Practical notes from the live law-firm workflows behind the FirmOps Managed Firm Brain: intake, CRM-aware handoffs, supervised drafts, and the path from one useful workflow to deeper automation.
Follow the practical path: live workflow builds, CRM-aware automation when the data is ready, and supervised work after approval.
Demo Context
What to watch for in the Managed Firm Brain walkthrough
Live-Lab Proof
How Conduit informs the first external deployments
Fit Criteria
API-ready systems, workflow scope, and approval gates
How Claude Desktop can become a staff-facing company brain when MCP connects it to Clio, Gmail, Dropbox, intake, payments, validation, and reporting tools.
Satya Nadella’s AI learning-loop idea points to the real law firm advantage: turning human judgment, workflows, and outcomes into firm infrastructure.
A sitting PI-firm COO explains where intake breaks, what to automate first, and how to keep human review in the workflow.
Get operator notes on practical AI workflow builds, adoption lessons, and the places where CRM or API-ready systems create real leverage.
Follow the practical path: live workflow builds, CRM-aware automation when the data is ready, and supervised work after approval.
Demo Context
What to watch for in the Managed Firm Brain walkthrough
Live-Lab Proof
How Conduit informs the first external deployments
Fit Criteria
API-ready systems, workflow scope, and approval gates
Want to turn one repeated workflow into something useful?
15-minute live demo | One workflow | Expand only if it proves value