Custom software for law firms · by Bosseo

One software that does
your whole day for you.

Everything you handle by hand today — calls, leads, follow-up, retainers, cases, money — happens automatically, the way you would do it.

Watch it handle one client — start to finish
  1. 📞
    A client callsIt answers, writes down the case, asks your questions
    Even at 2 a.m.
  2. ✍️
    Retainer goes outAnd it keeps reminding them until they sign
    You do nothing
  3. 📁
    The case opens itselfYour checklist, your documents, your steps
    Nothing skipped
  4. 💬
    The client stays updatedTexts go out when something happens on the case
    Fewer calls to you
  5. 💰
    The money gets collectedInvoices remind themselves until they’re paid
    Automatic
  6. 📊
    You see everythingEvery call, client, and dollar — one screen
    No spreadsheets

That’s the whole idea. Your firm, running itself — built from how you already work.

Book a call → See what you’re missing today
If you’re still running it by hand

You’re flying blind on the stuff that makes you money.

This is the day-to-day of most solo and small firms. None of it means you’re a bad lawyer — it means the firm has no brain of its own.

Marketing · end of month
Which ads actually hired clients?

“I’d have to guess.”

You don’t know what marketing produces

You pay for Google, SEO, referrals — and can’t see which one turned into retainers.

Phone · this week
How many real new-client calls?

Voicemail · missed · “I’ll call them back”

You don’t know the real call volume

Potential clients ring. Some get answered. Some don’t. There’s no clean count.

Intake call · unknown quality
Did staff ask the right questions?

No score. No coaching. No recording review.

You don’t know how calls are handled

Your name is on the door. The call quality is a black box.

Lead · 6 days cold
Retainer never sent
No follow-upHired someone else

Follow-up and retainers fall through

The lead was good. Nobody chased them the way you would have.

After the call
Re-type everything into Clio

Half the facts from the call never make it in.

Case info isn’t captured on the call

You’re paying twice — once to talk, again to type. Details get lost.

Owner brain · 11 PM
You’re the glue

If you’re not checking, it doesn’t happen.

The firm only works when you push it

That’s not scalable. That’s you working for the practice instead of the practice working for you.

What custom software actually does

One system that does the work of the firm — and shows you the truth.

Hover each step. This is marketing → money, talking to itself, the way a modern practice should run.

dashboard · marketing
This month’s clients by sourceLive

Google Ads · SEO · Referral — tied to retainers signed

  • You see what produced revenue
  • Not “we got some calls”
  • Stop guessing where to spend
Step 1 · Marketing

Finally know what marketing is producing.

Not vanity clicks — which sources turned into signed retainers. That’s how you decide what to keep paying for.

Without yours “Marketing is working… I think.” Spreadsheet. Guesswork.
With yours Source → call → retainer on one screen. Clear numbers.
What you get back

Sign more cases without hiring more people.

The software does the chasing, the typing, and the tracking. You keep the margin. Here’s what changes day to day.

01

Every potential-client call is counted, scored, and coached.

You see how many real new-matter calls came in. While the call happens, intake fills and the next best question appears on screen — so your team (or you) handles it the way you want.

  • Know the real inbound volume — not a guess
  • Case details captured before you hang up
  • See how each call was handled
Call Intelligence Live 04:18
Next best question Ask if they’ve already hired another firm.

Neck pain + ER visit — confirm treatment date.

Intake 13/15
02

Follow-up and retainers don’t depend on your memory.

Good leads get chased. Retainers go out. Reminders keep going until they sign — the way you would if you had three of you.

  • No more “I’ll follow up tomorrow” that never happens
  • Retainer sequence automatic
  • You only step in when it’s time to be the lawyer
Lead follow-upRunning
  1. Call completed · intake saved
  2. Retainer sent · e-sign link
  3. Day-2 reminder SMS
  4. Day-4 call task if unsigned
  5. Mark hired / lost with reason
03

The matter opens and moves on your process — not a generic template.

Your checklist. Your documents. Your steps after they hire you. Clio can stay in the loop — the software around it does the running.

  • Full Clio integration
  • Documents, updates, deadlines in one place
  • New features you ask for get built in
New MVA matterYour checklist
  1. Client retained · matter opened
  2. Intake docs from the call
  3. Portal invite sent
  4. Run plates · identify carriers
  5. Open claims · send LORs
04

You finally see the firm: leads, calls, retainers, cash.

Clearer numbers = better decisions. What’s working. What’s stuck. Where clients are leaking. That’s how you grow without hiring more people to hold the mess together.

  • Marketing → retainer visibility
  • Call answer & qualify rates
  • One login for the whole practice
Inbound calls86
Qualified42
Retainers18
Answer rate94%

You can see what produced clients — without a weekend in spreadsheets.

Why it’s yours — not another Clio

It starts with how you want the firm to run.

You tell us — voice note, call, whatever — the ideal day: what should be automated, what you want built. We turn that into software that operates and thinks the way you already do.

That’s the investment: not another login. A modernized practice that actually runs — so you stop being the glue.

Voice note · your process

“I want to know every new-client call, have intake done before we hang up, chase the retainer automatically, and see which ads actually hired cases — without me checking five apps.”

Bosseo builds & hosts the whole system Marketing through cases and money. New features included when you ask. Works with Clio.
One piece of the system — live

Call Intelligence for MVA intake.

Click around. This is how calls get counted, coached, and turned into complete intakes — inside the bigger firm software.

Interactive demo Open full screen ↗
Why custom — not another subscription

Renting software gets expensive. Owning it doesn’t.

Per-case pricing looks small on a demo. Multiply it by your caseload and five years — then decide.

The 5-year mathDrag to your caseload
Eve Legal30 cases × $300/case = $9,000 a month
$540,000over 5 years — and it’s still their software
Clio + bolt-on toolsClio (3 users) + answering + intake + e-sign ≈ $1,900 a month
$114,000over 5 years — five logins that don’t talk to each other
Your Bosseo softwareOne flat monthly fee — everything included
Flatdoesn’t grow with your caseload — you own the system

Sign more cases and Eve’s bill grows with you. Yours doesn’t. That’s the whole argument for owning it.

Clio & case tools
  • Great place to keep matters
  • Doesn’t tell you what marketing produced
  • Doesn’t run follow-up or coach calls for you
We fully integrate — then run the rest
Eve / plaintiff AI
  • Their operating system for plaintiff work
  • Their playbook, their pricing opacity
  • Not built from how you run your desk
Still someone else’s product
Bolt-on AI tools
  • One job (demands, phone, forms)
  • Another login · another bill
  • Nothing becomes the brain of the firm
More pieces — not a practice
Your Bosseo software
  • Does the work — marketing through money
  • Built from how you want it to run
  • Hosted by Bosseo · features you ask for get built in
  • Modernizes the solo practice you already have
Next step

Tell us how the firm runs today. We’ll show the modernized version.

On the call we map how your firm runs — calls, follow-up, marketing, cases — and show you exactly what your version of this software looks like.

Book a call →