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, referral fee trackers, document intake flows and integrations as examples. Your consultation should determine whether your specific workflow is suitable and what scope is supportable.
Do I need a technical requirements document before contacting Bosseo?+
No technical document is required to describe the problem. Start with the task your staff performs manually, then bring the systems, users, information and controls involved. Bosseo describes discovery around the firm’s actual workflow.
Can Bosseo connect the tool to our existing systems?+
Bosseo describes custom tools connected with a firm’s website, intake and dashboard, and discusses CRM, case-management and marketing-stack connections. Availability for your particular systems and configuration must be confirmed during scoping; it should not be assumed from a general example.
How should our firm evaluate permissions?+
List each role that may view, create, edit, approve, export or delete information. Then identify restricted records and exception handling. Ask for those decisions to be reflected in the proposed scope and tested against acceptance criteria.
Who hosts and maintains the software?+
Bosseo’s public page says its team hosts and maintains what it builds on its managed infrastructure and describes updates, fixes, onboarding and iteration. Discuss the operating arrangement, recovery expectations, responsibilities and any unanswered technical questions before approving the work.
How do we know whether custom software is better than an off-the-shelf product?+
Compare the existing product’s actual fit with the cost and risk of current workarounds. Custom software may be worth evaluating when a narrow, repeated bottleneck crosses systems or requires rules a generic product does not match. It may not be appropriate when an existing tool already meets the requirement.