What kinds of custom software can a law firm discuss with Bosseo?+
Bosseo’s public Custom Software page describes client portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and integrations between existing systems. Whether a particular build is appropriate depends on your workflow and the systems involved.
Do we need a requirements document before speaking with Bosseo?+
Bosseo says you can describe the operational annoyance in plain English and that its team will ask questions and turn the problem into a scoped build. You should still bring the people, systems, records and decisions involved so the discussion is concrete.
Can Bosseo connect a proposed tool to our existing systems?+
Bosseo describes connections with websites, intake, dashboards, CRM, case-management and marketing systems. Compatibility with your specific products, accounts and data exchanges must be reviewed during scoping; it should not be assumed from a general category.
How should we evaluate security and permissions?+
Identify each user role and the records that role may view, create, edit, approve or export. Ask how access changes are handled, how sensitive actions are recorded and what recovery expectations apply. The exact controls for your build need to be discussed rather than inferred.
Who hosts and maintains the software?+
Bosseo’s public page says it hosts custom tools on dedicated servers and maintains them after launch, including updates, fixes and improvements as the firm changes. Confirm the specific hosting, maintenance, support and recovery scope for your proposed tool.
How will we know whether the build is ready?+
Agree on acceptance criteria before approval. Test the required workflow, permissions, data handling, integrations and failure cases with the staff who will use the tool. A working version and feedback cycle can support review, but the firm must define the standard it is accepting.