What kinds of custom software can Bosseo build for a law firm?+
Bosseo’s public Custom Software page gives examples such as client status portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and connections between existing systems. The appropriate build depends on the bottleneck and the firm’s requirements.
Do we need a requirements document before speaking with Bosseo?+
Bosseo says a firm can describe the operational annoyance in plain language and that its team will ask questions and turn the problem into a scoped build. You should still bring concrete examples of the current workflow, information involved and desired result.
Can a proposed tool connect to our current systems?+
Bosseo describes tools connected with a firm’s website, intake and dashboard and says integrations may be included. Whether a particular CRM, case-management system or other application can connect requires a technical review of that system and the proposed workflow.
Who decides what staff members can see?+
The firm should define roles, permissions and sensitive information during scope review. A custom build should not be approved until the firm understands who can view, create, edit, export or recover each relevant category of data.
How should we compare custom software with an existing product?+
Compare the current process, an existing product and a focused custom build against the same criteria: workflow fit, duplicate entry, data ownership, permissions, recovery, staff adoption, maintenance and total scope. Custom software is not automatically the right choice.
What should we discuss about maintenance?+
Bosseo states that it hosts and maintains the tools it builds and describes updates, fixes and improvements as part of the relationship. Ask what maintenance covers for your proposed scope, how changes are requested, how access is managed and what recovery arrangements apply.