What kinds of custom software does Bosseo describe for law firms?+
Bosseo’s public Custom Software page gives examples including client status portals, intake tools, internal dashboards, referral fee trackers, document intake flows, calculators and connections between systems. Whether a particular tool is suitable for your firm requires a scope discussion.
Do I need a requirements document before speaking with Bosseo?+
Bosseo says that describing the operational annoyance in plain English is enough to begin the conversation. You should still bring the current workflow, the people involved and the systems that hold relevant information so the scope can be evaluated clearly.
Will the proposed tool connect to my firm’s existing systems?+
Bosseo’s public page describes connections with a firm’s website, intake and dashboard and refers to CRM, case-management and marketing integrations. It does not establish compatibility with every product or configuration. Ask for a system-specific integration assessment before relying on a connection.
How should a law firm evaluate permissions?+
List each user group and decide what it may view, create, edit, export or administer. Include client access separately from internal access. Ask how access is removed, how changes are reviewed and how the firm handles records that were entered incorrectly.
Who hosts and maintains a custom tool?+
Bosseo’s public page says it hosts and maintains the tools it builds, describes dedicated servers and says updates, fixes and improvements are part of the relationship. Confirm the exact hosting, backup, security, support, change and offboarding terms for your proposed tool.
How do we know whether custom software is justified?+
Compare the cost and risk of the recurring bottleneck with the cost and operational responsibility of a purpose-built tool. Custom software may be worth evaluating when an important process repeatedly depends on manual copying, workarounds or disconnected systems. Bosseo also states that its consultation may conclude that custom software is not needed.