What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page gives examples including client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows, calculators and integrations between existing systems. Whether a specific idea is suitable requires a consultation.
Do I need a technical requirements document before contacting Bosseo?+
No. Bosseo says the conversation can begin with a plain-English description of the bottleneck. You should still bring useful operational detail: who performs the work, what information is involved, which systems are touched and what a correct outcome would look like.
Can a proposed tool connect with our existing systems?+
Bosseo describes connections with a firm’s website, intake and dashboard, and refers to CRM, case-management and marketing-stack connections. Specific platforms, data flows, authentication methods and failure handling are not established by the public page, so they should be reviewed and confirmed in scope.
How should we evaluate hosting and recovery?+
Ask what hosting, monitoring, backups, security, restoration, access and data export include for the proposed build. Bosseo’s page describes dedicated-server hosting and ongoing maintenance, but it does not publish a universal uptime, recovery-time or recovery-point commitment.
Who decides what each user can see?+
Your firm should define the roles and actions required for each workflow. Review view, create, edit, assignment, approval, export and deletion permissions, including external access for any client-facing portal. The final permission design should be confirmed for the specific build.
How do we know whether custom software is the right choice?+
Compare the proposed tool with an existing product, a configuration change or a process change. Custom software may be worth reviewing when a recurring bottleneck depends on your firm’s particular workflow, but the consultation should also be able to identify situations where custom development is unnecessary.