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 connections among existing systems. Whether a particular build is appropriate requires a firm-specific review.
Do I need a technical requirements document before speaking with Bosseo?+
Bosseo’s public page says a firm can describe the bottleneck in plain English and that Bosseo asks the questions needed to scope the build. Bring the current workflow, people involved, systems used and the result you need to evaluate.
Can Bosseo connect a tool to my current systems?+
Bosseo says its custom tools can connect with a firm’s website, intake, dashboard, CRM, case management and marketing stack. Availability, data direction, permissions and failure handling must be confirmed for your specific systems.
Who hosts and maintains the software?+
Bosseo states that it hosts custom tools on dedicated servers and maintains them after launch. Ask for the specific hosting, backup, recovery, security, access and data-export terms that apply to your proposed tool.
How should a Glenn Heights firm handle its Dallas County and Ellis County relationship in the design?+
Treat county as a design input only when it changes a real routing, reporting or matter requirement. Glenn Heights is recorded as a municipality associated with Dallas County and Ellis County, but that geographic fact does not establish a need for separate software workflows.
How do I know whether custom software is justified?+
Compare the recurring manual work and control problem with the effort of changing or configuring an existing product. A consultation should clarify whether the bottleneck warrants a custom build and should define the investment and acceptance criteria before work begins.