01Ask the firm
Start with one owner-level question.
The demo opens with the kind of sentence a PI owner already asks staff: which matters are stuck, what intakes need follow-up, or where did the handoff break?
Agent Operating System for PI Firms
The Operating System Your Firm Talks To
FirmOps deploys a supervised agent on top of your law firm stack so an owner can ask, decide, and move work across systems that never shared a screen.
This is a paid design-partner rollout of the agent OS pattern we run at Conduit Law: read-only visibility first, supervised write actions second, and approval gates everywhere they belong.
Read-only first. Supervised write actions only after trust, approvals, and data rules are clear.
Built from the operating system behind Conduit Law
Read-only visibility first
Supervised write actions second
First cohort capped at 5 paid design partners
Clio
Email
Phones
Dropbox
Docs
QBO
Tasks
One connected layer
FirmOps OS
All firm systems connect here before any AI action is suggested.
Owner asks
Which matters need attention today?
Human approval before write
AI Agent
Supervised operator
3
dormant matters
2
unsigned retainers
1
billing drift
Draft updates for approval?
Demo-led trust path
A cold-email click should understand the product in 30 seconds.
FirmOps is not selling a free audit or a fractional-COO package. The homepage path is demo → 15-minute live walkthrough → paid design-partner cohort fit. The demo has to make the agent OS concrete before a skeptical owner gives us calendar time.
02Read before write
FirmOps answers across the stack first.
The agent OS reads approved sources across Clio, email, phones, documents, tasks, and intake records, then cites the evidence before anyone trusts it with action.
03Approve the move
Supervised work stays behind a human gate.
Only after the answer is useful does FirmOps draft client updates, task assignments, or intake-to-matter handoffs — and a designated human approves before anything external happens.
First cohort fit
We are looking for 3–5 paid PI / Clio design partners.
- PI or high-volume contingency firm, 3–50 staff
- Clio-first for the initial cohort
- Owner/operator wants a working OS in weeks, not another dashboard
How the agent OS works
One command surface over the systems your firm already uses.
Week 1 is read-only wow. Week 3 is supervised execution. The product is the operating system plus the approval-aware agent on top.
01
Firm OS
Connect
Clio, email, phones, docs, tasks, and accounting become one queryable control layer instead of six tabs and a memory tax.
02
Agent brain
Ask
Owners ask cross-system questions in plain English: dormant matters, unsigned retainers, follow-up gaps, and handoff drift.
03
Human gate
Approve
The agent drafts work and proposes next steps. Writes stay supervised until approval rules, autonomy limits, and trust are clear.
What the first cohort gets
Two layers: the firm OS and the supervised agent.
The design-partner deployment starts with read-only answers across the stack, then adds approved workflows that move real work. The point is not advice; it is turning firm operations into something the owner can query and direct.
Read-suite answers
Ask which matters have no activity, which intakes stalled, which clients need updates, or what changed since yesterday—without pulling three reports.
Clio-first control layer
The first cohort focuses on PI firms running Clio, with email, Dropbox, phones, e-sign, tasks, and reporting wired into one operating surface.
Supervised write workflows
After the read layer earns trust, the agent drafts client updates, prepares intake-to-matter handoffs, creates tasks, and waits for approval before action.
Matter dormancy and follow-up
Cron heartbeats watch for quiet matters, stale treatment updates, missing documents, and staff bottlenecks before they become owner surprises.
Intake.link front door
As the product matures, intake.link becomes the cleaner multi-tenant front door for intake, retainer, document, and case-launch workflows.
Owner-level memory and routing
The agent remembers firm rules, approval gates, staff roles, and escalation paths so requests route like an operating model—not a chat toy.
Read before write
Week 1: ask anything. Week 3: approve supervised work.
Early pilots do not start with risky automation. They start with cross-system visibility: dormant matters, stale intakes, missing updates, open tasks, and document gaps. Supervised write actions come only after the firm’s approval rules are explicit.
Opening the first cohort to 5 firms.
One proof example, not the whole offer
Intake Is Where We Proved the Operating Model
The operations promise covers the whole firm. Intake is just the clearest Conduit Law proof point: when an operator owns the process, the mess gets smaller fast.
😰
Before: 47 Manual Steps
A client signs. Then staff jump between Clio, Dropbox, Dialpad, e-signature, email, folders, tasks, and attorney notifications. Nothing is malicious. It is just too many handoffs with nobody owning the full path.
At Conduit Law, one measured case-launch slice had roughly 28 minutes of repetitive setup work before the operating layer compressed the handoff.
Frantic. Duplicative. Easy to drop.
😎
After: Under 2 Minutes to Launch
We rebuilt the workflow so one clean intake triggers the operating chain: matter setup, client texts, retainer routing, folder structure, task assignment, attorney notice, and an AI case summary for review.
- •About 28 minutes of case-launch setup dropped to under 2 minutes.
- •47 steps became 1 click.
- •1,000+ real cases processed through the systems we run.
That is not the entire thesis. It is what happens when a COO owns the work between the work.
Same headcount. Fewer fires. More work handled by systems instead of memory.
Replace the ROI calculator with a live test
The demo should prove the system, not promise savings math.
FirmOps v2 is a paid design-partner rollout of the agent operating system. The right homepage proof is not a generic intake-savings calculator—it is a short walkthrough that shows how a PI firm can ask its stack questions, inspect the answer, and approve supervised work safely.
Read-only first week before supervised writes
Approval gates before client-facing or system-changing actions
Three pilot workflows scoped before rollout
Conduit Law live-lab proof, translated into tenant config over time
What a skeptical owner should evaluate
Three yes/no questions for the 15-minute walkthrough
Read-first answers
Can the OS answer owner questions across the stack?
The first proof is not a spreadsheet ROI guess. It is whether FirmOps can connect Clio, email, phones, documents, tasks, accounting, and reporting well enough for an owner to ask a plain-English question and get a defensible answer.
Supervised work
Can the agent draft the next move without going rogue?
After the read suite is trusted, the demo shows the handoff into approval-gated work: client updates, dormant-matter follow-up, intake-to-matter launch, task creation, and status reporting with a human in control.
Cohort fit
Is this a PI / Clio firm we can deploy for in weeks?
The design-partner question is narrow on purpose: PI or high-volume contingency practice, Clio-first stack, owner/operator buy-in, and a workflow set that helps extract the reusable OS from the live-lab system.
Why this replaced the old calculator
Early FirmOps pages used intake ROI assumptions to make the pain concrete. The v2 plan is sharper: product > consulting cashflow, demo-led cold email, and 3–5 paid PI / Clio design partners. The demo/cohort path is now the conversion event.
Clio-first design partner stack
One agent OS over the systems your PI firm already runs.
FirmOps is not a generic integration shop. The first cohort is intentionally narrow: PI firms on Clio that want a read-first command surface, then supervised workflows the owner approves before they touch live systems.
Read-only visibility firstFirm-specific approval rulesSupervised writes after trustTenant config extracted from pilots
Week 1 read-suite
“Which matters need attention today?” should be answerable from one surface before any automation starts writing back.
Clio
Practice management spine
Pilot deployments start with Clio matters, contacts, tasks, notes, and field mappings so the first read-suite is useful in week 1.
Client and staff context
The agent can surface stale threads, draft client updates, and route follow-ups without asking staff to search inboxes by hand.
Phones
Call and SMS signals
Dialpad-style activity becomes part of the operating picture instead of another tab the owner has to remember to check.
Dropbox / Docs
Document workflows
Records, retainers, authorizations, and signed packets become visible to the agent before any supervised write workflow moves them.
E-sign
Retainer and authorization gates
Unsigned documents can be detected, summarized, and queued for approved follow-up as the firm’s rules mature.
QBO / reporting
Owner-level drift detection
Financial and operational signals can be pulled into the same daily command surface instead of living in separate reports.
3–5
paid design partners
90 days
pilot learning window
Week 1
read-only visibility
Week 3
approved workflows
See It In Action: Conduit Law
This is the agent OS pattern running inside a real PI firm with 1,000+ matters of operational proof.
Case Study
Personal Injury
The Problem
Like most PI firms, intake and case launch created too many handoffs: Clio, Dropbox, Dialpad, DocuSign, email, folders, tasks, and owner visibility all needed to agree before staff could trust the next step.
The Solution
We connected the firm stack into a read-first, approval-gated operating layer: intake, Clio matter creation, client communication, documents, folders, tasks, attorney notifications, and owner visibility from one system.
The Live-Lab Proof
28 min
<2 min
Measured Case Launch
1,000+
Cases Processed
47 steps
1 click
Intake Process
Approval
Before External Action
"I don't know how we ever did it the old way."
— Jonathan Mahler, Non-Attorney Partner, Conduit Law
Want to see the agent OS running before you consider the cohort?
Built inside a PI firm. Productized for the first cohort.
Conduit is the live lab for the FirmOps agent OS: Clio-first visibility, supervised workflows, and approval gates before design partners grant write authority.
Time Saved
2.5 hrs → 10 min
At prior law firms, intake from the first client conversation to a fully opened matter took roughly two and a half hours. At Conduit, that work now runs through a coordinated operating layer: case setup, tasks, documents, and client handoffs move from scattered steps into a supervised system that staff can review and trust.
Elliot Singer
Managing Partner, Conduit Law & Co-Founder, FirmOps.io
Before the operating layer, case launch meant juggling tasks across Clio, documents, inboxes, phone notes, retainers, and internal follow-up. The risk was not just speed; it was whether an owner could see what happened and what still needed attention.
The useful shift was turning that scattered work into an approval-aware system. Staff keep the client relationship, while FirmOps prepares the handoffs, evidence, tasks, and next-step recommendations in one place.
That is the model design partners evaluate: visibility first, then supervised action.
Jonathan Mahler
Non-Attorney Partner, Conduit Law & Co-Founder, FirmOps.io
Time Saved
Half day → Seconds
1,000+
Cases Processed
Read-first
Visibility before writes
Cohort-ready
Pilot patterns from Conduit
Clio-first, connected to the stack around it
The first paid pilots prioritize Clio as the practice-management spine, then connect the surrounding systems that power intake, documents, communications, e-sign, and reporting.
Built From the COO Seat
FirmOps is peer-to-peer operator help for law firm owners. We are not guessing at the mess. We run through it every day.
Jonathan Mahler
Non-Attorney Partner & COO, Conduit Law | Co-Founder, FirmOps.io
I run operations inside a live personal-injury firm. FirmOps comes from that seat: intake, case flow, people, process, tech, money, and the daily mess a managing partner cannot keep carrying alone.
Elliot Singer, Esq.
Managing Partner, Conduit Law | Co-Founder, FirmOps.io
Elliot founded Conduit Law with the expectation that the business side of the firm should be as intentional as the legal work. Conduit is the live lab where the FirmOps systems are built, tested, and improved.
Jonathan is a sitting COO, not a software vendor
1,000+ cases processed on our own systems
We use what we sell every day at Conduit Law
Want to see the agent OS that grew out of this operating work?
Built by operators
FirmOps is not a slide deck. It is the system we had to build to run Conduit.
The first cohort gets direct access to the people turning a live PI-firm operating system into a product: real deployment judgment, tight safety gates, and roadmap pressure from firms that actually use it.
COO-built inside a live PI firm1,000+ Conduit cases as the labRead-first, approval-gated deploymentCohort feedback becomes product config
Live lab proof
Conduit Law is where the agent OS earns trust before FirmOps deploys it elsewhere.
Jon Mahler
Operator / Non-Attorney Partner, Conduit Law
Jon runs the operating model FirmOps is productizing: intake, matter movement, staff workflows, reporting, and agent approval gates inside a high-volume PI firm.
Elliot Singer
Attorney / Product and systems partner
Elliot anchors the legal-operator judgment behind the product: no attorney judgment replacement, no reckless writes, and no pilot promises the system cannot safely keep.
Questions Before the Demo?
FirmOps is a paid design-partner rollout of an agent OS, not a free audit or generic automation consultancy.
🚀
Design-Partner Cohort
FirmOps deploys an agent operating system for PI firms. The OS connects the firm's stack—Clio first, plus email, phones, documents, e-sign, accounting, and reporting—so the owner can ask cross-system questions and approve supervised work from one place. The product is the system and agent layer, not a free audit or fractional-COO consulting package.
The first design partners are PI or high-volume contingency firms with roughly 3-50 staff, Clio as practice management, and an owner/operator who wants to be personally involved. We are capping the cohort at five firms because early deployments get founder attention and directly shape the product roadmap.
A free audit proves recommendations. The demo proves the product. We want you to see the actual path: ask the firm a question, inspect a cross-system answer, then move into supervised work with approval gates. If that is compelling, the next step is a 15-minute fit call for the design-partner cohort.
🛠️
Implementation & Safety
Early deployments are per-firm instances, not self-serve SaaS. Week 1 is read-only: connect the stack and make the agent useful for answers without changing firm data. Around Week 3, we add supervised writes—like client-update drafts, intake-to-matter steps, or dormancy follow-up—only behind approval gates.
No. The system is built around human-in-the-loop approvals. It can surface work, draft updates, prepare actions, and route exceptions, but attorney judgment and firm-owner control stay with the firm. Read-before-write is the delivery sequence because trust and confidentiality come first.
The pilot architecture is Clio-first because adapter work can overwhelm early deployments. The broader operating-system idea is stack-agnostic, but the first cohort is deliberately focused on PI firms running Clio so we can productize the repeatable core instead of building one-off integrations for every platform.
💰
Pilot Terms
The current pilot offer is $12.5k fixed for deployment, with a $10k floor, plus a $2k/month run fee, with a $1.5k floor, for hosting, supervision, model costs, and monthly tuning. Final engagement terms require mutual fit and legal review before anyone signs.
The pilot includes the OS instance, the agent layer, and three working workflows: one read-suite plus two supervised-write workflows. Examples include matter-dormancy digests, intake-to-matter preparation, client-update drafts, or similar workflows that generalize beyond one firm.
The design-partner structure is a 90-day pilot, month-to-month after that. The firm gets a working deployment and grandfathered early pricing; FirmOps keeps the generic IP and product improvements so each deployment compounds into the platform. Exact contract language is handled before pilot #1.
🔒
Security & Ethics
Write actions are never blind automations. FirmOps uses explicit approval gates so the firm can decide which workflows are read-only, draft-only, approval-required, or safe for limited autonomy after trust is earned.
No. FirmOps is an operations layer. It can surface information, draft operational communications, and queue tasks, but legal judgment and client-facing decisions remain with the firm and its lawyers.
Want to See It Run?
Watch the demo, then book 15 minutes if your firm may fit the first PI / Clio cohort.