Intake & case launch
Stop losing signed clients to slow follow-up, duplicate entry, and handoffs nobody owns.
Agent operating system, not another point solution
The Operating System Your Firm Talks To
FirmOps connects the tools your staff already use — Clio, email, phones, documents, tasks, approvals, and reporting — so an owner can ask one agent what is happening and move work with supervision.
The operator behind the system
Jonathan Mahler
Non-Attorney Partner & COO, Conduit Law. Co-founder, FirmOps.
I run operations inside a live personal-injury firm. The systems behind FirmOps were built around real cases, real staff capacity, real client pressure, and the daily mess that never shows up in generic SaaS demos.
2.5h → 10m
intake rebuild
47 → 1
steps cut
1,000+
cases processed
Firm-wide coverage
One operator for the whole firm.
Most firms do not need another dashboard. They need a queryable, actionable control layer over the systems already running the firm.
Case management, technology & integrations
Make Clio, Dropbox, Gmail, phones, forms, and calendars behave like one operating system.
AI deployment
Roll out Claude co-work and AI agents (Hermes) under supervision, with clear human review.
Marketing & case acquisition
Turn campaigns, referrals, reviews, and intake data into a pipeline you can actually manage.
Client experience & communication
Build update rhythms so clients are not calling because the firm went quiet.
Documents & e-signature
Cut copy-paste document work and route signature packets without staff babysitting every step.
Finance, billing & trust operations
Tighten the money workflows: billing, trust steps, bookkeeping inputs, and approval trails.
Staffing, SOPs & accountability
Clarify who owns what, write the process down, and make the work visible before it breaks.
Reporting & KPIs
Track the numbers that show where matters stall, where staff are buried, and what to fix next.
The AI wedge
Your firm's AI department, run like operations.
The first week is read-only: ask what matters are stale, which intakes need attention, or where work is waiting. Once trust and rules are clear, supervised agents draft client updates, tasks, intake handoffs, and document requests for approval.
The guardrails are non-negotiable: human-in-the-loop, confidentiality first, and AI never replaces attorney judgment. It supports the firm. It does not practice law.
What changes when someone owns it
- • Staff stop improvising across disconnected tools.
- • Partners see the bottlenecks before they become fires.
- • AI gets deployed where it saves time, not where it creates risk.
- • The firm handles more work without pretending people have infinite capacity.
Where this ladders
Start with the demo. Then decide whether your firm belongs in the cohort.
The site now ladders toward one decision: is this agent OS worth seeing live, and is your PI / Clio firm a fit for the first paid design-partner cohort?
Watch the agent OS demo
See the read-first, supervised-write pattern before any pilot conversation.
Review the design-partner cohort
Paid pilots, 3 workflows, 90 days, Clio-first, capped at five firms.
Review the Conduit Law proof
The FirmOps playbook comes from running a real PI firm, not a whiteboard.
Read the operator notes
Practical law firm operations writing, bylined from the COO seat.
If you want this running at your firm, start with the live demo.
The 15-minute call shows the read-first agent, supervised write workflow, approval model, and the design-partner scope before anyone talks implementation.
Book a 15-min live demo