What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page describes possible builds including client status portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows, calculators and connections between existing systems. Whether a particular build is appropriate depends on your workflow and scope.
Do we need a requirements document before speaking with Bosseo?+
The public page says a firm can describe its bottleneck in plain English and that Bosseo asks questions to turn the problem into a scoped build. You should still bring the current workflow, users, information involved and known access or recovery concerns.
Can custom software connect to our current systems?+
Bosseo describes connections with a firm’s website, intake and dashboard and discusses CRM, case-management and marketing systems. The specific systems and connection details for your firm must be reviewed and confirmed during scoping.
Who hosts and maintains the software?+
Bosseo’s public page says its custom software is hosted on dedicated servers and that the team maintains updates, fixes and improvements. Ask during consultation how hosting, access, backups, recovery, support boundaries and offboarding apply to your proposed tool.
How should we decide between custom software and an existing product?+
Compare the current workflow with the available product’s actual fit. Custom software may be worth reviewing when a repeated bottleneck requires workarounds or manual connections; an existing product may be preferable when it already meets your requirements. Bosseo’s consultation should be used to determine which answer fits your firm.
What should staff test before we accept the tool?+
Test the actions that matter to the workflow: creating and updating records, permissions by role, required fields, handoffs, exception handling, reporting or status visibility, recovery expectations and any confirmed connections. Use acceptance criteria agreed during scoping.