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, speed-to-lead tools, referral trackers, document-intake flows, calculators and connections between existing systems as possible examples. The appropriate scope depends on the firm’s workflow and consultation.
Do we need to prepare a technical requirements document?+
Bosseo says a firm can begin by describing its bottleneck in plain English. You should still bring the workflow, users, data, permissions, systems and acceptance questions needed to evaluate the proposed tool.
Can Bosseo connect our existing systems?+
Bosseo says its custom tools can connect with a firm’s website, intake and dashboard, and discusses connections with systems such as CRM and case management. Compatibility with your particular systems is not established here, so it should be confirmed during scoping.
Who hosts and maintains the software?+
Bosseo’s public page says it hosts and maintains the custom software it builds on its managed infrastructure and provides updates, fixes and improvements. Ask the consultation to clarify backups, restoration, support, security practices and other service terms relevant to your firm.
How should we decide whether to build or use an existing product?+
Compare the cost and operational risk of the current workaround with the fit of available products. Custom software is worth evaluating when a defined bottleneck remains after reasonable existing options are considered; it is not automatically the right choice for every process.
What should acceptance testing cover?+
Test the agreed workflow with normal information, missing information, duplicate records, incorrect changes, restricted access, failed transfers and recovery. The exact tests should reflect your firm’s data, users and systems rather than a generic checklist.