What types of custom software does Bosseo describe for law firms?+
Bosseo describes client portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and tools that connect systems a firm already uses. Whether a particular build is suitable depends on the firm’s workflow and technical environment.
Do I need to prepare a technical requirements document?+
Bosseo’s public page says you can begin by describing the bottleneck in plain English. You should still bring enough operational detail to identify users, records, permissions, systems, exceptions and acceptance criteria.
Can custom software connect to my current systems?+
Bosseo says its custom tools can connect with a firm’s website, intake and dashboard and refers to CRM, case-management, billing and conflict-check workflows. Compatibility with your specific systems and configuration must be reviewed rather than assumed.
Who hosts and maintains the software?+
Bosseo’s public page says it hosts and maintains the tools it builds on dedicated servers and includes updates, fixes and improvements in the ongoing relationship. Ask for the operating terms, access controls, recovery expectations and change process for your proposed tool.
How should a law firm evaluate permissions?+
Start with the records and actions in the workflow. For each user role, decide what may be viewed, created, edited, exported or deleted. Include internal staff, administrators and any client-facing access that may be in scope.
How do we decide whether custom software is better than an existing product?+
Compare the actual workflow with available products. Custom software may be worth reviewing when the firm is maintaining workarounds or moving information between systems, but a suitable existing product may be the better choice. The consultation should establish that distinction rather than presume a custom build.