What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page gives examples including client status portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows and integrations between existing systems. Whether a particular build is appropriate depends on your workflow and scope.
Do we need a requirements document before contacting Bosseo?+
Bosseo says a firm can describe the bottleneck in plain language and that its team will ask questions and shape the scope. You should still bring a clear description of the current process, users, systems and desired outcome so the discussion can address data, permissions and acceptance criteria.
Will a custom tool integrate with our current systems?+
Bosseo describes integrations with a firm’s website, intake, dashboard and other operational systems. Availability for your specific CRM, case-management, billing or other software must be reviewed during scoping; the public page does not establish universal compatibility.
Who hosts and maintains the software?+
Bosseo states that it hosts and maintains the tools it builds, describing dedicated servers, monitoring, backups, updates, fixes and improvements. Ask which hosting, recovery, security and maintenance terms apply to your proposed build.
How should our staff test the proposed tool?+
Use representative, de-identified workflows. Test normal intake, incomplete information, corrections, permission boundaries, document handling, handoffs and the manual fallback if the tool is unavailable. Set acceptance criteria before deciding that the build is ready for your firm.
Can we decide that custom software is not the right answer?+
Yes. Bosseo’s page says the consultation is intended to determine whether it can help and describes custom software as a response to a specific bottleneck. Compare the proposed build with an off-the-shelf product, a workflow change or a related Bosseo service before approving custom work.