What kinds of custom software does Bosseo describe for law firms?+
Bosseo’s public page describes client portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows, calculators and integrations between systems as examples. The appropriate scope for your firm must be determined during consultation.
Do we need a requirements document before speaking with Bosseo?+
Bosseo says the process can begin with a plain-English description of the bottleneck rather than a formal requirements document. You should still bring the current workflow, users, systems, permissions and exceptions so the conversation can produce a meaningful scope.
Can Bosseo connect the tool to our existing systems?+
Bosseo describes connections with a firm’s website, intake and dashboard, and refers to CRM, case-management and marketing integrations. Your exact systems, data mappings and technical feasibility should be confirmed before they are treated as part of the build.
How should a firm evaluate data access and recovery?+
Ask which roles can view or change each record, how access is removed, how backups and restoration work, what retention applies and how data can be exported. Bosseo describes hosting and backups, but your firm should obtain the specific operating details it requires.
What should count as acceptance?+
Acceptance should be based on observable behavior: required fields, correct status changes, permitted and blocked access, duplicate handling, failed-transfer behavior, recovery expectations and approval by the responsible firm owner. Do not use population or anticipated lead volume as technical acceptance criteria.
Should every manual task become custom software?+
No. Compare the cost and risk of the current process with an existing product, a process change and a custom build. Bosseo’s public page frames the consultation as a way to discuss the bottleneck and scope the appropriate tool; a build should proceed only when its fit is clear.