FirmOps.io
FirmOps builds your firm brain

Your law firm, with its own brain.

FirmOps builds your firm its own AI brain and manages it for you: one layer across the systems you already run, turning messy admin, intake, and follow-up into safe, approval-gated work that grows over time.

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Read-only visibility
Human-approved action
One recurring workflow
FirmOps command center
Clio
matters
Email
threads
Phones
missed calls
Docs
files
Tasks
owners
QBO
billing
Owner asks
“Which matters need attention today?”
read-first
3
dormant matters
no activity in 14 days
2
unsigned retainers
ready for follow-up
1
billing drift
needs operator review
Draft client updates and task owners?
HUMAN APPROVAL
Design-partner fit

Bring one real firm problem. We help decide what AI should do, build it safely, and keep your team in control.

“I want to ask our firm what needs attention before another weekly report is built.”
“I need read-only answers first, then supervised work only after approval rules are clear.”
“Our Clio, email, documents, phones, and tasks should answer as one firm brain.”
“My staff is copy-pasting between six tabs. That is an expensive way to run a workflow.”
“I want one recurring bottleneck turned into an approval-gated workflow the staff will use.”
How the firm brain starts

Start with visibility. Prove one workflow. Automate only with approval.

01

Connect your case, email, document, phone, and task systems

We start with read-only access across the systems that already run your firm, so the agent can answer cross-system questions before it writes anything.

02

Build one useful workflow your team can test

We turn one recurring bottleneck into a practical firm-brain workflow with visible guardrails, owners, and approval checkpoints.

03

Keep humans in control before anything goes out

When the workflow earns trust, FirmOps drafts tasks, updates, and follow-ups for human approval — expanding only where the cohort proof supports it.

Law firm AI implementation starts with visibility

We do not begin by handing your staff another tool. We connect the systems first, read what is already happening, and find the one bottleneck worth fixing.

AI Concierge for law firms, one workflow at a time

A good first build answers a real operational question, drafts the next action, and shows the human exactly what source data it used.

Approval-gated law firm automation

Nothing client-facing goes out just because the machine said so. The system prepares the work; the firm stays in control.

The explainer

See the firm brain model in action.

A short explainer of how scattered firm context becomes a firm brain for read-only answers, drafted next steps, and human-approved action.

Book a 15-minute live demo →
How the managed firm brain works

Start with one bottleneck. Grow toward a firm brain.

01

We build it for you

We connect your firm brain across the systems you already run: case management, email, documents, billing, and reporting. Done for you, not a workshop.

02

We start where it hurts

We meet your firm where it is and start with one recurring workflow that wastes time every week. Read-first, so nothing changes yet.

03

We manage it, ongoing

This is not a hand-off. We run it, monitor it, and keep it healthy as your systems and cases change. You never have to manage AI yourself.

04

It earns more responsibility over time

As it earns trust, we add workflows and let the brain take on more: from read-first answers, to drafts, to supervised, approval-gated work.

05

One brain for the whole firm

Over time it becomes one trusted layer across the business side of the firm. The firm brain: built and managed by us, owned by you.

Examples, not the whole offer

What law firms usually ask FirmOps to fix first.

FirmOps helps law firms see what needs attention, prepare the next step, and keep humans in control before anything is sent, filed, or published.

01

Ask your firm what needs attention

A plain-English daily view of which matters, clients, tasks, payments, or intake items need action — without digging through five different systems.

02

Client communication drafts, never sent without approval

Prepare client updates, follow-ups, reminders, or next-step messages for staff review. Nothing goes out unless a human approves it.

03

Intake-to-opened-case tracking

See where every new client stands: signed, missing forms, waiting on documents, ready to open, opened in the case system, or stuck and needing staff help.

04

Owner-level numbers and reporting

Clear reports on active caseload, new signed cases, case velocity, expected fees, matter stages, source performance, and operational bottlenecks.

05

Know which referral and marketing sources are actually working

Compare lead sources by signed cases, quality, case value, validation, settlement outcomes, and return — not just raw lead count.

06

Document and letter preparation

Prepare routine firm documents — letters of representation, prior-attorney notices, billing notices, referral packets, insurance letters — with the right case details and attachments ready for review.

07

Exception and follow-up monitoring

Identify stalled matters, failed document uploads, missing signatures, unreviewed approvals, overdue follow-ups, or tasks that quietly fell through the cracks.

08

Marketing content with approval controls

Draft Google Business posts, settlement announcements, blog updates, local SEO improvements, and branded assets — ready for attorney review before anything goes public.

Works with the tools firms already run
Clio
Filevine
PracticePanther
MyCase
Smokeball
Law Ruler
Litify
DocuSign
Adobe Sign
PandaDoc
Dropbox
Google Drive
OneDrive
Box
Dialpad
Gmail
Outlook
Slack
LawPay
QuickBooks
Xero
Case management · 7
Clio
Filevine
PracticePanther
MyCase
Smokeball
Law Ruler
Litify
E-signatures · 3
DocuSign
Adobe Sign
PandaDoc
Document storage · 4
Dropbox
Google Drive
OneDrive
Box
Communication · 4
Dialpad
Gmail
Outlook
Slack
Billing · 3
LawPay
QuickBooks
Xero

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 exists

Jon Mahler loves small business.

Not as a slogan. As a fact.

He loves walking past a busy storefront and seeing the machine working: the line at the counter, the register ringing, the staff moving, the owner watching the room, the clients happy, the business doing what it was built to do.

That is what FirmOps is for. We help owners get out from under the mess of the business and back into control of it: systems, AI, operations, visibility, follow-up, workflow, and accountability. Not because automation is exciting by itself, but because a well-run business is exciting.

FirmOps exists to help owners run the business they dreamed of running, instead of being run by the business they built.

Built inside a real firm

Built from the COO seat inside a real PI firm.

FirmOps comes from the COO seat at Conduit Law, where these patterns are built, pressure-tested, and trusted on real cases before they reach other firms.

2.5h→10m
case launch
1,000+
cases processed
47→1
steps to one click
Conduit Law

“I don't know how we ever did it the old way.”

Jonathan Mahler
Jonathan Mahler
COO, Conduit Law
Elliot Singer, Esq.
Elliot Singer, Esq.
Managing Partner
Start here

Book a 15-minute live demo around one real bottleneck.

Show us the workflow, the systems involved, and what needs human approval. We will show you what AI can safely do with it. The goal is simple: help you run the business you meant to build, instead of being run by it.

Book a 15-minute live demo
hello@firmops.io · Denver, Colorado

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