The audit funnel has moved
Start with the FirmOps agent OS demo.
FirmOps is no longer leading with a free operations audit. The current v2 offer is a demo-led, paid design-partner cohort for PI firms that want an agent operating system connected to Clio and the rest of their stack.
Better next step
Watch a law firm talk to its operating system.
The demo shows the real product path: ask the firm a cross-system question, inspect the answer, then move into supervised work with approval gates. That is the conversion path for cold-email visitors and legacy audit traffic alike.
Why this replaced the audit
- • A free audit proves recommendations; the demo proves the product.
- • The product is the agent OS, not fractional COO consulting.
- • The goal is 3–5 paid PI / Clio design partners, not broad advisory calls.
Read-first deployment
Week 1 is about answering cross-system questions from Clio, email, documents, phones, and tasks before any write action is allowed.
Supervised writes next
After trust is established, the agent drafts or queues work for approval: matter opening, client updates, dormancy digests, and task routing.
Design-partner cohort
The current offer is a capped paid cohort for PI firms on Clio, not a free diagnostic or generic consulting engagement.
Legacy route guidance
If you came here looking for an audit, use this sequence instead.
This page is kept so old links do not dead-end, but the active FirmOps path is demo → live conversation → cohort fit, with transparent pilot terms on the cohort page.
- 1Watch the 3-minute product walkthrough so you can see the agent OS running against real law-firm workflows.
- 2Book a 15-minute live demo if the workflow looks relevant to your PI / Clio firm.
- 3If there is fit, review the paid design-partner cohort: deployment, three initial workflows, run fee, and 90-day pilot terms.
Want the actual pilot terms?
The cohort page explains who qualifies, what the first deployment includes, and how the paid 90-day pilot is structured for early design partners.