Read
Gather context from the matter
The agent reads approved matter context, documents, notes, and task history so the draft starts from the real file, not a blank prompt.
Managed agent spoke
Legal document automation that prepares the work — without skipping review.
FirmOps uses supervised AI agents to read matter context, prepare document work, and route drafts or packets for approval. It is document automation built for law-firm control, not blind auto-send.
The workflow
Read, prepare, review — then approve.
The goal is not to remove judgment. It is to stop staff from rebuilding the same first draft or packet from scratch.
Prepare
Draft the packet or next document
It prepares the document, cover note, checklist, or follow-up packet with citations to the source context staff should review.
Review
Route for human approval
The result queues for staff or attorney review. Sends, filings, and record changes stay gated until a person approves them.
Good first use cases
Automate the preparation, not the professional judgment.
Legal document automation works best where the file already contains the facts, the output follows a known pattern, and a human can quickly approve or correct the result.
- Letters of representation and make-whole letters
- Provider letters that instruct billing to health insurance
- Subrogation and lien correspondence
- Diminished-value and records-based demand prep
Document examples
Start with documents that already follow a pattern.
The safest first wins are drafts and packets where the facts are already in the file and the final action still needs human approval.
Letters of representation
Draft the LOR from the matter file, attached to an email staged in the requesting staff member's own drafts for approval.
Provider billing-instruction letters
Letters telling providers to bill the client's health insurance, built from the provider list and matter context.
Subrogation and lien letters
Prepare subrogation correspondence and lien follow-ups grounded in the file, queued for human review.
Diminished-value demands
Assemble the demand from the valuation and supporting facts already in the matter, ready for an attorney to send.
Treatment updates and provider-list confirmations
Draft client-facing updates and confirm the provider list with the client, approved before anything sends.
Records request packets
Prepare provider request letters and follow-up checklists from matter context.
Customizable, not templated
It reads your file, not a merge template.
Most legal document automation is a merge template with blanks. It cannot tell you the dec page in the folder is for the wrong carrier, or that the provider list changed last week. It fills the same form every time, whether or not the form still fits the matter.
FirmOps reads the actual matter, the documents, and the correspondence before it drafts. The output reflects the file as it is today, not a form from last year. That is the difference between a document generator and an agent that understands the case it is writing about.
The approval gate
Nothing leaves the firm without a human.
The agent drafts and stages. A person always releases. That is the line that makes document automation safe for a law firm instead of a liability.
Most documents generate as a PDF, auto-attached to a drafted email that lands in the requesting staff member's own Gmail drafts. They read it, fix anything, and hit send.
For automations that run on their own, there is a second layer: approve, reject, or retry buttons on your phone. You clear the work with one tap before it goes anywhere.
Next step
Show us one document bottleneck.
The demo shows how a managed agent would read context, prepare the draft, and hold the action for review.