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, speed-to-lead tools, referral trackers, document intake flows, calculators and integrations between existing systems. The consultation should determine whether your particular request is appropriate and what would be in scope.
Do we need a requirements document before speaking with Bosseo?+
Bosseo says you can describe the bottleneck in plain English and that its team asks the questions needed to shape the build. You should still bring the current workflow, users, systems and data concerns so the discussion can address permissions, recovery and acceptance clearly.
Can custom software connect to our current legal systems?+
Bosseo states that its tools can connect with a firm’s website, intake and dashboard and discusses connections involving CRM, case management, billing, conflict checks and marketing systems. Availability for your specific systems is not established by that general description, so ask for a direct integration assessment.
How should a Fond du Lac firm define the geographic scope of a tool?+
Define scope by the clients, matters, staff and service workflow the tool actually supports. Fond du Lac city is recorded in Fond du Lac County, but the city’s population estimate does not establish demand, caseload or the number of users your firm needs.
Who hosts and maintains the software?+
Bosseo’s public page says it hosts custom tools on dedicated servers and provides monitoring, backups, updates, fixes and improvements as part of its maintenance approach. Ask how those statements apply to your proposed tool, including recovery responsibilities and access controls.
How do we know whether custom software is better than an off-the-shelf product?+
Compare the real workflow rather than the size of the feature list. Custom software may be worth evaluating when a focused bottleneck requires workarounds or manual connections, but the consultation should also identify when an existing product is a better fit.