01
Intake & qualification
- • lead capture
- • qualification scripts
- • handoff summaries
Safety: human review before client commitments
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Conduit Law operating proof
The live lab behind FirmOps is not one automation. It is an operating system of supervised loops.
Conduit Law gives FirmOps a real personal-injury environment to test what law-firm AI must do: read across messy systems, prepare useful work, show its reasoning, and stop before anything sensitive changes without approval.
01
Intake & qualification
02
Case opening
03
E-sign & packets
04
Documents & OCR
05
Records & treatment
06
Client communications
07
Payments & trust
08
KPIs & dashboards
A public-safe map: category names only, no client facts, internal endpoints, credentials, or matter-level details.
1,000+
matters in the live lab
Patterns are pressure-tested in a working PI firm before becoming FirmOps playbooks.
47→1
case-launch steps compressed
A repeated intake-to-matter pattern informs practical AI Concierge builds.
525+
hours returned annually
Estimated annual time returned from one measured intake workflow at Conduit volume.
10+
operation families mapped
Intake, documents, records, communications, approvals, KPIs, SEO, and more.
Automation atlas
The scale is the number of operating categories FirmOps has had to make safe.
A single demo workflow is easy. Conduit’s value is breadth: the same approval-first pattern has to survive intake, documents, records, payments, reporting, marketing, and governance without turning private firm operations into public content.
02
Case opening
- • matter creation
- • folder setup
- • task templates
Safety: field mapping and duplicate checks
03
E-sign & packets
- • signed packet status
- • missing-form flags
- • case-opening checklists
Safety: no document editing after signature
04
Documents & OCR
- • safe PDF handling
- • source preservation
- • review queues
Safety: restore paths and hash checks before retries
05
Records & treatment
- • provider follow-up
- • records status
- • treatment referrals
Safety: staff approves external sends
06
Client communications
- • draft updates
- • SMS review cards
- • inbox triage
Safety: no unsupervised client sends
07
Payments & trust
- • payment requests
- • paid-state review
- • matter-linked notes
Safety: approval and accounting checks first
08
KPIs & dashboards
- • firm KPIs
- • channel ROI
- • manager dashboards
Safety: definitions and source freshness are explicit
09
SEO & marketing ops
- • recommendation loops
- • GMB assets
- • sitemap verification
Safety: public claims must be source-backed
10
Governance & approvals
- • approval cards
- • dry-run gates
- • incident triage
Safety: high-risk actions require named approval
Secret-safe by design
What we intentionally do not disclose.
The case study should prove scale without publishing the private map of Conduit’s operations. Public buyers need the pattern and operating judgment, not credentials, endpoints, matter facts, or client-level examples.
- No client names, case facts, medical details, emails, phone numbers, or document links on the public page.
- No API keys, webhook URLs, tokens, internal queue names, database table details, or credential locations.
- No legal-advice claims, autonomous-lawyer claims, or promises that a workflow replaces attorney judgment.
- Only public-safe system categories, rounded scale markers, and reusable operating patterns are shown.
Reusable operating loop
Every useful automation follows the same five-part path.
1
Signal
A matter, lead, document, payment, KPI, or marketing event needs attention.
2
Context
FirmOps reads approved sources and reconstructs the state without exposing raw client data.
3
Draft
The assistant prepares a summary, checklist, message draft, task plan, or exception report.
4
Gate
A human approves, edits, rejects, or escalates before external or record-changing action.
5
Measure
The workflow logs what happened so the next build gets safer and more useful.
What this proves
The AI Concierge is backed by real operating pressure.
Conduit forced the same practical questions a new client brings: what data can safely be used, which draft is useful enough to review, what needs a checklist or tracker, and where a human must approve before the system changes the outside world. FirmOps starts there, then connects deeper only when a workflow proves value.
Read approved context
The system starts by reading approved firm context across matter data, intake, documents, tasks, communications, and reporting before it recommends or drafts anything.
Prepare supervised work
Agents draft summaries, checklists, follow-ups, task plans, and exception reports with enough source context for a human to inspect the work quickly.
Hold risky actions
Client-facing sends, record changes, payment actions, public posts, and legal-ops decisions stay behind human approval gates and audit trails.
The Conduit workflow pattern
A measured intake workflow at Conduit compressed repetitive case-launch work from about 28 minutes to under two minutes. More important than the time savings: the workflow made matter creation, task setup, folder structure, notifications, and reporting visible as one repeatable pattern.
- • CRM contacts and matters are created with firm-specific field mapping.
- • Task templates and document structure follow the firm’s operating rules.
- • Staff see the same source of truth instead of chasing updates across tools.
- • The agent can explain what happened and what needs human attention next.
Why this matters to buyers
You see a real system.
A demo can show an owner how one bottleneck becomes source-linked evidence and approval-ready work. That is easier to judge than an abstract AI roadmap.
The product gets sharper after each useful workflow.
Every useful build teaches which CRM, API, export, approval, and reporting patterns deserve connection next. Read-only first; deeper FirmOps automation only when it earns its place.
Want to bring one workflow to the live demo?
Bring one recurring workflow to the 15-minute live demo. We will show how the AI Concierge starts read-only, keeps supervised work behind approval gates, and whether the design-partner path is a fit.