What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page gives examples including client status portals, speed-to-lead tools, referral trackers, document-intake flows, internal dashboards and connections between existing systems. The appropriate scope depends on your firm’s bottleneck and systems.
Do we need a technical requirements document before contacting Bosseo?+
Bosseo says the conversation can begin with a plain-English description of the problem and that its team asks the questions needed to shape the build. You should still bring the workflow, users, systems and desired outcome as clearly as you can.
Can Bosseo connect a tool to our current case-management system?+
Bosseo describes integrations with CRM, case-management and marketing systems, but the public page does not list every platform or guarantee a particular connection. Ask for a review of your specific system, access method, fields, permissions and failure handling.
How should our firm evaluate security and access?+
Define roles, permitted actions, sensitive fields, account removal, correction procedures and audit expectations. Bosseo’s public page discusses hosted, monitored and backed-up infrastructure, but firm-specific security and recovery requirements should be answered during scoping.
What should acceptance testing include?+
Test a normal record, incomplete information, duplicate information, an unauthorized action, an integration failure and a correction. Confirm the expected result for each case and identify who approves the tool for use.
Should we build custom software or buy an existing product?+
Buy when an existing product handles the requirement without costly workarounds. Consider custom software when a focused tool can address a clearly defined bottleneck that available products do not fit. The consultation should be a scope decision, not an automatic recommendation to build.
