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, referral trackers, speed-to-lead tools, document collection tools and integrations between existing systems. The consultation should determine whether your particular problem is a suitable build.
Do I need a technical requirements document before speaking with Bosseo?+
Bosseo says its process begins with the firm describing the bottleneck in plain English and that its team asks the questions needed to scope the work. You should still bring a clear description of the current process, the systems involved and the outcome you need to evaluate.
Can a tool connect with systems my firm already uses?+
Bosseo’s public page describes connections with a firm’s website, intake, dashboard, CRM, case-management and marketing systems. Whether a specific connection is possible, what data it can exchange and what permissions it requires must be reviewed for your systems.
How should our firm evaluate access and recovery?+
Discuss user roles, restricted records, authentication, change handling, backups, restoration, monitoring and maintenance. Bosseo states that it hosts, monitors, maintains and backs up the tools it builds, but the consultation should clarify how those responsibilities apply to your proposed tool.
How do we compare custom software with an existing legal product?+
List the essential workflow requirements and test whether an existing product meets them without repeated entry, unsafe workarounds or unnecessary features. Custom software is worth considering when the current options do not fit the firm’s actual process.
What should we use to decide whether the build is acceptable?+
Use written checks for the records created, fields captured, permissions applied, integrations completed, errors handled, recovery tested and staff workflow supported. A visual demonstration alone is not enough.
