What can Bosseo Custom Software build for a law firm?+
Bosseo’s public page describes client portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and integrations between existing systems. Whether a particular tool is suitable for your firm requires a scope review.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says the firm can describe the bottleneck in plain English and that its team will ask questions and turn the problem into a scoped build. Bringing your current workflow, systems, users and acceptance needs will make the discussion more useful.
Will Bosseo integrate with our CRM or case-management system?+
The public page describes integrations with CRM, case-management and marketing systems, but it does not establish compatibility with every product or configuration. Ask Bosseo to confirm the specific systems, fields, triggers and error handling in scope.
Who hosts and maintains a custom tool?+
Bosseo states that it hosts and maintains the tools it builds, including hosting on dedicated servers and providing updates, fixes and improvements. Confirm the operational details, recovery expectations and service commitments for your proposed tool.
How should our firm evaluate security and permissions?+
Define user groups, access levels, administrative responsibilities, client visibility, exports, former-user access and handling of errors. Ask for the applicable technical and operational details during scoping rather than assuming that a general hosting statement answers every security question.
How do we know whether custom software is worth considering?+
Compare the defined bottleneck with viable alternatives. Custom software is worth further review when an existing tool does not fit the required workflow and the problem, data, permissions, integrations and acceptance criteria can be stated clearly. Bosseo’s consultation can also determine that an off-the-shelf option is more appropriate.