What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page identifies examples including client portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and connections between existing systems. Whether a particular build is suitable depends on your workflow and technical review.
Do I need a finished requirements document before speaking with Bosseo?+
Bosseo says you can describe the bottleneck in plain English and that its team will ask questions and turn the problem into a scoped build. You should still bring the process steps, users, information, systems and exceptions you already know.
Can Bosseo connect a proposed tool to our existing systems?+
Bosseo describes connected tools involving websites, intake, dashboards, CRM, case-management and marketing systems. A specific connection should not be assumed. Ask for a review of your systems, fields, permissions, triggers and failure handling.
How should our firm evaluate data permissions?+
List the roles that need to view, create, edit, export or delete each record. Ask how access is changed when staff roles change, how administrative actions are recorded, and which security and retention terms apply to the proposed build.
What should we ask about hosting and recovery?+
Bosseo describes hosting and maintaining custom software on its managed or dedicated servers and refers to monitoring and backups. Ask for the specific hosting, backup, restoration, access and security terms that would apply to your firm. Do not rely on a general description as a firm-specific commitment.
How do we know whether custom software is the right choice?+
Compare the cost and operational burden of the current process, an existing product and a custom build. Custom software may be worth examining when a defined bottleneck requires a workflow that available tools do not fit. Bosseo’s consultation should also be allowed to conclude that custom software is unnecessary.