Do I need a requirements document before speaking with Bosseo?+
Bosseo’s public Custom Software page says no. You can describe the bottleneck in plain English, such as repeated re-entry or a recurring status request, and use the consultation to develop the scope. You should still bring a clear description of the current workflow and the systems it touches.
What kinds of tools does Bosseo describe building?+
The public page gives client status portals, intake tools, internal dashboards, referral trackers, document-intake flows, calculators, speed-to-lead tools and connections between existing systems as examples. Whether a particular build is suitable depends on your workflow, data, permissions and technical requirements.
Can Bosseo connect custom software to our existing systems?+
Bosseo says its custom tools can connect with a firm’s website, intake and dashboard and describes integrations with systems such as CRM, case management and billing. Compatibility with your specific products is not established here. Ask about access, data ownership, failure handling and supported connection methods before approving the scope.
Who hosts and maintains the tool?+
Bosseo’s public page says it hosts, monitors and maintains the custom tools it builds on dedicated servers, with updates, fixes and improvements described as part of the relationship. Ask for the specific hosting, security, backup, recovery, access and service terms that apply to your firm.
How should our firm decide whether custom software is worth pursuing?+
Compare the cost and risk of the current manual process with the cost, complexity and ownership requirements of a focused build. Custom software is more defensible when the bottleneck is recurring, important, poorly served by available tools and specific enough to test. The consultation should also be able to conclude that an existing product is a better fit.
What should we measure after launch?+
Choose measures tied to the original bottleneck: completion of required steps, duplicate or failed records, exception handling, time between handoffs, staff adoption or client-facing status accuracy. Set a baseline only if your firm can collect it responsibly, and do not treat a new tool as proof of improved legal outcomes without evidence.