Layer 1
A read-first Firm OS
FirmOps connects the systems your firm already runs — Clio first, then intake, email, documents, tasks, and reporting — so the agent can answer real operating questions safely.
Design-partner cohort
Your AI Concierge, deployed as a law-firm agent OS.
A paid pilot for owner-led firms that want the system to answer across Clio, intake, email, documents, tasks, and reporting before it does supervised work.
First cohort only: prove read-only trust, add supervised workflows, and help shape the product before platform pricing lands.
Good fit if:
- You run a PI or high-volume contingency practice with roughly 3–50 staff
- Clio is your practice-management system, or you are willing to qualify stack fit on the demo
- The owner/operator is personally bought in and can sponsor an operating-model change
- You want a paid design-partner pilot, not a no-cost diagnostic or generic AI strategy project
- Your team can review drafts and keep legal judgment with humans
What you get
A read-first agent OS for the firms that help shape it.
The cohort is designed to be safe to evaluate: answer questions across the stack first, then add supervised workflows where the proof is obvious.
Layer 2
A supervised AI Concierge
Once read-only trust is clear, the Concierge drafts or prepares work with source context and human approval gates before anything changes in your systems.
Cohort path
Design-partner roadmap influence
Early partners get founder attention, direct roadmap influence, and grandfathered economics while each deployment extracts more reusable product from the live system.
Pilot sequence
Read before write. Prove before expanding.
The point is not a strategy deck or a tool recommendation. The point is a working operating layer your team can question, test, and approve.
Week 1
Read across the stack first
We connect the minimum safe system surface and prove the agent can answer cross-system operating questions before asking your team to trust any write workflow.
Weeks 2–3
Add the first supervised workflows
We add a narrow set of approved workflows — for example dormancy, intake-to-matter, or client-update drafts — with source context and explicit human review.
90 days
Pilot, tune, and decide what generalizes
The cohort measures adoption, saved time, risk controls, and which firm-specific mappings should become reusable product configuration.
Good first workflows
Start where cross-system visibility creates leverage.
The strongest first workflows are frequent, specific, source-checkable, and safe to keep behind approval gates while the team builds trust.
- Matter dormancy and no-activity digest across Clio, tasks, email, and documents
- Intake-to-matter preparation with approval before client or Clio updates
- Client update drafts from recent activity and source-linked notes
- Records, missing-information, or document follow-up queues
- Weekly owner report from connected firm systems, not manual spreadsheets
- SOP or staff-answer assistant grounded in approved firm materials
Not a fit
The concierge works best when the first workflow is concrete.
We will be honest if your request is too broad, too risky, or too dependent on custom engineering before the agent OS can prove useful read-only value.
- You want unsupervised automation of legal judgment or client-facing work
- You need a giant custom software rollout before proving the read-first agent OS
- You only want tool recommendations without joining a design-partner deployment
Next step
Bring one bottleneck. We will show whether it belongs in the cohort.
The 15-minute live demo checks stack fit, workflow fit, approval needs, and whether FirmOps is the right AI Concierge / agent OS path for your firm.