What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public page describes client portals, intake tools, internal dashboards, referral trackers, document-intake flows, calculators and integrations between existing systems. The appropriate scope depends on the firm’s actual bottleneck and a feasibility review.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says a firm can describe the annoyance in plain English and that its team will ask questions and turn the problem into a scoped build. You should still bring the current workflow, users, records and known constraints so the discussion can be concrete.
Can Bosseo connect the tool to our current systems?+
Bosseo describes connections to a firm’s website, intake and dashboard and discusses integrations with operational systems. Compatibility with your particular vendors, accounts, permissions and configuration must be confirmed during scoping.
How should we evaluate permissions and sensitive information?+
List each user role and the actions it needs: view, create, edit, export or delete. Separate internal information from any client-facing information, and ask how access changes, administrative actions and recovery will be handled for the proposed tool.
What should acceptance testing include?+
Test the ordinary workflow as well as incomplete information, duplicate records, unauthorized actions and failed connections. Define who approves the result and what happens when a test fails. Acceptance should measure software behavior, not an unsupported promise about leads, rankings or revenue.
Who hosts and maintains a custom tool?+
Bosseo’s public page says it hosts and maintains the tools it builds and describes updates, fixes, improvements, onboarding and iteration. Confirm the specific hosting, maintenance, recovery and support terms for your proposed build before approving the scope.