Skip to main content
Demo
Back to Small law firms

Wysera playbook · wysera.ai/for/law-firms

Small law firms: where the revenue leaks, and what to fix first

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.

1. The four leaks

  1. 01Enquiries 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.
  2. 02Intake 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.
  3. 03Consultation no-shows are high because nothing reminds the prospect, and a missed consult is usually a lost matter rather than a rescheduled one.
  4. 04Referral 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.

2. What to fix, in order

Step 1. 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.

Step 2. 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.

Step 3. 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.

Step 4. 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.

3. Questions to ask any vendor

  1. How does Wysera handle law firm client intake?
  2. Will Wysera send anything to a client without an attorney seeing it?
  3. Does Wysera replace Clio or MyCase?
  4. Can Wysera handle conflict checks?
  5. How does Wysera help a law firm get more clients?
  6. Is client information secure in Wysera?

Wysera answers all six at wysera.ai/for/law-firms. Ask every vendor on your list the same ones and compare the answers side by side.

4. The honest fit test

Good fit: 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.

Poor fit: 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.

Wysera · wysera.ai · Every number in the worksheet is yours to supply. Nothing in this playbook is a promise about results.