Agent operating system, not another point solution
FirmOps connects the tools your staff already use — Clio, email, phones, documents, tasks, approvals, and reporting — so an owner can ask one agent what is happening and move work with supervision.
The operator behind the system
Non-Attorney Partner & COO, Conduit Law. Co-founder, FirmOps.
I run operations inside a live personal-injury firm. The systems behind FirmOps were built around real cases, real staff capacity, real client pressure, and the daily mess that never shows up in generic SaaS demos.
2.5h → 10m
intake rebuild
47 → 1
steps cut
1,000+
cases processed
FirmOps operating model
AI only compounds when the operating layer is real. Skip capture, retrieval, source truth, permissions, feedback, or execution — and the firm is back to staff manually routing context.
Get firm work into the system.
Notes live in inboxes, calls, PDFs, texts, CRM fields, and somebody’s memory.
CRM, email, calls, documents, forms, tasks, and finance events land in one governed intake layer.
Find the right context for the task.
The answer depends on who remembers the right thread, note, file, or workaround.
The OS retrieves only the matter, workflow, policy, and proof needed for the current job.
Decide what wins when sources conflict.
Old SOPs, copied spreadsheets, and outdated file notes get treated like live data.
Canonical records, recency, audit evidence, and trusted systems outrank stale artifacts.
Control who can see and do what.
People get too much access, not enough context, or both. Risk hides in the gaps.
Staff, managers, attorneys, and agents see the right scope with approval gates before writes.
Turn corrections into system learning.
The same mistake gets corrected in chat, then repeats next week in another workflow.
Human edits update prompts, policies, validators, playbooks, and future agent behavior.
Move real work with accountability.
A document or email appears, but no owner, status, approval, or downstream measurement follows.
Drafts, tasks, approvals, filings, reminders, and metrics stay connected from request to outcome.
Firm-wide coverage
Most firms do not need another dashboard. They need a queryable, actionable control layer over the systems already running the firm.
Stop losing signed clients to slow follow-up, duplicate entry, and handoffs nobody owns.
Make Clio, Dropbox, Gmail, phones, forms, and calendars behave like one operating system.
Roll out Claude co-work and AI agents (Hermes) under supervision, with clear human review.
Turn campaigns, referrals, reviews, and intake data into a pipeline you can actually manage.
Build update rhythms so clients are not calling because the firm went quiet.
Cut copy-paste document work and route signature packets without staff babysitting every step.
Tighten the money workflows: billing, trust steps, bookkeeping inputs, and approval trails.
Clarify who owns what, write the process down, and make the work visible before it breaks.
Track the numbers that show where matters stall, where staff are buried, and what to fix next.
The AI wedge
The first week is read-only: ask what matters are stale, which intakes need attention, or where work is waiting. Once trust and rules are clear, supervised agents draft client updates, tasks, intake handoffs, and document requests for approval.
The guardrails are non-negotiable: human-in-the-loop, confidentiality first, and AI never replaces attorney judgment. It supports the firm. It does not practice law.
Where this ladders
The site now ladders toward one decision: is this agent OS worth seeing live, and is your PI / Clio firm a fit for the first paid design-partner cohort?
See the read-first, supervised-write pattern before any pilot conversation.
Paid pilots, 3 workflows, 90 days, Clio-first, capped at five firms.
The FirmOps playbook comes from running a real PI firm, not a whiteboard.
Practical law firm operations writing, bylined from the COO seat.
The 15-minute call shows the read-first agent, supervised write workflow, approval model, and the design-partner scope before anyone talks implementation.
Book a 15-min live demo