Personal Injury Agent OS Live Lab
Conduit Law is where the FirmOps agent OS earns trust before the cohort uses it.
The first design partners are not buying a consulting report. They are watching the operating system run inside a PI firm, then choosing three read-first or supervised-write workflows to deploy in their own Clio environment.
cases through the live lab
Operational proof from a working PI firm, not a slide deck.
case-launch steps compressed
A repeatable intake-to-matter pattern design partners can inspect.
hours returned annually
From one measured intake workflow at Conduit volume.
What this proves
The product is the operating layer plus the agent brain.
Conduit forced the same product questions every design partner will force: how Clio data is mapped, how credentials are routed, how tasks and documents stay auditable, and where a human must approve before the system changes the outside world. FirmOps packages that pattern as a paid, capped design-partner deployment instead of one-off operations consulting.
Read-only operating surface
Clio, intake, documents, phones, tasks, and reporting are connected into one queryable layer so the owner can ask what needs attention before granting write authority.
Supervised workflow drafts
The agent prepares matter updates, case-launch steps, records follow-ups, or document tasks with source context and an auditable recommendation trail.
Approval gates before action
External actions stay behind human approval. The system is built to assist operators and attorneys, not replace judgment or send uncontrolled work.
The Conduit workflow pattern
A measured intake workflow at Conduit compressed repetitive case-launch work from about 28 minutes to under two minutes. More important than the time savings: the workflow made matter creation, task setup, folder structure, notifications, and reporting visible as one operating system.
- • Clio contacts and matters are created with firm-specific field mapping.
- • Task templates and document structure follow the firm’s operating rules.
- • Staff see the same source of truth instead of chasing updates across tools.
- • The agent can explain what happened and what needs human attention next.
Design-partner deployment sequence
Week 1
Connect read-only data and prove the agent can answer cross-system operating questions.
Week 2
Map the first three workflows against the firm’s real Clio fields, task templates, documents, and approval owners.
Week 3
Turn on supervised writes for approved drafts, task setup, and follow-up recommendations.
Week 4+
Measure cycle time, missed-work risk, staff load, and what should be extracted into reusable product configuration.
Why it matters to the first cohort
The buyer sees a real system.
The demo can show an owner asking the firm a cross-system question, seeing the answer, and approving a bounded next step. That is a stronger cold-email promise than a free audit because it shows the future operating model immediately.
The product gets sharper after each pilot.
Every paid deployment extracts another piece of hardcoded Conduit knowledge into tenant configuration: Clio fields, credential routing, approval owners, workflow rules, and the reporting surfaces that matter to PI operators.
Want to see the operating system live?
Watch the three-minute demo, then book 15 minutes if your PI / Clio firm may fit the capped design-partner cohort.