Case Studies
Product proof for skeptical PI owners: the FirmOps agent OS connecting the stack, surfacing work, and moving repetitive workflows behind approval gates.
Why these matter now
The first design-partner cohort is not buying an advisory report. They are watching a working system, then choosing three workflows to deploy in their own PI / Clio environment: one read-suite that proves the OS can answer cross-system questions, plus two supervised-write workflows behind approvals.
Proof source
Conduit is the live lab: real intake, matter, document, and reporting workflows running through an operator-owned OS.
Safety model
Read before write. The first wow is visibility; external action only starts after approval owners and autonomy rules are clear.
Pilot frame
3–5 paid design partners, three scoped workflows, 90 days, and productization pressure after every deployment.
Conduit Law: Agent OS Intake Control Layer
The live FirmOps lab: Clio, intake, documents, phones, tasks, and reporting coordinated as one operating system before a design partner grants write authority.
Read Full Case Study →Key Results:
- ✓1,000+ cases through the lab
- ✓Measured intake workflow proof
- ✓Read-first → supervised writes
PI Workflow: Records Request Command Center
A records command-center pattern design partners can scope: the agent sees missing work, drafts the next follow-up, and escalates with source context instead of hiding work in spreadsheets.
Read Full Case Study →Key Results:
- ✓Read-only records visibility
- ✓Provider follow-up drafts
- ✓Approval-gated escalation
Legal Ops Pattern: Supervised Document Drafting
A supervised-write pattern that belongs after read-only trust: drafts, quality checks, versioning, and approvals before anything leaves the firm.
Read Full Case Study →Key Results:
- ✓Matter-context draft surface
- ✓Attorney/staff approval loop
- ✓Quality checks before send/file
Want to See the System Running Live?
Watch the FirmOps demo, then book 15 minutes to see whether your PI / Clio firm fits the capped design-partner cohort.