+
Compare the current process, an existing product and a focused custom build. Custom software may merit review when a suitable product does not match the workflow or when staff must bridge systems manually. If an existing product solves the defined problem adequately, custom development may not be necessary.
What should acceptance criteria include?+
Include the normal workflow, incomplete information, unauthorized access, correction of an error, a failed handoff and the expected user response. The criteria should be understandable to the staff who will use the tool and specific enough to support a decision.