Intake
Lead follow-up and case-fit prep
Agents prepare the next step after the AI Concierge answers: summarize facts, flag fit issues, draft follow-up, and queue the handoff for staff review.
Managed AI Agents
AI automation for law firms, run by operators — not left for staff to babysit.
FirmOps acts like an AI automation agency for law firms: we design, deploy, monitor, and improve managed agents for the recurring work that slows intake, records, documents, client communication, and operations.
What agents run first
Start where the work is repetitive, measurable, and safe to supervise.
The best managed agent is not the flashiest one. It is the one that saves time every week and can be checked before it acts.
Records
Medical records and document follow-up
Track requests, surface stale items, draft follow-ups, and keep the matter timeline visible without asking staff to rebuild the same list every week.
Client communication
Draft updates without auto-sending
Managed agents read the file and draft status updates or next-step messages. Humans approve before anything leaves the firm.
Operations
Dormancy, dashboards, and task cleanup
Agents find stuck work, explain why it is stuck, and recommend the next move so managers can run the firm from facts instead of memory.
Managed-service model
Managed agents need an operator loop, not a launch-and-leave install.
FirmOps runs agents like an operating system: start narrow, monitor the work, and tune the workflow before expanding.
Design
Pick one recurring workflow, define the safe read paths, and decide which actions must stay human-approved.
Deploy
Connect the agent to approved context, run it read-first, and compare its recommendations against staff expectations.
Monitor
Review outputs, missed edge cases, escalation patterns, and whether the workflow is saving manager time.
Tune
Update prompts, policies, integrations, and approval thresholds as the firm changes.
Capability proof
MCP and integrations are how the agent reads the real firm.
MCP is not the client-acquisition headline. It is the capability proof: the integration layer that lets supervised agents read approved firm context across Clio, Dropbox, Gmail, documents, and reporting tools before recommending action.
- Read-first by default: answer from firm context before writing anywhere
- Approval-gated writes: client sends, Clio updates, and task changes stay supervised
- MCP and integration builds as capability proof: connect Claude to Clio, Dropbox, Gmail, and reporting tools
- Operator-led rollout: decide what to automate first, what to leave human, and how to measure lift
Legal document automation
A practical first managed-agent use case.
Legal document automation is one of the cleanest ways to prove the model: read the file, prepare the draft or packet, and route the result for review before anything is sent or filed.
Next step
Bring one recurring bottleneck. We will show the managed-agent path.
The demo shows how FirmOps decides what should be automated, what should stay human, and how approval gates keep the work safe.