What kinds of custom software can a law firm ask Bosseo to review?+
Bosseo’s public Custom Software page gives examples including client portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and connections between existing systems. The appropriate scope depends on your firm’s actual bottleneck.
Do I need a technical requirements document before booking?+
Bosseo says the process starts with describing the bottleneck in plain English and that its team asks the questions. Bring a clear description of the current process, the people involved and the problem you want to examine. Technical requirements can be discussed during scoping.
Will a proposed tool connect to our current systems?+
Bosseo describes connected tools involving websites, intake, dashboards, CRM, case management and marketing systems. A specific connection must be reviewed separately because compatibility, access, permissions and data exchange requirements vary.
How should our firm evaluate data security and recovery?+
Ask which users can access each type of information, what actions they can take, what is backed up, how restoration would work and what your firm should do during an interruption. Bosseo’s public page describes managed hosting, monitoring, backups and security, but your firm’s requirements still need to be discussed.
What should we use as acceptance criteria?+
Use observable conditions tied to the selected workflow. Examples include whether required information is captured, whether authorized staff can find and correct a record, whether exceptions are visible and whether the process avoids the re-entry it was intended to address. These are illustrative evaluation criteria, not guaranteed results.
Can custom software be the wrong choice?+
Yes. If an existing product already fits the process and the firm’s data, permissions and integration needs, custom work may not be necessary. The consultation should test that question rather than assume that a new build is the answer.
