What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page describes client portals, intake tools, internal dashboards, speed-to-lead tools and referral trackers, among other workflow-focused possibilities. The appropriate build depends on the process your firm brings to the consultation.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says a firm can describe the bottleneck in plain English and that its team will ask questions. You do not need to arrive with a finished specification, but bringing the current steps, systems, users and exceptions will make the discussion more concrete.
Will the proposed tool connect to our existing software?+
Bosseo’s page describes connections with a firm’s website, intake, dashboard, CRM, case-management and marketing systems. It does not establish compatibility with every vendor or configuration. Provide the exact systems and ask for a specific integration review before treating a connection as included.
How should our firm evaluate permissions and recovery?+
Ask who can view, create, edit or export each type of information. Also ask about backups, restoration, maintenance responsibility, access changes and what happens when a transfer fails. Bosseo describes hosting, monitoring and backups publicly, but your firm should confirm the applicable details for its proposed build.
Can the software change after staff begin using it?+
Bosseo’s public page describes feedback on an early working version, iteration after launch, updates, fixes and adjustments. Confirm the boundaries of included maintenance, the way requests are prioritized and which changes would require a new scope.
How do we know whether custom software is better than an off-the-shelf tool?+
Compare the available product with your defined workflow. If an existing tool handles the required process without duplicate entry or unsuitable workarounds, it may be the better choice. Consider custom software when the firm’s specific bottleneck, data rules and required connections are not adequately served by an available option.