What kinds of custom software can Bosseo build for a law firm?+
Bosseo’s public Custom Software page gives client portals, intake tools, internal dashboards and referral trackers as examples. The appropriate build depends on the firm’s workflow, data and systems. A consultation should establish whether the problem is suitable for custom software.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says the process begins with a firm describing its bottleneck in plain English and that the team asks questions. You can prepare a process description, system list and access concerns, but the consultation is where the proposed scope should be clarified.
Can custom software connect to our existing systems?+
Bosseo describes connections with a firm’s website, intake and dashboard, and discusses CRM, case-management and marketing connections. Whether a specific connection is possible depends on the systems, access methods and data involved, so confirm it before relying on the connection.
Who hosts and maintains the software?+
Bosseo’s public page says it hosts and maintains the tools it builds and describes dedicated-server hosting, monitoring and backups. Ask for the operational details that apply to your proposed build, including access, backups, restoration and responsibilities.
How should we evaluate permissions?+
List each user role and the actions it may take: view, create, edit, export, delete or administer. Include client and outside-party access where relevant, and ask how access changes are handled when responsibilities change.
How do we know whether the build is ready?+
Use acceptance criteria tied to the workflow. Test the normal path as well as incomplete data, duplicates, denied access, failed transfers and recovery. The approving people and the treatment of failed tests should be agreed before work is considered complete.
