Live lab
Conduit Law
The agent OS pattern is being built inside a real PI firm, not in a demo-only sandbox.
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Built inside a PI firm
FirmOps is not an AI agency. It is the operating system we needed to run our own firm.
We built the agent OS pattern inside Conduit Law first: one control layer over Clio, email, phones, documents, tasks, intake, and approvals. Now FirmOps is opening that system to a small paid design-partner cohort of PI firms on Clio.
Why trust the claim
Operating scope
1,000+ cases
The proof comes from intake, records, tasks, documents, approvals, and management reporting under real load.
Cohort size
3–5 firms
The first paid design partners keep implementation narrow enough to productize the repeatable core.
The operator behind it
Jon Mahler brings the COO seat, not a consultant script.
Jon is Co-Founder, Non-Attorney Partner, and COO at Conduit Law. FirmOps exists because the same operating questions kept showing up in the firm: which matters are stuck, which handoffs are late, which clients need updates, and which systems disagree.
The answer was not another dashboard or a one-off automation backlog. It was an agent operating system: read the stack, explain the evidence, draft supervised work, and ask for approval before acting.
Jon Mahler
Co-Founder · Non-Attorney Partner & COO, Conduit Law
Elliot Singer
Co-Founder · FirmOps
Conduit as live lab
The proof is the system running under law-firm pressure.
FirmOps is the productization path for the operating layer built around Conduit Law. Design partners are not buying a broad operations audit; they are evaluating whether this agent OS can become the command layer for their own PI firm.
Cross-system answers
The owner should ask one operating question and get a source-linked answer across Clio, email, phones, documents, tasks, and intake context.
Approval-gated work
The agent can draft the next action—client updates, intake-to-matter handoffs, task assignments—but a designated human approves before anything external happens.
Productization pressure
A bespoke deployment is acceptable only when it teaches the platform what to make configurable for the next PI firm.
Operating beliefs
The design-partner model is deliberate.
The first cohort is capped because FirmOps is building a product, not collecting consulting projects. Paid PI / Clio deployments create demand signal, referenceable proof, and the pressure to turn the hardcoded parts of the live system into a repeatable platform.
- Product equity beats consulting cashflow: every deployment should extract tenant-config patterns into the agent OS.
- Read before write: Week 1 should prove source-linked answers before any system-of-record change is trusted.
- Humans stay in charge: supervised writes, client messages, task changes, and Clio updates wait behind approval gates.
- The first cohort is intentionally PI / Clio: narrow stack, owner/operator buy-in, referenceable proof, and faster learning.
Next step
See the operating system before the fit call.
If your PI firm runs on Clio and the demo looks like the operating model you want, book 15 minutes. The call is a live walkthrough and cohort-fit check, not a free audit or implementation commitment.