How the concierge works
The FirmOps process is simple: pick a repeated task, build the first usable version live, keep humans in control, then expand only after the workflow proves value.
Built for PI owners/operators who want practical AI adoption before a larger software decision.
Live build session
Hands-onWe do not spend the session pitching abstract AI. We build the first usable version of a workflow while you can see the assumptions, limits, and approval points.
Bring one real bottleneck
Examples: slow lead follow-up, repetitive status updates, SOP questions, marketing drafts, missing-records tracking, or a weekly owner report.
Build the first usable workflow
We create the assistant, prompt chain, checklist, tracker, template, or draft workflow live so you can see how it works and where it needs guardrails.
Put humans in control
Client-facing messages, system changes, and legal judgment stay with your people. The workflow prepares work; your team approves what matters.
Use it, tune it, or expand it
If the workflow saves time, the next concierge call improves it. If it becomes core operations, we scope the deeper FirmOps automation.
Watch the demo
The first version of the FirmOps demo is hosted on YouTube in privacy-enhanced mode, with captions enabled, no autoplay, a custom cover image, and the transcript below for visitors who prefer to scan.
Demo CTA
Bring one bottleneck. We will tell you if it is a good first build.
FirmOps helps PI firms answer operating questions with approved context from case systems, email, documents, tasks, and staff memory. The demo shows a read-only scan turning source-linked evidence into supervised drafts while humans keep approval authority before any client-facing or system-changing action.
Most personal injury firms do not have an AI problem. They have a context problem. Your case management system, email, documents, tasks, and staff memory each hold a different piece of the truth.
FirmOps pulls those approved systems into one firm brain — a second brain for your practice. Approved context first, supervised agents second.
So you ask a plain-English operating question: “Show me the matters with no meaningful activity in 14 days — and what should happen next.”
FirmOps runs a read-only scan across your systems. No writes, no messages, no changes — just source-linked evidence.
Then it turns that evidence into supervised drafts: client updates, follow-up tasks, document requests — each linked back to its source.
You stay in charge. Read-only visibility first. Supervised action only after you approve. Bring your own question at firmops.io/demo.
Example first builds
The best first systems are boring in the right way: frequent, specific, easy to inspect, and valuable as soon as they remove a few hours of weekly friction.
Turns intake notes into a next-step summary, draft response, missing-info list, and owner-visible handoff.
Lets staff ask how your firm handles routine tasks and get answers grounded in your internal procedures.
Prepares plain-English status updates from recent notes or activity, ready for review before anything is sent.
Repurposes firm knowledge into partner updates, newsletter drafts, review requests, or campaign follow-up.
These are just common examples. If a service has an API — and most modern law-firm tools do — FirmOps can connect to it. New integrations get added as firms need them, always read-first and approval-gated.
Why FirmOps
FirmOps comes from running and improving a real PI firm. That means the small builds are shaped by operational judgment, and the strongest workflows can grow into connected systems when your firm is ready.
15-minute live demo
The demo is a quick check on the bottleneck, the systems involved, the likely first deliverable, and whether the concierge is the right starting point.