01
Ask one operating question
The owner asks: which PI matters need attention today? FirmOps reads across Clio, email, tasks, documents, and intake signals instead of asking staff for another spreadsheet.
Watch the agent OS demo
See how a PI firm talks to its operating system.
The 3-minute FirmOps demo shows the v2 design-partner promise: cross-system answers first, supervised write workflows second, and approval gates around every meaningful action.
Built for PI owners/operators evaluating the first paid Clio-first design-partner cohort.
3-minute recording shell
Pending final cutWhat you're seeing
The final screen recording should show this exact operating arc: one owner command, one read-only system sweep, one evidence-backed answer, one supervised draft, and one explicit approval gate.
00:00
Owner command
A PI owner asks the firm a plain-English question: which matters need attention today?
00:35
Cross-system read
FirmOps reads approved sources across Clio, email, tasks, documents, and intake signals before recommending action.
01:25
Source-linked answer
The response shows dormant matters, unsigned retainers, stale handoffs, and links back to records staff can verify.
02:10
Supervised draft
Only after the answer is trusted does the agent draft client updates, task assignments, or intake-to-matter handoffs.
02:45
Approval gate
A human approves before anything external happens: no reckless writes, no attorney-judgment replacement.
No fake client data. No reckless writes.
Until the screen recording is cut, this page sets the landing-page frame and sends qualified owners to a 15-minute live demo or the paid cohort terms.
Annotated demo flow
A working operating model, not a generic AI pitch.
The page should survive the cold-email click: show what FirmOps does, why it is safe to try, and what a design partner is invited to evaluate live.
02
Get an evidence-backed answer
The agent returns dormant matters, unsigned retainers, billing drift, or stale handoffs with links back to source records so the team can verify the answer before acting.
03
Draft supervised work
After trust is established, the agent prepares client updates, intake-to-matter handoffs, task assignments, or document requests inside the approval rules set by the firm.
04
Approve before anything external happens
Human approval stays in charge. FirmOps can queue the draft, show the evidence, and record the decision before a message, task, or Clio update is sent.
Why it matters
The demo is the offer.
FirmOps is opening a first cohort of 3–5 paid design partners. The live demo is where a skeptical PI owner can see whether the agent OS actually connects their stack, respects approvals, and solves a real operator problem before a pilot conversation goes deeper.
Read-only firstSource-linked answersSupervised writesHuman approval before external action
What a qualified firm should take away
- Built from the operating system pattern running at Conduit Law, not a slide-only AI concept.
- Read-only visibility comes first so owners can test answers before trusting write actions.
- The pilot is intentionally Clio-first for PI firms so early deployments productize one repeatable stack.
Good-fit signals
- PI or high-volume contingency firm with an owner/operator involved in the decision.
- Clio is the practice-management system for the initial cohort, with email, phones, documents, and tasks ready to connect in read-only mode first.
- The firm wants a working agent OS in weeks, not a slide deck, and is comfortable starting with three scoped pilot workflows.