Your law firm, with its own brain.
FirmOps builds your firm its own AI brain and manages it for you: one layer across the systems you already run, turning messy admin, intake, and follow-up into safe, approval-gated work that grows over time.
Bring one real firm problem. We help decide what AI should do, build it safely, and keep your team in control.
Start with visibility. Prove one workflow. Automate only with approval.
Connect your case, email, document, phone, and task systems
We start with read-only access across the systems that already run your firm, so the agent can answer cross-system questions before it writes anything.
Build one useful workflow your team can test
We turn one recurring bottleneck into a practical firm-brain workflow with visible guardrails, owners, and approval checkpoints.
Keep humans in control before anything goes out
When the workflow earns trust, FirmOps drafts tasks, updates, and follow-ups for human approval — expanding only where the cohort proof supports it.
Your staff should not be the integration layer.
Law firm AI implementation should not mean handing the team another app. We build the Managed Firm Brain as an AI-native operating layer across the legal-tech stack you already own, so disconnected systems stop creating copy-paste work for people.
Managed firm brain for law firms, one workflow at a time
A good first build answers a real operational question, drafts the next action, and shows the human exactly what source data it used.
Approval-gated law firm automation
Nothing client-facing goes out just because the machine said so. The system prepares the work; the firm stays in control.
See the firm brain model in action.
A short explainer of how scattered firm context becomes a firm brain for read-only answers, drafted next steps, and human-approved action.
Book a 15-minute live demo →Start with one bottleneck. Grow toward a firm brain.
We build it for you
We connect your firm brain across the systems you already run: case management, email, documents, billing, and reporting. Done for you, not a workshop.
We start where it hurts
We meet your firm where it is and start with one recurring workflow that wastes time every week. Read-first, so nothing changes yet.
We manage it, ongoing
This is not a hand-off. We run it, monitor it, and keep it healthy as your systems and cases change. You never have to manage AI yourself.
It earns more responsibility over time
As it earns trust, we add workflows and let the brain take on more: from read-first answers, to drafts, to supervised, approval-gated work.
One brain for the whole firm
Over time it becomes one trusted layer across the business side of the firm. The firm brain: built and managed by us, owned by you.
What law firms usually ask FirmOps to fix first.
FirmOps helps law firms see what needs attention, prepare the next step, and keep humans in control before anything is sent, filed, or published.
Ask your firm what needs attention
A plain-English daily view of which matters, clients, tasks, payments, or intake items need action — without digging through five different systems.
Client communication drafts, never sent without approval
Prepare client updates, follow-ups, reminders, or next-step messages for staff review. Nothing goes out unless a human approves it.
Intake-to-opened-case tracking
See where every new client stands: signed, missing forms, waiting on documents, ready to open, opened in the case system, or stuck and needing staff help.
Owner-level numbers and reporting
Clear reports on active caseload, new signed cases, case velocity, expected fees, matter stages, source performance, and operational bottlenecks.
Know which referral and marketing sources are actually working
Compare lead sources by signed cases, quality, case value, validation, settlement outcomes, and return — not just raw lead count.
Document and letter preparation
Prepare routine firm documents — letters of representation, prior-attorney notices, billing notices, referral packets, insurance letters — with the right case details and attachments ready for review.
Exception and follow-up monitoring
Identify stalled matters, failed document uploads, missing signatures, unreviewed approvals, overdue follow-ups, or tasks that quietly fell through the cracks.
Marketing content with approval controls
Draft Google Business posts, settlement announcements, blog updates, local SEO improvements, and branded assets — ready for attorney review before anything goes public.
Case management · 7
E-signatures · 3
Document storage · 4
Communication · 4
Billing · 3
These are just common examples. If a service has an API — and most modern law-firm tools do — FirmOps can connect to it. New integrations get added as firms need them, always read-first and approval-gated.
Jon Mahler loves small business.
Not as a slogan. As a fact.
He loves walking past a busy storefront and seeing the machine working: the line at the counter, the register ringing, the staff moving, the owner watching the room, the clients happy, the business doing what it was built to do.
That is what FirmOps is for. We help owners get out from under the mess of the business and back into control of it: systems, AI, operations, visibility, follow-up, workflow, and accountability. Not because automation is exciting by itself, but because a well-run business is exciting.
FirmOps exists to help owners run the business they dreamed of running, instead of being run by the business they built.
Built from the COO seat inside a real PI firm.
FirmOps comes from the COO seat at Conduit Law, where these patterns are built, pressure-tested, and trusted on real cases before they reach other firms.
“I don't know how we ever did it the old way.”
What a managed firm brain does for a law firm.
What a managed firm brain is
A managed firm brain is a single supervised AI layer that sits across the systems a law firm already runs — case management like Clio, email, document storage, phones, billing, and tasks — and reads across all of them before it does anything. Instead of adding another app for staff to check, FirmOps connects to the tools already in place, starts with read-only visibility, and answers cross-system questions in plain English. The firm gains real AI capability without hiring engineers, managing prompts, or babysitting a model.
How it works: read first, draft next, act with approval
The firm brain follows a deliberate sequence: read first, draft next, act only with approval. In the read-only phase, the agent can tell an owner which matters are stalled, which intakes are missing signatures, and which follow-ups are overdue — without changing a single record. Once a workflow earns trust, the brain begins drafting the next action, and only ever leaves the send-or-file decision to a human. Nothing client-facing goes out because a machine decided it should. Every draft — a client update, a letter of representation, a billing notice, a Google Business post — waits behind an explicit approval gate.
Why disconnected software costs firms more than they think
For most small firms, the real cost of disconnected software is human: staff copy-pasting between six browser tabs, partners waiting on a weekly report that is already stale, and revenue leaking through follow-ups that quietly fell through the cracks. A managed firm brain closes those gaps by making the whole operation legible and turning one recurring bottleneck at a time into a supervised, approval-gated workflow. The staff stops being the integration layer, and the owner gets a plain-English view of what needs attention today.
Built inside a real firm, managed on an ongoing basis
The model was built from the COO seat inside Conduit Law, a working personal-injury firm, before it reached anyone else. FirmOps is managed, not handed off: we build the firm brain, connect it, then run and monitor it as the firm's systems and caseload change. Responsibility expands only as evidence supports it. Each workflow starts narrow — one clearly scoped bottleneck — and earns the right to do more as its output proves reliable across real cases. Over time the workflows compound into one trusted layer across the business side of the firm: built and managed by FirmOps, owned by the firm.
Frequently asked questions about FirmOps.
What is a managed firm brain?
A managed firm brain is a supervised AI layer that connects a law firm's existing systems — case management, email, documents, billing, phones, and tasks — into one place that can answer questions and prepare work. FirmOps builds it, connects it, and manages it on an ongoing basis, so the firm gains AI capability without hiring or managing AI staff.
Does the AI ever contact clients on its own?
No. FirmOps operates behind approval gates. The firm brain drafts client updates, follow-ups, letters, and reminders, but nothing client-facing is sent, filed, or published until a human on staff reviews and approves it.
Which systems does FirmOps connect to?
FirmOps connects across the legal-tech stack a firm already owns, including case management platforms like Clio, email, document storage, billing and trust accounting, phone systems, and task managers. It reads across all of them so answers reflect the whole firm rather than one siloed tool.
How does FirmOps start with a new firm?
Engagements begin read-only. FirmOps connects with visibility-only access, proves it can answer real cross-system questions, and then turns one recurring bottleneck into an approval-gated workflow. New workflows are added only after earlier ones earn trust.
What results has the model produced?
Inside Conduit Law, the personal-injury firm where FirmOps was built, case launch fell from about 2.5 hours to roughly 10 minutes, a 47-step case-opening process was reduced to a single click, and more than 1,000 cases have been processed through the system.
Do we need a technical team to use FirmOps?
No. FirmOps is done-for-you and managed. There is no new app for staff to learn as the integration layer, and no in-house engineers required. FirmOps builds, runs, and maintains the firm brain while the firm keeps ownership and control.
Book a 15-minute live demo around one real bottleneck.
Show us the workflow, the systems involved, and what needs human approval. We will show you what AI can safely do with it. The goal is simple: help you run the business you meant to build, instead of being run by it.
Book a 15-minute live demoThe FirmOps dispatch
Practical notes on running an AI-assisted law firm — what we ship, what works, and what we'd skip. No spam, no fluff.