What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public page describes client status portals, intake tools, internal dashboards, referral-fee trackers, speed-to-lead tools, document-intake flows, calculators and integrations as examples. The consultation should determine whether a specific problem merits a build.
Do we need a requirements document before contacting Bosseo?+
Bosseo says a firm can describe the annoyance in plain English and that its team asks the questions needed to turn the problem into a scoped build. You should still bring the current users, handoffs, data and exceptions you already know.
Can Bosseo connect the tool to our existing systems?+
Bosseo’s public page describes connections with a firm’s website, intake and dashboard and gives CRM, case-management, billing and conflict-check examples. Compatibility with your particular systems must be reviewed and confirmed; it should not be assumed.
How should we evaluate permissions and confidential information?+
List who may view, create, edit, export or delete each type of information. Discuss access removal, audit needs, backup and restoration expectations, and behavior during an outage. Ask that agreed requirements appear in the scope and acceptance criteria.
Who hosts and maintains a custom tool?+
Bosseo states that it hosts and maintains the tools it builds on dedicated servers and describes monitoring and backups in its public page. Ask during consultation which hosting, maintenance, recovery and access arrangements apply to the proposed tool.
How do we know whether custom software is worth considering?+
Start with one recurring bottleneck and compare its current workflow with suitable existing products. Custom work is worth further review when the process has a clear requirement that existing tools do not address without unacceptable workarounds. The consultation should also identify when custom software is unnecessary.