WPrivate Ops BuildWiete Law Office
Operations review
For Wiete Law Office

You're running Wiete Law Office. You're also the intake and correspondence desk.

In a small firm, phones, client emails, documents, and scheduling are not admin side quests. They are the front door. When that front door depends on attorneys between matters, good clients wait and routine work interrupts legal work.

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The first touch is captured

A new client inquiry arrives with contact details, matter type, urgency, and the next step already organized.

The firm sees what came in without relying on whoever answered the phone.

secure.intake
Wiete Law Office
IntakeClientsMessagesCalendar
Intake / Documents
Document checklist filling in
One secure place instead of a dozen email threads
IN PROGRESS
Family situationComplete
Financial snapshotComplete
Medical contextComplete
Existing POARequested
Will / trust docsRequested
✓ Matter file updates as documents arrive
The matter has context

Emails, deadlines, document needs, and scheduling status stay attached to the client record.

The next person can move the file without asking an attorney to reconstruct it.

ops.intake
Wiete Law Office
IntakeClientsMessagesCalendar
Intake / New lead
New lead
TIME-SENSITIVE
✓ Captured and ready
The office work has owners

Correspondence, document prep, appointments, and follow-up sit on a simple board with due dates.

The routine work stops hiding inside inboxes.

coordination.board
Wiete Law Office
DealPartiesMilestonesExceptions
Coordination / Party board
Every party on the deal, in one place
External parties, owner, next step, and blocker status
PARTY BOARD
Contractor
Contractor Done
Bid received
Title company
Title Waiting on them
Commitment pending
Attorney
Attorney Scheduled
Review booked
Inspector
Inspector Blocked
Needs access window
Tenant
Tenant Scheduled
Walkthrough confirmed
✓ You see the whole board, not a dozen inboxes
Follow-up happens once

The missing document, unsigned form, or appointment confirmation gets one precise nudge.

The firm stays responsive without the attorney becoming the reminder system.

Title company
Title commitment, 4 days
Quick nudge here. Is the title commitment still on track for today, or should we move the closing checklist?
Thanks for the reminder. We will send it by 3 PM.
✓ AUTO-FOLLOWED-UP ✓ Status updated for the owner
The attorneys see exceptions

You see new matters, stuck items, and decisions needed without reading every thread.

The front door stays open while legal attention stays on legal work.

4:18
Today
Dispatch digestnow

8 jobs dispatched. 1 exception needs review. Everyone else has an ETA.

Exception flaggednow

Customer needs approval before the crew proceeds.

What changes

The firm’s front door becomes a system.

Intake, correspondence, scheduling, and document follow-up keep moving without making attorneys the office router.

What you stop being
  • the intake and correspondence desk
  • the follow-up chaser
  • the manual coordinator
What you become again
  • law firm owner
  • the operator
  • the owner again
What that is worth

Small-firm responsiveness should not depend on interrupting the person doing the legal work.

If we're wrong, the conversation ends here. If we're close, this is rarely the only thing you're holding together by hand.

We built this from public information. How close did we get?

Tell us where we got it right, or where we missed. Under a minute.

Built for Wiete Law Office as a working preview. Sample workflow; not a real client.
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