What kinds of software can Bosseo discuss with a law firm?+
Bosseo’s Custom Software page gives client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document-intake flows, calculators and connections between existing systems as examples. Whether a particular idea is suitable requires a consultation and scope review.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says a firm can begin by describing its bottleneck in plain English. You can make the conversation more useful by bringing the current workflow, the systems involved, the users, the records and the result you need to test.
Can Bosseo connect the tool to our current systems?+
Bosseo describes connected tools and integrations with systems such as websites, intake, dashboards, CRM and case-management software. A specific connection should be confirmed separately, including available access, data exchanged, error handling and responsibilities.
Who should be involved in the evaluation?+
Include the person who owns the process, people who perform it, someone responsible for relevant systems or records and a decision-maker who can approve scope. If clients or referral contacts will use part of the tool, include their access needs in the review even if they do not attend the consultation.
What should we ask about hosting and recovery?+
Ask what hosting, monitoring and backups apply to the proposed tool, how restoration works, what responsibilities remain with the firm and what terms govern the service. Do not assume a particular uptime, retention period or recovery time without written confirmation.
How do we know whether custom software is appropriate?+
Custom software is worth evaluating when a defined workflow does not fit an available tool and the firm can explain the data, users, permissions, connections and acceptance conditions. If an existing product solves the problem without risky workarounds, the right decision may be to use that product instead.