Most small firms lose the client in the gap between the enquiry and the consultation. A potential client fills in a contact form on a Friday afternoon, hears nothing until Monday, and has already called two other firms. Wysera answers the enquiry in minutes with a drafted reply the attorney approves, offers consultation times, chases the intake questionnaire and the signed engagement letter, and keeps following up until the matter is opened or the lead is closed out.
The short answer
Wysera is the intake and growth layer for small law firms: it answers the enquiry while the prospect is still deciding, chases the conflict check and the engagement letter, and keeps the follow-up running. Practice management software runs the matter after it is signed. Almost nothing runs the hours before it.
- Built for
- Solo attorneys and small firms of 1 to 20 people in consumer-facing practice areas (family, personal injury, estate planning, immigration, criminal defence, small business) where the speed of the first reply decides who gets retained.
- Not built for
- Firms needing trust accounting, time and billing, or court e-filing inside the same tool, and large firms with a dedicated intake team and a marketing department already running these workflows.
- Category
- Services vertical
- Replaces
- HubSpot, Pipedrive
- Pricing
- One flat bundle price, 20% off annual
- Approval model
- Wyse drafts, a human approves before anything ships
Comparing directly? Wysera vs HubSpot · Wysera vs Pipedrive
Put your own numbers on itTake it with you
The law firm playbook, printable
The four leaks, what to fix in what order, a blank ROI worksheet, and the six questions to ask every vendor on your list. No email required.
What breaks today
Enquiries arrive out of hours and sit unanswered, so the prospect who called three firms retains whichever one replied first rather than whichever one was best.
Intake runs on email and a legal pad: the questionnaire, the conflict check, and the signed engagement letter get chased one message at a time, and matters stall before they open.
Consultation no-shows are high because nothing reminds the prospect, and a missed consult is usually a lost matter rather than a rescheduled one.
Referral sources and past clients are the firm's best channel and nobody works them, because the attorney billing hours has no time to write the follow-up.
How Wysera handles it
Speed to enquiry, with approval (OpsWyse, Wyse agent)
Every web form, call and email lands in one inbox. Wyse drafts a reply in the firm's voice within minutes, referencing the matter type the prospect described. Nothing sends until an attorney approves it, which is the part that matters when the message could be read as advice or as forming a relationship.
Intake, conflict checks and engagement letters (OpsWyse)
A per-matter checklist covering the intake questionnaire, conflict check, identification, and the signed engagement letter. Automated reminders chase what is outstanding so paralegals stop writing one-off emails, and the pipeline shows which prospective matters are blocked and on what.
Consultations that actually happen (OpsWyse)
Prospects book consultation slots on a firm-branded scheduling page instead of trading emails, with reminders before the appointment to cut no-shows. Reschedules are self-service, so a moved consult stays a consult rather than becoming a lost lead.
Referrals, reviews and content (PostWyse)
PostWyse drafts the review request at the point a matter closes well, keeps a content calendar of practice-area explainers that earn local search traffic, and drafts the periodic check-in to referring attorneys and past clients. Wyse writes them; the attorney approves before anything reaches a client.
Honest context
Why not Clio, MyCase, or Smokeball?
Clio, MyCase and Smokeball are strong practice management systems: matter management, time and billing, trust accounting, and document assembly, all built specifically for law. Firms run them well and Wysera does not replace trust accounting or billing. The difference is where the work sits. Those tools are built around the matter, which begins once the client has signed. Wysera runs the hours before that: the enquiry response, the consultation booking, the intake chase, and the follow-up that decides whether there is a matter at all. It also runs the firm's marketing, reviews and referral outreach, which practice management software does not touch. Most firms keep their practice management system and add Wysera in front of it.
Wysera is the right pick for
Solo attorneys and small firms of 1 to 20 people in consumer-facing practice areas (family, personal injury, estate planning, immigration, criminal defence, small business) where the speed of the first reply decides who gets retained.
Wysera is not the right pick for
Firms needing trust accounting, time and billing, or court e-filing inside the same tool, and large firms with a dedicated intake team and a marketing department already running these workflows.
For law firm ops
See a Friday enquiry answered before the prospect calls anyone else.
Live walkthrough: an after-hours enquiry drafted and approved, a consultation booked, and the intake questionnaire and engagement letter chased without a paralegal writing a single email. 20 minutes.
Frequently asked
How does Wysera handle law firm client intake?
Wysera answers the enquiry, books the consultation, and chases the paperwork. Every web form, call and email lands in one inbox, Wyse drafts a reply in the firm's voice within minutes, and an attorney approves it before it sends. A per-matter checklist then tracks the intake questionnaire, conflict check, identification and signed engagement letter, with automated reminders for whatever is still outstanding.
Will Wysera send anything to a client without an attorney seeing it?
No. Approval is the default on every outbound action, not an option you switch on. Wyse drafts and waits. This matters more in a law firm than in most businesses, because an unreviewed message to a prospective client can read as legal advice or as forming an attorney-client relationship. Autonomous sending is opt-in per category and most firms never enable it for client-facing messages.
Does Wysera replace Clio or MyCase?
No, and it is not meant to. Clio and MyCase run the matter after it is signed: time, billing, trust accounting, documents. Wysera runs the hours before that, which is where small firms lose clients: the enquiry response, the consultation booking, the intake chase, and the follow-up. It also runs marketing, reviews and referral outreach, which practice management does not cover. Most firms keep their practice management system and put Wysera in front of it.
Can Wysera handle conflict checks?
Wysera tracks the conflict check as a required step on the intake checklist, chases it, and blocks the matter from progressing until it is marked complete. It does not run the conflict search itself against your matter history; that stays with the attorney or the practice management system that holds the records.
How does Wysera help a law firm get more clients?
Two ways. Speed, because answering an enquiry in minutes rather than on Monday is the single biggest lever on whether a firm gets retained. And consistency, because PostWyse keeps practice-area content and local SEO running, drafts the review request when a matter closes well, and drafts the periodic check-in to referring attorneys and past clients, which is the channel most small firms know they should work and never do.
Is client information secure in Wysera?
Wysera uses encryption in transit and at rest, role-based access control, audit logging, and SSO and SAML on the Enterprise tier. Client information is not used to train public AI models. Confidentiality obligations are the firm's to meet, so review the security page and the data processing agreement against your own state bar requirements before moving client data in.
Wysera for other verticals
See allWysera for
Hospice agencies
Wysera ships hospice-specific intake, caregiver onboarding, and clinical chart review inside a CRM that meets HIPAA on the Enterprise tier.
See the buildWysera for
Marketing and dev agencies
Wysera is the AI Growth OS for agencies: new business, delivery, and the operations behind both. Wysera bundles client CRM, project tracking, and brand-voice-matched content drafting so agency teams stop running on five tools to do one job.
See the buildWysera for
Clinical practices
Wysera ships clinical chart review, HIPAA-ready intake, and native patient booking inside a CRM that handles the practice-management side around your EMR.
See the buildWysera for
Event ops teams
Wysera turns booth taps into tracked leads, drafts post-event follow-ups overnight, and scores attendees so the AE team knows who to call Monday.
See the buildWysera for
Med spas
Wysera is the AI Growth OS for med spas. Get found. Build trust. Get booked. Keep patients coming back. One system for visibility, marketing, sales, CRM, follow-up, retention and the operations underneath, replacing the five subscriptions and three vendors it takes to run all of that today.
See the buildWysera for
Dental practices
Wysera is the AI Growth OS for dental practices: the marketing that fills the schedule, the CRM that works every enquiry, the recall engine most practices leave idle, and the operations behind all of it. Built with DENTALPRICE so self-pay patients can find you on price before they ever call.
See the buildWysera for
Restaurants
Wysera is the AI Growth OS for restaurants: own the guests you currently rent from delivery apps and review sites, fill the tables you are losing to no-shows, bring people back more often, and run the operation behind all of it. One flat price instead of a commission on every order.
See the buildWysera for
Accounting firms & CPAs
Wysera is the AI Growth OS for accounting firms: the marketing that wins the engagement, the CRM that chases the documents, and the operations that get the season delivered. Season is capacity-bound, not demand-bound, and most software only helps with demand.
See the buildWysera for
Insurance agents
Wysera is the AI Growth OS for insurance agents: quote follow-up while the lead is warm, a renewal book nobody has to remember, and the operations that hold the agency together as it grows. Speed to lead wins the policy. Everything after it keeps the book.
See the buildWysera for
Solo consultants
Wysera is the back office for a consultancy of one: it drafts the proposal while the call is fresh, chases it without you feeling like a nuisance, and keeps your LinkedIn presence running during the months you are too busy delivering to post.
See the buildWysera for
Healthcare staffing agencies
Wysera runs both sides of a healthcare staffing desk: the clinicians you are trying to place and the facilities you are trying to fill for. Speed decides both, because the recruiter who replies first books the traveller and the agency that responds first covers the shift.
See the build