What kinds of custom software does Bosseo describe for law firms?+
Bosseo’s public Custom Software page describes client status portals, intake tools, internal dashboards, referral trackers and speed-to-lead tools, among other workflow-focused possibilities. Whether any particular tool is suitable requires a review of the firm’s process.
Do I need to prepare a technical requirements document?+
Bosseo’s public page says a firm can describe its bottleneck in plain English and that Bosseo asks the questions needed to shape the build. You should still bring the current workflow, users, records, systems and desired acceptance criteria so the discussion is concrete.
Can custom software connect to our existing systems?+
Bosseo’s public page says its custom tools can connect with a firm’s website, intake and dashboard and describes integrations with systems such as a CRM, case management and marketing stack. Specific connections, fields and permissions should be confirmed during scoping.
Who hosts and maintains the software?+
Bosseo’s public page says Bosseo hosts and maintains the custom tools it builds, describing dedicated servers, monitoring, backups, updates, fixes and improvements. Ask for the applicable operational, access, recovery and data-ownership terms before approval.
How should a Villas firm handle geographic information?+
Define the geographic field based on the firm’s legal and operational need. Villas is a census-designated place in Cape May County, New Jersey, but population geography does not determine how a firm should classify a client, matter or referral.
How do we know whether custom software is the right choice?+
Compare the defined bottleneck with an existing product, an off-the-shelf option and the cost of keeping the current process. A consultation should be useful even if the conclusion is that custom software is not necessary.