What types of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page names client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers and tools that connect workflows. The appropriate scope depends on the firm’s process and technical requirements.
Do we need a requirements document before contacting Bosseo?+
Bosseo says the firm can describe the bottleneck in plain English and that its team will ask questions and scope the build. You should still bring examples of the process, the people involved, the information used and the decisions the tool must support.
Can Bosseo connect a custom tool to our existing systems?+
Bosseo describes connections with websites, intake, dashboards, CRM, case-management and marketing systems. Whether a specific connection is feasible for your firm requires review of the system, permissions, available data and desired behavior.
How should we evaluate hosting and maintenance?+
Bosseo states that it hosts and maintains the tools it builds and describes dedicated-server hosting, monitoring and backups. Ask about the specific scope, access controls, backup and restoration practices, maintenance responsibilities and any service commitments that would apply to your project.
What should staff test before accepting the tool?+
Test the main workflow, incomplete information, duplicate records, incorrect edits, permission boundaries, failed transfers and recovery procedures. Assign approval to people who will use the tool, not only to the person who requested it.
How do we know whether custom software is preferable to an existing product?+
Compare the current process and available products against the firm’s required data, permissions, integrations, maintenance needs and acceptance criteria. If an existing product fits the documented need without harmful workarounds, custom software may not be necessary.