What kinds of tools does Bosseo describe for law firms?+
Bosseo’s Custom Software page gives examples including client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows and connections between systems. Whether a particular tool is appropriate for your firm requires a scope discussion.
Do we need a requirements document before speaking with Bosseo?+
Bosseo says you can describe the bottleneck in plain English and that its team will ask questions. You should still bring a clear description of the current process, the records involved and the result you want to evaluate.
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, billing and marketing connections. Compatibility with your systems, permissions and data rules must be confirmed before it is treated as part of scope.
How should our firm evaluate security and access?+
Ask for a role-by-role discussion of viewing, editing, exporting, administrative access and access removal. Also ask how backups, restoration and interruptions would be handled. The public page does not provide one universal access or recovery specification for every build.
Who hosts and maintains a custom tool?+
Bosseo says it hosts custom tools on dedicated servers and provides ongoing maintenance, including updates, fixes and improvements. Confirm the precise hosting, monitoring, backup, support and responsibility terms for your proposed project.
How do we know whether custom software is justified?+
Compare the defined bottleneck with the cost and complexity of changing the workflow or using an existing product. Custom software is worth evaluating when a recurring process does not fit available tools and the firm can define the data, permissions, integrations and acceptance criteria clearly.
