What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page describes possible builds including client status portals, intake tools, internal dashboards, referral trackers and tools that connect parts of a firm’s workflow. Your consultation determines whether the particular process and systems are suitable.
Do we need a technical requirements document before contacting Bosseo?+
Bosseo says the conversation can begin with a plain-language description of the bottleneck rather than a completed requirements document. You should still bring the current steps, people involved, records used and decisions the tool must support.
Can Bosseo connect a custom tool to our existing systems?+
Bosseo describes custom tools connected with a firm’s website, intake and dashboard, and discusses connections with systems such as CRM and case management. A specific connection is not established until its technical requirements, permissions, data exchange and failure handling are reviewed.
How should we evaluate data and permissions?+
Define each record and field, then list which roles may view, add, change, export or delete it. Include corrections, duplicates, former staff and client-facing access where applicable. Ask Bosseo how those decisions would be represented in the proposed scope.
What should we ask about hosting and recovery?+
Bosseo describes hosting, monitoring and backups on dedicated servers. Ask for the specific arrangement for your build, including retention, restoration authority, testing and the firm’s responsibilities during an interruption. Do not treat general hosting language as a recovery specification.
How do we know whether a build is ready for our staff?+
Use written acceptance criteria based on observable behavior. Test normal and exceptional cases, permissions, incomplete data, failed handoffs and recovery of a test record. Also ask how onboarding and post-launch maintenance would apply to the proposed tool.