What can Bosseo custom software build for a law firm?+
Bosseo’s public page describes examples including client status portals, intake tools, internal dashboards, referral trackers, document-intake flows, calculators and integrations between systems. The appropriate build depends on the workflow discussed in consultation.
Do we need a technical requirements document before contacting 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 users, records, systems and constraints involved.
Can custom software connect to our existing systems?+
Bosseo states that its custom tools can connect with a firm’s website, intake and dashboard and discusses CRM, case-management and marketing connections. Confirm the specific systems, permissions, data fields, error handling and feasibility for your firm.
Who hosts and maintains the software?+
Bosseo’s public page says it hosts and maintains the tools it builds, describes dedicated-server hosting, and says updates, fixes and improvements are part of the ongoing relationship. Confirm the exact operational and contractual terms for your proposed tool.
How should we evaluate access to client or matter information?+
Define roles before approving the build. Ask who can view, create, edit, export or delete each type of information, how access changes when a role changes and how backups and restoration are handled. Do not assume that a standard portal provides the controls your firm needs.
How do we know whether custom software is justified?+
Compare the current process, an existing product and a custom option against the same requirements. If an existing product fits the workflow and controls without material workarounds, custom development may not be the best choice.