Week 1
Read-only answers across the firm
We connect the core stack and prove the control layer safely: Clio, email, documents, phones, tasks, and reporting become queryable before the agent is allowed to write anything.
How We Work
Read first. Then write with approval.
FirmOps deploys as an agent operating system for PI / Clio design partners, not a generic consulting package. The first cohort gets a working instance, three scoped workflows, founder attention, and a direct path from pilot learning to product.
The rule
Safety precedes autonomy.
Every deployment starts with read-only visibility because owners need proof before permission. Write workflows arrive only after the firm agrees on approval gates, data rules, and who owns each decision.
No production changes happen without approval. AI stays supervised, human-in-the-loop, confidentiality-first, and outside attorney judgment.
The engagement motion
Three phases. One supervised operating system.
The sequence is simple because law-firm operations are already complicated enough.
Week 3
Supervised workflows under approval gates
Once trust and autonomy rules are clear, the agent drafts or routes approved work: stale-matter digests, client-update drafts, intake handoffs, task creation, or document requests.
90 days
Design-partner feedback becomes product
The pilot proves what should be tenant config, what needs credential routing, and which workflows generalize for the platform instead of becoming one-off consulting work.
What the pilot can scope
Three workflows, chosen because they prove the agent OS.
The v2 offer is deliberately narrow: one read suite plus two supervised-write workflows that solve a real owner problem and force repeatable product work.
A design partner should see the agent answer across approved systems first, then watch a human approve any draft, task, or system-of-record change before it leaves the queue.
Matter-dormancy and bottleneck digest across Clio, tasks, email, and documents
Intake-to-matter or signed-retainer handoff prepared for staff approval
Client-update drafts assembled from source records before anyone sends them
Document, e-signature, or records-request follow-up queued with evidence attached
Owner-level KPI questions answered from live systems instead of spreadsheet exports
Tenant-config extraction: field mappings, approval rules, and credential routing that can generalize
Start with the demo. Decide from the system.
The live demo shows the agent answering across systems, waiting for approval, and turning Conduit’s operating pattern into the first design-partner cohort.