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 connections between existing systems. The appropriate choice depends on the bottleneck you describe and the systems your firm actually uses.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says a firm can describe the annoyance in plain language and that its team will ask questions. You should still bring practical information about the workflow, data, roles, systems, exceptions and acceptance criteria so the consultation can distinguish a real software need from a process or configuration issue.
Can a custom tool use Harrison, Calumet County or Outagamie County rules?+
It can be discussed if those geographic relationships reflect an actual firm rule. Harrison is recorded with relationships to Calumet County and Outagamie County, but that fact alone does not establish your service territory, routing policy or legal demand. Define the rule your firm wants the tool to follow.
Will Bosseo integrate with our current systems?+
Bosseo describes connections with a firm’s website, intake, dashboard, CRM, case-management and marketing systems. Whether a particular connection is available for your systems requires review. Ask about supported data exchange, ownership, failure handling and duplicate records before treating an integration as part of scope.
Who hosts and maintains the software?+
Bosseo’s public page says its team hosts and maintains custom tools on dedicated servers and discusses monitoring and backups. Confirm the hosting arrangement, access controls, recovery expectations, maintenance responsibilities and any service levels for your proposed build.
How should we decide whether custom software is worth pursuing?+
Compare the cost and risk of the current bottleneck with the cost and complexity of a focused tool. Confirm that the process is stable enough to define, that the data and permissions are understood, and that you can state acceptance criteria. If an off-the-shelf product already fits the need, custom work may not be the right choice.