What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public page describes client status portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows, calculators and connections between existing systems. The appropriate scope depends on your workflow and technical requirements.
Do we need a requirements document before contacting Bosseo?+
Bosseo says the conversation can begin with a plain-language description of the annoyance or manual task. You can make the discussion more useful by bringing the current steps, systems involved, user roles, exceptions and desired acceptance criteria.
Can Bosseo connect a tool to our current software?+
Bosseo describes integrations with a firm’s website, intake, dashboard and existing operational systems. That does not confirm compatibility with every product. Bring the systems and data flows you use and ask for a specific technical review.
Who hosts and maintains the custom tool?+
Bosseo states that it hosts and maintains the tools it builds and describes dedicated hosting, monitoring and backups. Confirm the proposed build’s security controls, recovery process, access management, maintenance scope and applicable terms before proceeding.
How should our staff evaluate a working version?+
Use real workflow requirements without exposing unnecessary confidential information. Check required fields, permissions, handoffs, exceptions, notifications and records. Ask the people who perform the work to identify missing steps and document which changes are required for acceptance.
How do we decide between custom software and an existing product?+
Choose an existing product when it fits the essential workflow and its limitations are acceptable. Consider custom software when a defined bottleneck requires repeated workarounds or connections between systems. Bosseo’s consultation can help determine whether a custom build is appropriate, including the possibility that it is not.