01
Read first
We connect with visibility-only access across the systems you already run — case management, email, documents, billing — and prove the brain can answer real cross-system questions before it writes anything.
How it works
Read first. One job. You approve.
The offer is the Managed Firm Brain: a custom implementation for that firm, not a product you buy. We connect the systems you already run, prove the brain can read them, then turn one bottleneck into a supervised first build. Drafts sit for approval. Nothing is sent, filed, or published until someone on staff releases it. Pressure-tested inside Conduit Law — 2.5h→10m case launch, 1,000+ cases, 47→1 click.
Prefer to email first? hello@firmops.io · Send a note
The model
Read first. Prove one job. Automate only with approval.
02
One job
We turn one recurring bottleneck into a supervised first build with owners, guardrails, and approval checkpoints. Expansion waits until that first job earns trust.
03
Humans approve
Drafts land for review. Nothing is sent, filed, or published until a person on staff releases it. People keep the phones. The brain runs work behind them.
The split
You bring the bottleneck. We build and run the first job.
What you do
- Bring one bottleneck the firm already repeats — a follow-up, a draft, a records chase, a dormant-file check.
- Stay the approver. A person on staff releases every send, file, or publish.
- Keep the phones human. Live client calls stay with people.
What we do
- Connect read-first across the stack you already own: case, email, documents, billing.
- Build the first job around that bottleneck, with owners and approval checkpoints.
- Monitor it. The brain is managed. You do not have to run AI as a side job.
The stack
Case, email, docs, and billing go in. Drafts sit until a person releases them.
The brain does not replace the stack. It reads across it. Work leaves the firm only when someone on staff says so.
CaseEmailDocsBilling
Firm brain
Drafts sit for approval
Nothing leaves until a person releases it.
A first build
One recurring ops job the team already repeats.
The first build is the thing the team already repeats: frequent, specific, easy to inspect. These are the ops examples we walk on the demo.
Intake follow-up helper
Turns intake notes into a next-step summary, draft response, missing-info list, and owner-visible handoff.
SOP assistant
Lets staff ask how your firm handles routine tasks and get answers grounded in your internal procedures.
Client-update drafter
Prepares plain-English status updates from recent notes or activity, ready for review before anything is sent.
Dormancy and records
Flags matters with no recent activity and outstanding records work, then drafts the next follow-up for a person to release.
We also run the public site and intake when you want one operator. That work stays behind the brain. It is not a second product door.
Next step
Watch the demo. Then book the 30-minute call.
See a firm brain run one job, then bring a bottleneck from your firm to the live demo.
Prefer to email first? hello@firmops.io · Send a note