Your firm brain
FirmOps is a service, not a product. We sit in the seat with you, learn how your firm actually runs, and build a custom brain around your real stack, whatever you run on: your case system, documents, email, SMS, billing. It reads and writes across all of it, always behind your approval. The phones and the client relationship stay human.
For owner-led personal-injury and high-volume contingency firms that want AI woven into how the firm runs, not bolted onto one app. We build on whatever stack you already use.
What managed means
You do not buy software and figure it out alone. We learn how your firm runs, then design and build a custom firm brain around your stack, and we run it for you: monitoring it, keeping it healthy, and adding workflows as your firm grows.
We meet your firm where it is and prove it on one real workflow first. As it earns trust, the brain takes on more responsibility, from read-first answers to supervised, approval-gated work. Managed is how we work. The brain is what you own.
What the brain does
Most case systems have a built-in assistant now, but it lives inside that one app. Your firm brain lives across everything, available where you work: phone, desktop, web, on the go.
Reads across your stack
Your case system, document storage, email, SMS, billing, whether that is Clio, Filevine, SmartAdvocate, or something else. The brain holds them together, so it can answer questions no single app can and notice when two systems disagree.
Drafts the work
Letters of representation, provider letters, demands, client updates, follow-ups. The brain prepares the document from the actual matter, documents, and correspondence in front of it.
Holds for approval
Drafts land in your own email drafts, or behind approve, reject, and retry buttons on your phone. Nothing leaves the firm until a person clears it.
Custom to your firm
Your fit criteria, your stages, your stack, your documents. Not a template with your name on it. The brain is yours, and it reflects your firm, not a generic product.
What stays human
We automate everything behind the phone and leave the phone to people. That is on purpose, not a limitation.
Related reading
Short version: for live client calls, we do not recommend an AI receptionist yet. Here is the honest comparison, and where AI does earn its place.
Comparison
Where each one fits, and why a person plus smart routing still beats a bot for an injured caller.
Intake automation
What to automate first behind the phone: capture, qualification, routing, follow-up, and logging.
Clio automation
Why Clio Duo stops at the edge of Clio, and what a connected brain does that it cannot.
Cost
What AI reception really costs, and where that budget does more good behind the phone.
Proof, not promises
FirmOps is built and run inside a working personal-injury firm with 1,000+ active matters, led by a sitting non-attorney partner and COO. The brain starts by reading across the stack and proving safe answers before it writes anything.
Common questions
No. FirmOps does not answer client calls with AI. We set up IVR, smart routing, and human backup for live calls, and put AI everywhere behind the phone: drafting, intake logging, records, billing, and follow-up. A personal-injury client who feels handled by a bot calls the next firm fast.
One supervised AI layer connected to your case system, documents, email, SMS, and billing. You ask a plain-English operating question and get source-linked answers and approval-gated drafts back.
No. We are tool-agnostic and build on whatever you run, including Clio, Filevine, and SmartAdvocate. We only need your systems to have APIs we can connect.
Built-in assistants live inside one app. Your firm brain works across every system at once, so it can answer questions and catch conflicts that no single app can see.
No. Documents draft into the requesting staff member’s own email drafts, and automations sit behind approve, reject, and retry controls. A person always releases the work.
Next step
The 15-minute demo runs the brain against one real workflow from your firm. Then we map what a custom build looks like for you.
Want to see the range first? Browse the 250+ workflows the brain can run.