Field notes from the operating system running inside a live PI firm: intake, Clio workflows, approval-gated agents, and the path from bespoke deployments to a reusable firm OS.
Follow the practical path: live workflow builds, CRM-aware automation when the data is ready, and supervised work after approval.
Demo Context
What to watch for in the agent OS walkthrough
Live-Lab Proof
How Conduit informs the first external deployments
Fit Criteria
API-ready systems, workflow scope, and approval gates
Get operator notes on the agent OS, design-partner lessons, and practical law-firm workflow patterns.
Follow the practical path: live workflow builds, CRM-aware automation when the data is ready, and supervised work after approval.
Demo Context
What to watch for in the agent OS walkthrough
Live-Lab Proof
How Conduit informs the first external deployments
Fit Criteria
API-ready systems, workflow scope, and approval gates
Want to see the operating system instead of another article?
Demo first • PI / Clio cohort fit • Paid design-partner terms if there is mutual fit
