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15-minute live demo
See if FirmOps should be your AI Concierge.
Bring one recurring bottleneck. We will talk through the first useful build, the systems involved, the approval boundaries, and whether a monthly concierge makes sense.
Choose a time for your 15-minute live demo
Click above to see available times and book directly.
What we will cover:
- ✓Name one recurring workflow that wastes time every week
- ✓Review the examples, systems, SOPs, exports, or documents available for a first build
- ✓Map the likely first deliverable: assistant, checklist, tracker, draft workflow, or lightweight automation
- ✓Confirm approval boundaries for client-facing or system-changing work
- ✓Decide whether the monthly AI Concierge is the right starting point
Before Your Call
The best prep is simple: skim how the concierge works, review the offer, and bring one repeated workflow.
- • Skim the FirmOps demo page before booking if you have time
- • Know which systems matter most: CRM, email, phones, docs, e-sign, accounting, intake, or reporting
- • Bring one workflow your team repeats every week
After Your Call
If there is mutual fit, the next step confirms the first workflow, examples, approval owners, data boundaries, and what we should build in the first live session.
- • Choose the first workflow to build
- • Confirm approval owners and data boundaries
- • Decide whether to start the monthly concierge
One Workflow First
The goal is to make the first build concrete enough that you can judge the value before any larger system decision.
Prefer to send context before booking?