What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page describes client portals, intake tools, internal dashboards, referral trackers, document-intake flows, calculators and connections between existing systems. The consultation should determine whether your specific problem is suitable and what scope it requires.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says the conversation can begin with a plain-language description of the bottleneck rather than a completed specification. You will still need to supply accurate information about your workflow, systems, users, data and approval requirements so the scope can be evaluated responsibly.
Can Bosseo connect the tool to our current software?+
Bosseo describes connections with a firm’s website, intake, dashboard, CRM, case-management platform and marketing stack. That does not confirm compatibility with your particular software. Bring the product names, access constraints and desired data flow so feasibility can be reviewed.
Who decides what users are allowed to see?+
Your firm must decide the access rules for attorneys, staff, administrators and clients. Discuss those rules during scoping, including who may create, edit, export or delete information and how access changes when responsibilities change.
What should we use to approve the finished tool?+
Use written acceptance criteria tied to the workflow. Test normal cases as well as missing information, duplicates, failed connections, incorrect assignments and corrections. Approval should depend on observable behavior, not simply on whether the interface looks complete.
What does Bosseo say about hosting and maintenance?+
Bosseo’s public page says its team hosts and maintains the custom tools it builds, and describes managed infrastructure, monitoring and backups. Confirm the exact responsibilities, service scope and operational expectations for your proposed tool during the consultation.