What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page lists examples including client status portals, speed-to-lead tools, referral trackers, document intake flows, internal dashboards, calculators and integrations between existing systems. Whether a particular build is appropriate depends on your workflow, data, permissions and integration requirements.
Do we need a technical requirements document before booking?+
Bosseo says the initial conversation can begin with a plain-English description of the bottleneck rather than a completed requirements document. You should still be prepared to discuss users, records, systems, access rules, exceptions and what would count as working.
Can custom software connect with our current systems?+
Bosseo describes connections with a firm’s website, intake, dashboard, CRM, case management and marketing stack. The specific systems, fields, permissions and synchronization rules must be reviewed; the public page does not establish that every vendor or integration is supported.
Who hosts and maintains the tool?+
Bosseo says its custom tools are hosted on dedicated servers and maintained after launch, with updates, fixes and improvements described as part of the relationship. Ask during scoping for the exact hosting, monitoring, backup, recovery and responsibility terms for your proposed build.
How should we evaluate permissions and sensitive information?+
Start with roles and actions. Specify who may view, create, edit, assign, export or delete each relevant record, then review client-facing access and role changes separately. Include those decisions in the scope and acceptance criteria rather than relying on a general statement that the tool is secure.
How do we know whether custom software is worth considering?+
Identify a repeated bottleneck, define its data and users, review the systems it touches, and compare the proposed tool with an off-the-shelf option. If the problem is not clear or the required behavior cannot be agreed, custom software is not ready for approval. Bosseo’s consultation is the place to scope that decision.