What kinds of custom software can Bosseo build for a law firm?+
Bosseo’s public page names client portals, intake tools, internal dashboards, referral fee trackers, speed-to-lead tools, document intake flows, calculators and integrations between existing systems as examples. The appropriate build depends on your firm’s specific bottleneck.
Do we need to prepare a technical requirements document?+
Bosseo says a firm can begin by describing the annoyance in plain English and that Bosseo will ask questions and scope the build. You should still bring the people, records, systems, permissions and exceptions involved so the resulting scope can be evaluated carefully.
Can the tool connect to our existing systems?+
Bosseo’s public page says its custom tools can connect with a firm’s website, intake, dashboard, CRM, case management and marketing stack. That does not confirm a particular integration. Ask for a system-by-system review of compatibility, fields, triggers, permissions and error handling.
Who hosts and maintains the software?+
Bosseo states that it hosts, monitors and maintains tools it builds on its managed infrastructure and provides updates, fixes and improvements. Confirm project-specific terms for access, backups, recovery, security, support and data export before approving the work.
How should we decide whether custom software is worth considering?+
Compare the cost and risk of the current manual process with the scope of a focused build. Consider frequency, re-entry, delays, error handling, adoption, permissions, integrations and maintenance. If an off-the-shelf product fits the need without harmful workarounds, custom software may not be necessary.
What should acceptance testing include?+
Test the normal workflow and exceptions: incomplete information, duplicate records, failed connections, unauthorized access, corrections, exports, notifications and recovery. The staff who will use the tool should review the results against criteria agreed before launch.