What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page describes client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows, calculators and integrations as examples. A consultation is needed to determine whether a particular workflow is suitable and what the scope would include.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says its process begins with a firm describing the bottleneck in plain English and that its team asks questions about the workflow. You should still bring the current steps, users, systems, data concerns and desired outcome so the discussion can be specific.
Can Bosseo connect the tool to our existing systems?+
Bosseo describes connections with a firm’s website, intake, dashboard, CRM, case-management and marketing stack. Whether your particular systems and account setup can be connected must be confirmed during scoping, along with the fields, events, permissions and failure handling involved.
Who hosts and maintains a custom tool?+
Bosseo’s public page says it hosts, monitors and maintains the custom tools it builds, and describes updates, fixes and improvements as part of the relationship. Ask for the specific hosting, backup, security, maintenance and recovery terms that apply to your proposed tool.
How will our firm know that the build is ready?+
Define acceptance criteria before approval. They can cover required data, permitted actions, restricted actions, exception visibility, handoffs and staff use. Bosseo says its team shows a working version early and refines it with feedback; your firm should use that review to identify gaps against the agreed criteria.
Should we build custom software or buy an existing product?+
Custom software is worth evaluating when a defined workflow remains poorly served by existing tools or requires repeated manual handoffs. If an off-the-shelf product fits the problem and its permissions, data handling, reliability and integration needs, it may be the better choice. Bosseo’s public page says the consultation can be used to decide whether custom software is appropriate.