What kinds of custom software can Bosseo build for a law firm?+
Bosseo’s public Custom Software page lists examples such as client status portals, intake tools, internal dashboards, speed-to-lead tools and referral fee trackers. The appropriate build for your firm depends on the workflow, data, permissions and technical conditions discussed in the consultation.
Do I need a technical requirements document before speaking with Bosseo?+
Bosseo’s page says you can describe the bottleneck in plain English and that its team asks the questions needed to scope the work. You should still bring a clear account of the current workflow, users, systems, data and desired outcome so the discussion can be specific.
Can a custom tool connect to my existing systems?+
Bosseo says its custom tools can connect with a firm’s website, intake and dashboard, and describes connections involving CRM, case-management and marketing systems. Confirm the exact systems, permissions, fields, error handling and technical requirements for your firm before treating an integration as included.
Who hosts and maintains the software?+
Bosseo’s public page says its custom software is hosted and maintained by Bosseo and describes hosting on dedicated servers, along with updates, fixes and improvements. Ask the consultation team to explain the proposed access, backup, recovery, security and maintenance responsibilities for your build.
How should a Fairview law firm decide whether custom software is worthwhile?+
Start with your own bottleneck rather than Fairview population or other geographic context. Compare the cost and risk of the current process with available off-the-shelf options, a process change and a custom build. Use measurable acceptance criteria and do not assume a particular time saving, case result or return.
What should staff test before the tool is accepted?+
Test the ordinary workflow and the exceptions: incomplete information, corrections, duplicate records, reassignment, permission changes, failed transfers and service interruption. Confirm that each role can complete its required task and that the resulting records are accurate and reviewable.