What kinds of custom software can Bosseo discuss with a Raymondville law firm?+
Bosseo publicly describes client portals, intake tools, internal dashboards, referral fee trackers, speed-to-lead tools, document intake flows, calculators and connections between existing systems. Whether a specific build is appropriate depends on the firm’s workflow and systems.
Do we need a technical requirements document before contacting Bosseo?+
Bosseo says a firm can describe the annoyance in plain English and that its team will ask questions. Bring the process, users, systems and desired outcome; confirm the resulting scope before work begins.
Can Bosseo connect the tool to our existing systems?+
Bosseo describes connections to a firm’s website, intake and dashboard and gives examples involving CRM, case-management, billing and conflict-check processes. Compatibility with your particular systems and configuration must be reviewed rather than assumed.
How should we evaluate access to client or matter information?+
Ask for a firm-specific explanation of roles, permissions, access removal, auditability, backups, restoration and incident responsibilities. Decide what information each user may view or change and test those rules.
What does hosting and maintenance mean here?+
Bosseo’s public page says it hosts and maintains custom software on dedicated servers and describes monitoring, backups, security, updates, fixes and improvements. Confirm the exact service scope, responsibilities and recovery expectations for your proposed build.
How do we know whether custom software is better than an existing product?+
Compare the current workflow with available tools. Custom software may be worth reviewing when the firm is maintaining workarounds or manually connecting systems, but Bosseo’s consultation should also be allowed to conclude that an existing product or process change is sufficient.