What kinds of custom software does Bosseo describe for law firms?+
Bosseo describes client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document-intake flows, calculators and integrations between existing systems. Whether a particular request is suitable must be confirmed in consultation.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo’s public page says a firm can describe its bottleneck in plain English and that the team asks the questions needed to scope the work. You should still bring the workflow, users, systems, data and desired result so the discussion can be specific.
Can Bosseo connect a custom tool to our current systems?+
Bosseo says its custom tools can connect with a firm’s website, intake and dashboard and discusses CRM, case-management and marketing connections. That does not confirm a particular integration. Ask for project-specific confirmation, data-flow details and failure handling.
Who decides what each user can see?+
The firm should define the roles and access rules, while Bosseo can review how those rules would be represented in the proposed tool. Include view, create, edit, approval, export and administrative actions in the discussion.
What should we ask about hosting and recovery?+
Ask what is hosted, monitored and backed up; how restoration is tested; how long information is retained; who handles an incident; and what the firm does during an interruption. Bosseo’s public page describes hosted and maintained tools but does not state project-specific recovery commitments.
How do we know whether custom software is appropriate?+
Custom software is worth reviewing when a defined workflow remains poorly served by existing tools and the firm can specify the data, roles, integrations and acceptance test. If an existing product fits the need without risky workarounds, custom development may not be necessary.