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 and referral fee trackers, along with document intake flows and connections between systems. The consultation should determine whether your specific workflow is suitable.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says you can begin by describing the bottleneck in plain English rather than preparing a requirements document. You should still bring enough detail to explain the current steps, users, information and exceptions.
Can a custom tool connect to our current systems?+
Bosseo describes connections with a firm’s website, intake and dashboard and discusses CRM, case-management, billing, conflict-check and marketing systems. Compatibility with your particular systems and configuration must be reviewed and confirmed; it should not be assumed.
How should we evaluate permissions?+
Ask who may view, create, edit, approve, export or delete each important type of information. Also decide how access changes, corrections and client-facing information will be handled. The appropriate permissions model depends on your firm’s workflow and must be scoped directly.
Who hosts and maintains the software?+
Bosseo states that it hosts and maintains the tools it builds on dedicated servers and describes updates, fixes and improvements as part of the relationship. Confirm the hosting scope, recovery expectations, security responsibilities and service terms for your project.
How do we know whether custom software is worth pursuing?+
Compare the current bottleneck with the cost and complexity of changing it. Establish a baseline, define acceptance criteria and consider whether an existing product or process change solves the problem more simply. A consultation can produce an honest scope decision, including a conclusion that custom software is unnecessary.
