What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page lists examples including client status portals, intake tools, internal dashboards, referral fee trackers, document intake flows, calculators and connections between existing systems. The appropriate scope depends on the firm’s actual bottleneck and the systems involved.
Do we need to prepare a technical requirements document?+
Bosseo says a firm can begin by describing the operational annoyance in plain English. You can still improve the consultation by bringing a workflow map, system list, user roles, data concerns and desired acceptance conditions.
Will Bosseo connect the tool to our current systems?+
Bosseo describes connections to a firm’s website, intake, dashboard, CRM, case-management and marketing stack. The page does not establish compatibility with every product, so ask for confirmation of each proposed connection and its limits.
How should a firm evaluate permissions?+
List each user group and the records and actions it needs. Review viewing, editing, exporting, deletion, administrative access and role changes. Make the approved permission behavior part of acceptance rather than assuming every user should see the same information.
What should we ask about hosting and recovery?+
Bosseo states that it hosts and maintains the tools it builds and describes managed infrastructure, monitoring and backups. Ask for the recovery expectations relevant to your workflow, including fallback during an interruption, restoration testing and responsibility for operational decisions.
How do we know whether custom software is appropriate?+
Custom software is worth evaluating when a recurring bottleneck is not well served by an existing product and the firm can define the process, users, data and acceptance conditions. If an off-the-shelf tool already fits the need, the consultation should make that clear rather than forcing a custom build.