The model
Stay in ChatGPT or Claude.
Boxed legal-AI apps cannot match those desktop apps. Your people already live there. Keep them there.
See how the brain connects →BOFU guide
That brain talks to Clio, Filevine, email, and files — the systems you already have. Stay in those desktop apps; boxed legal-AI apps cannot match them.
Same team can run the website, SEO, ads, portal, and onboarding. Not six vendors. Not another login. People keep the phones.
What “best” means
Frontier ChatGPT or Claude. A firm brain that talks to Clio, Filevine, email, and files. Assistant work and recurring jobs live inside that brain. Same team can run the shop around it.
The model
Boxed legal-AI apps cannot match those desktop apps. Your people already live there. Keep them there.
See how the brain connects →The stack
Clio, Filevine, SmartAdvocate, email, files. Connect them. Do not rip out the case system.
What a firm brain is →The work
Drafts, records chase, status answers, follow-up. That is what the brain does — not four products to compare.
How assistant work runs →The shop
Not six vendors. Not a second product. The people who built the brain can run the rest of the shop.
How we build and manage it →Selection criteria
Before comparing tools, decide whether the system can safely create a useful next step inside the way your firm already works.
One workflow can be proven in days or weeks, not a year-long transformation.
The system can read the context staff already uses: intake, Clio, email, documents, and tasks.
Client-facing messages, legal judgment, and record changes remain human-approved.
The output lands where staff already works instead of creating another dashboard to babysit.
The first build creates a pattern you can reuse for managed agents and firm-brain workflows.
Best first build
Missed calls or slow intake
Learn why this is the right first proof point and how it ladders into the broader FirmOps operating layer.
Dropped leads between intake systems
Learn why this is the right first proof point and how it ladders into the broader FirmOps operating layer.
CRM follow-up and case handoffs are messy
Learn why this is the right first proof point and how it ladders into the broader FirmOps operating layer.
Email creates hidden work and ownerless follow-up
Learn why this is the right first proof point and how it ladders into the broader FirmOps operating layer.
Active matters have no visible next action
Learn why this is the right first proof point and how it ladders into the broader FirmOps operating layer.
Stale records follow-up or dormant work
Learn why this is the right first proof point and how it ladders into the broader FirmOps operating layer.
Drafting packets, checklists, or summaries
Learn why this is the right first proof point and how it ladders into the broader FirmOps operating layer.
No one knows what the firm already knows
Learn why this is the right first proof point and how it ladders into the broader FirmOps operating layer.
Unclear operating bottleneck
Learn why this is the right first proof point and how it ladders into the broader FirmOps operating layer.
Build vs buy confusion
Learn why this is the right first proof point and how it ladders into the broader FirmOps operating layer.
Your CMS added AI, and you still need a layer across the rest of the stack
Learn why this is the right first proof point and how it ladders into the broader FirmOps operating layer.
Shopping legal AI software as if it were an operating layer
Learn why this is the right first proof point and how it ladders into the broader FirmOps operating layer.
Connector automation confusion
Learn why this is the right first proof point and how it ladders into the broader FirmOps operating layer.
FirmOps view
For most owner-led PI and contingency firms, intake is the cleanest first proof point. It has a clear before/after: response time, fit criteria, routing, source logging, and fewer dropped leads.
Once the firm brain proves value, the same read-first and approval-gated model can expand into managed agents for records, client updates, dormant matters, and operating dashboards.
See it live
jonny.bot shows what a FirmOps-managed AI agent actually does day by day inside a real personal-injury firm. Public-safe. Human-approved. Live evidence beats another feature checklist.
Next step
The live demo shows how FirmOps turns firm context into read-only answers and supervised next steps.