What kinds of tools can Bosseo Custom Software address?+
Bosseo’s public Custom Software page names client portals, intake tools, internal dashboards, speed-to-lead tools and referral trackers as examples. The consultation should determine whether your specific bottleneck is suitable for a custom build.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says a firm can describe the bottleneck in plain English and that its team will ask the questions needed to scope the work. You should still bring a clear account of the current process, users, systems, data and exceptions.
Can Bosseo connect the tool to our existing systems?+
Bosseo’s public page describes connections with a firm’s website, intake, dashboard, CRM, case management and marketing stack. The exact systems, fields, permissions and data pathways must be confirmed for your firm before they are included in scope.
How should a law firm review security and access?+
Ask for a firm-specific review of user roles, client visibility, administrative access, backups, restoration, retention, authentication and offboarding. Bosseo publicly describes hosting, monitoring, backups and security for its managed stack, but the proposed controls and responsibilities should be documented for your project.
How will we know whether the software is ready?+
Agree on observable acceptance criteria before the work is approved. Test normal and exceptional cases, including missing information, duplicate records, permission limits and failed transfers. Assign a person at the firm to review and approve the results.
What happens after the tool is launched?+
Bosseo’s public page says its team hosts and maintains the software it builds and describes updates, fixes and improvements as part of the relationship. Confirm the precise maintenance scope, response expectations, change process and firm responsibilities during the consultation.