What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page describes client status portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows, calculators and connections between existing systems. Whether a particular idea is suitable depends on your workflow and technical requirements.
Do we need a requirements document before contacting Bosseo?+
Bosseo says you can describe the annoyance in plain English and that its team will ask questions and turn the problem into a scoped build. You should still bring examples of the current process, the people involved and the systems or files affected.
Can Bosseo connect a custom tool to our existing systems?+
Bosseo describes custom tools as connected to a firm’s website, intake and dashboard and refers to connections with CRM, case-management and marketing systems. Your specific systems, access method, data rules and failure handling must be reviewed before an integration is treated as available or included.
How should we evaluate security and access?+
Discuss role permissions, restricted information, account changes, backups, restoration, monitoring and incident handling during scope review. Bosseo states that its hosted stack includes monitoring, backups and security, but your firm should request the details relevant to the proposed tool and its data.
How will we know whether the build is ready?+
Define acceptance checks tied to the intended workflow. Test the normal path, incomplete information, duplicate records, permission boundaries and visible exceptions. The approving people should be identified before the first release is accepted.
Should we build custom software or buy an existing product?+
Buy an existing product when it fits the actual problem without costly workarounds. Consider custom software when a recurring bottleneck remains after available tools are evaluated. Bosseo’s consultation can be used to scope the issue, including the possibility that custom software is not the right answer.