What types of custom software does Bosseo describe for law firms?+
Bosseo’s public Custom Software page gives examples including client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows, calculators and connections between existing systems. Whether a particular build is suitable for your Hilliard firm requires a workflow review.
Do we need a requirements document before speaking with Bosseo?+
Bosseo says the conversation can begin with a plain-English description of the bottleneck rather than a completed specification. You should still be prepared to discuss users, records, permissions, exceptions and what would make the tool acceptable.
Can Bosseo connect the tool to our current systems?+
Bosseo states that its custom tools can connect with a firm’s website, intake and dashboard and gives CRM and case-management examples. That does not confirm compatibility with your systems. Ask for a specific integration review covering access, field mapping, failures and testing.
Who hosts and maintains a custom tool?+
Bosseo’s public page states that it hosts, monitors, backs up and maintains the tools it builds on dedicated servers. Ask to review the terms for support, recovery, data export, security responsibilities and service changes before approval.
How should our firm evaluate permissions?+
List every user role and the information each role may view, create, edit, approve or export. Include client-facing access, staff changes, offboarding, audit needs and exceptional cases. Have the appropriate firm decision-makers review the design before acceptance.
How much will a custom build cost?+
The public page says scope and investment are defined on the call and does not publish a universal price. The appropriate next step is to describe the bottleneck and request a scope that identifies the proposed work, assumptions, integrations to investigate and investment.
