01
Ask one operating question
The owner asks: which PI matters need attention today? FirmOps reads across Clio, email, tasks, documents, and intake signals instead of asking staff for another spreadsheet.
Watch the agent OS demo
See how a PI firm talks to its operating system.
The 3-minute FirmOps demo shows the v2 design-partner promise: cross-system answers first, supervised write workflows second, and approval gates around every meaningful action.
Built for PI owners/operators evaluating the first paid Clio-first design-partner cohort.
3-minute recording shell
Pending final cutWhat you're seeing
The final screen recording should show this exact operating arc: one owner command, one read-only system sweep, one evidence-backed answer, one supervised draft, and one explicit approval gate.
00:00
Owner command
A PI owner asks the firm a plain-English question: which matters need attention today?
00:35
Cross-system read
FirmOps reads approved sources across Clio, email, tasks, documents, and intake signals before recommending action.
01:25
Source-linked answer
The response shows dormant matters, unsigned retainers, stale handoffs, and links back to records staff can verify.
02:10
Supervised draft
Only after the answer is trusted does the agent draft client updates, task assignments, or intake-to-matter handoffs.
02:45
Approval gate
A human approves before anything external happens: no reckless writes, no attorney-judgment replacement.
No fake client data. No reckless writes.
Until the screen recording is cut, this page sets the landing-page frame and sends qualified owners to a 15-minute live demo or the paid cohort terms.
Annotated demo flow
A working operating model, not a generic AI pitch.
The page should survive the cold-email click: show what FirmOps does, why it is safe to try, and what a design partner is invited to evaluate live.
02
Get an evidence-backed answer
The agent returns dormant matters, unsigned retainers, billing drift, or stale handoffs with links back to source records so the team can verify the answer before acting.
03
Draft supervised work
After trust is established, the agent prepares client updates, intake-to-matter handoffs, task assignments, or document requests inside the approval rules set by the firm.
04
Approve before anything external happens
Human approval stays in charge. FirmOps can queue the draft, show the evidence, and record the decision before a message, task, or Clio update is sent.
What happens live
A 15-minute demo should answer the fit question fast.
Until the final recording is cut, the live walkthrough is the conversion moment: show the agent OS, ground the claims in Conduit-style operating proof, and decide whether a PI / Clio pilot is worth scoping.
Live step 1
Start with one owner question
We show how a PI owner can ask for stalled matters, unsigned retainers, missing documents, or overdue handoffs without waiting on another staff-built report.
Live step 2
Trace the answer back to systems
The walkthrough explains which approved sources the agent reads and how the answer stays tied to evidence instead of a black-box recommendation.
Live step 3
Scope the first supervised workflows
If there is fit, the conversation moves to the pilot shape: one read suite plus two approval-gated workflows that can generalize beyond one firm.
Come prepared
Bring one real workflow, not a wishlist.
The best demos start with a practical owner question and end with a clear yes/no on whether the first cohort can deploy a narrow, approval-gated version of that workflow.
- Confirm whether Clio is your current practice-management system.
- Bring one workflow you wish the firm could answer or prepare with a sentence.
- Know who would approve client messages, task updates, or system-of-record changes.
Why it matters
The demo is the offer.
FirmOps is opening a first cohort of 3–5 paid design partners. The live demo is where a skeptical PI owner can see whether the agent OS actually connects their stack, respects approvals, and solves a real operator problem before a pilot conversation goes deeper.
Read-only firstSource-linked answersSupervised writesHuman approval before external action
What a qualified firm should take away
- Built from the operating system pattern running at Conduit Law, not a slide-only AI concept.
- Read-only visibility comes first so owners can test answers before trusting write actions.
- The pilot is intentionally Clio-first for PI firms so early deployments productize one repeatable stack.
Good-fit signals
- PI or high-volume contingency firm with an owner/operator involved in the decision.
- Clio is the practice-management system for the initial cohort, with email, phones, documents, and tasks ready to connect in read-only mode first.
- The firm wants a working agent OS in weeks, not a slide deck, and is comfortable starting with three scoped pilot workflows.
Proof before the call
The cold-email click should answer three questions fast.
FirmOps is not asking owners for a generic diagnostic sales call. The demo page should prove there is a working agent OS, make the paid cohort terms visible, and help a PI / Clio operator decide whether 15 minutes with Jonathan is worth taking.
Live-lab proof
Conduit Law is the working reference system.
The demo is grounded in the same operator pattern already running across intake, matters, documents, tasks, and reporting inside a PI firm.
Read the Conduit proof →Cohort filter
The first offer is a paid PI / Clio design-partner pilot.
Qualified firms evaluate a three-workflow deployment: one read-suite for visibility, then two supervised-write workflows behind human approvals.
Review pilot scope →Demo prep
Bring one real operating question to the live demo.
The best 15-minute call starts with the owner asking what they wish the firm could answer without waiting on staff reports.
Book the live demo →