What kinds of custom software does Bosseo describe for law firms?+
Bosseo’s public Custom Software page gives examples including client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows and integrations between existing systems. Whether a particular build is appropriate depends on your workflow and scope.
Do we need a requirements document before contacting Bosseo?+
Bosseo says a firm can describe the annoyance in plain English and that its team will ask questions. You do not need to arrive with a finished technical specification, but a short description of the current process, systems and desired outcome will make the review more useful.
Can Bosseo connect the tool to our existing systems?+
Bosseo describes custom tools as connected to a firm’s website, intake and dashboard, and discusses CRM, case-management and marketing connections. A specific integration should be confirmed during consultation. Ask about supported systems, data ownership, failures, duplicate handling and permissions before treating it as part of scope.
How should our firm evaluate privacy and access?+
List the information the tool will handle, who may view or change it, what should be retained and what should remain in another system. Ask about roles, access changes, backups, restoration, monitoring and offboarding. The public page’s hosting statements do not replace a firm-specific review of these requirements.
What should acceptance testing cover?+
Test the ordinary workflow as well as missing information, duplicate records, unauthorized access, incorrect assignments, failed transfers and corrections. Tie approval to written behavior rather than a general impression that the tool is useful.
How do we know whether custom software is worth considering?+
Compare the cost and risk of the recurring manual process with the cost, dependencies and maintenance of a build. Record a baseline using your own observations or business records. If an existing product already fits the need without material workarounds, custom software may not be necessary.