What kinds of custom software does Bosseo describe for law firms?+
Bosseo describes client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document-intake flows, calculators and connections between systems as examples. The consultation should determine whether your specific bottleneck is a suitable candidate.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says you can describe the operational annoyance in plain English and that its team will ask questions and play back the proposed scope. You should still bring examples of the workflow, systems, roles and exceptions so the discussion can be concrete.
Can Bosseo connect a tool to our current software?+
Bosseo’s public page says its tools can connect to a firm’s website, intake and dashboard and discusses CRM, case-management and marketing connections. It does not establish that every platform or configuration is supported. Ask for confirmation of each proposed connection and its data behavior.
How should we evaluate permissions?+
Name each role that may use the tool, the information that role may view or change, and the actions that require approval. Ask how access is updated when responsibilities change. The exact permission model should be agreed as part of the scope.
What should we ask about hosting and recovery?+
Bosseo says it hosts and maintains custom tools on dedicated servers and describes monitoring and backups. Ask about backup retention, restoration, incident communication, exports and the specific operating expectations for your build. Do not infer an uptime level or recovery time that has not been stated.
Will custom software improve our search visibility?+
Custom software functionality and search visibility are separate questions. Google says automation does not guarantee crawling, indexing or search visibility. If the proposed tool touches marketing or reporting, define those requirements separately and evaluate them on their own terms.