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, speed-to-lead tools, and connections between systems. The consultation determines whether a specific request is suitable.
Do I need a requirements document before contacting Bosseo?+
Bosseo says that describing the annoyance is enough to begin the conversation. You can bring the current workflow, the people involved, the systems used, and the result you need to evaluate. A detailed scope should still be agreed before work begins.
Can the tool connect to our existing systems?+
Bosseo describes connected tools and integrations with a firm’s existing website, intake, dashboard, CRM, case-management, or marketing stack. The exact connection depends on your systems, permissions, data definitions, and technical feasibility, so it should be reviewed rather than assumed.
How should our firm evaluate permissions?+
Discuss each user group and the records or fields it may create, view, edit, approve, or delete. Include client-facing access, administrative access, exceptions, and recovery expectations in the scope. Do not rely on a generic role name to define a sensitive workflow.
Who hosts and maintains a custom tool?+
Bosseo’s public page says it hosts and maintains the custom tools it builds on dedicated servers and provides updates, fixes, and improvements as part of the relationship. Ask the consultation to clarify the arrangements that apply to your proposed tool.
How do we know whether custom software is better than an off-the-shelf product?+
Compare the cost and risk of the current workaround with the fit of available products. Custom software may be worth reviewing when a firm is maintaining spreadsheets, repeating entry, or forcing staff through a process that does not match its work. If an existing product meets the need, that may be the better decision.