Week 1
Read-only answers across the firm
We connect the core stack and prove the control layer safely: Clio, email, documents, phones, tasks, and reporting become queryable before the agent is allowed to write anything.
How We Work
Read first. Then write with approval.
FirmOps deploys as an agent operating system, not an advisory retainer. The first cohort gets a working instance, three scoped workflows, founder attention, and a direct path from pilot learning to product.
The rule
Safety precedes autonomy.
Every deployment starts with read-only visibility because owners need proof before permission. Write workflows arrive only after the firm agrees on approval gates, data rules, and who owns each decision.
No production changes happen without approval. AI stays supervised, human-in-the-loop, confidentiality-first, and outside attorney judgment.
The engagement motion
Three phases. One supervised operating system.
The sequence is simple because law-firm operations are already complicated enough.
Week 3
Supervised workflows under approval gates
Once trust and autonomy rules are clear, the agent drafts or routes approved work: stale-matter digests, client-update drafts, intake handoffs, task creation, or document requests.
90 days
Design-partner feedback becomes product
The pilot proves what should be tenant config, what needs credential routing, and which workflows generalize for the platform instead of becoming one-off consulting work.
What delivery can include
Whatever is blocking the firm from running cleanly.
The umbrella is operations for law firms: one operating partner for the business side of the firm, not five vendors solving disconnected fragments.
AI is part of the work when it is the right lever. Claude co-work and supervised Hermes agents can remove operational busywork, but the guardrail stays the same: humans review the work and attorneys own legal judgment.
Intake and case-launch cleanup
Case-management and integration work
Claude co-work and supervised AI agents
Client communication rhythms
Document and e-signature workflows
Finance, billing, and trust handoffs
Staffing, SOPs, and accountability
Reporting and KPI visibility
Start with the demo. Decide from the system.
The live demo shows the agent answering across systems, waiting for approval, and turning Conduit’s operating pattern into the first design-partner cohort.