What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page lists examples such as client status portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document-intake flows, calculators and integrations between existing systems. Your consultation should determine whether your specific workflow is a suitable candidate.
Do we need a requirements document before contacting Bosseo?+
The public page says you can describe the bottleneck in plain English and that Bosseo asks the questions needed to scope the build. You should still bring the current workflow, systems involved, users, data concerns and examples of exceptions so the discussion is concrete.
Can a custom tool connect with our current systems?+
Bosseo describes custom tools connected with a firm’s website, intake and dashboard, and gives examples involving CRM, case-management, billing and conflict-check workflows. Availability for your systems is not established by that general description, so request a technical review of each required connection.
Who hosts and maintains the software?+
Bosseo’s public page says it hosts, monitors and maintains the tools it builds on its managed stack, and describes updates, fixes and improvements as part of the relationship. Ask for firm-specific details about access, backups, recovery, maintenance communication and responsibilities.
How should our firm evaluate permissions?+
Define roles before approving the build. For every data type, specify who may view, create, edit, export or delete it. Include administrators, ordinary staff and any outside users who may receive access through a portal or form.
What should we test before accepting the tool?+
Test the ordinary workflow and the exceptions: incomplete information, duplicate records, denied permissions, failed connections, changed assignments and recovery after an interruption. Acceptance should state the expected result for each scenario and identify who approves it.