Intake follow-up helper
Turns intake notes into a next-step summary, draft response, missing-info list, and owner-visible handoff.
How the concierge works
Watch one bottleneck become a working AI workflow.
The FirmOps process is simple: bring the repetitive task, build the first version live, keep humans in control, and expand only when the workflow proves useful.
Built for PI owners/operators who want practical AI adoption before a larger software decision.
Live build session
45 minutesWhat happens on the call
We do not spend the session pitching abstract AI. We build the first usable version of a workflow while you can see the assumptions, limits, and approval points.
01
Bring one real bottleneck
Examples: slow lead follow-up, repetitive status updates, SOP questions, marketing drafts, missing-records tracking, or a weekly owner report.
02
Build the first usable workflow
We create the assistant, prompt chain, checklist, tracker, template, or draft workflow live so you can see how it works and where it needs guardrails.
03
Put humans in control
Client-facing messages, system changes, and legal judgment stay with your people. The workflow prepares work; your team approves what matters.
04
Use it, tune it, or expand it
If the workflow saves time, the next concierge call improves it. If it becomes core operations, we scope the deeper FirmOps automation.
Example first builds
Nothing fancy. Just workflows your team repeats.
The best first systems are boring in the right way: frequent, specific, easy to inspect, and valuable as soon as they remove a few hours of weekly friction.
SOP assistant
Lets staff ask how your firm handles routine tasks and get answers grounded in your internal procedures.
Client update drafter
Prepares plain-English status updates from recent notes or activity, ready for review before anything is sent.
Referral marketing workflow
Repurposes firm knowledge into partner updates, newsletter drafts, review requests, or campaign follow-up.
Why FirmOps
The concierge is the first step, not the ceiling.
FirmOps comes from running and improving a real PI firm. That means the small builds are shaped by operational judgment, and the strongest workflows can grow into connected systems when your firm is ready.
Built from operating lessons inside Conduit Law
Practical workflows before big integrations
Human approval before external action
Clear upgrade path into connected FirmOps systems
Fit call
Bring the workflow. We will tell you if it is a good first build.
The call is not an audit. It is a quick check on the bottleneck, the systems involved, the likely first deliverable, and whether the concierge is the right starting point.