
What an AI agent does when it's actually working for you.
JB is a FirmOps-managed AI agent running the operations of a real personal-injury law firm. Public-safe. Shape only. Human-approved.
What JB did, in order.
Chronological. Public-safe. Every entry approved by a human before it landed. Raw JSON.
Wednesday, September 9, 2026
15 entriesPulled search console brand query data
Read-onlyRetrieved query impression and click metrics across recent period to quantify current brand awareness baseline.
Marketing & lead capture·firm brain·ReportingFixed color inheritance defect in base CSS
Approval-gatedCorrected layer specificity issue where parent color utilities failed to cascade to heading elements in multiple CTA components.
Platform, sync & reliability·JB · agent·WebsiteInvestigated apparent ad budget anomaly
Read-onlyAnalyzed single-day spend pattern against daily and monthly caps, confirmed behavior was within platform tolerance and posed no overspend risk.
Marketing & lead capture·JB · agent·ReportingRetrieved quality score components for keyword set
Read-onlyPulled live ad relevance, landing page, and expected click-through metrics to identify primary conversion rate constraint.
Marketing & lead capture·firm brain·ReportingSegmented click costs by destination type
Read-onlyCompared conversion efficiency across headline clicks versus navigational extension clicks within same campaign to isolate page performance variable.
Marketing & lead capture·JB · agent·ReportingAudited negative keyword coverage assumptions
Read-onlyVerified existing block list scope across campaign and shared layers, determined proposed additions already present or would exclude valid intent traffic.
Marketing & lead capture·JB · agent·ReportingUpdated ad group destination and copy variants
Approval-gatedRedirected existing ads to alternate landing page, created two new response ads with theme-specific pinned headlines and retired near-duplicate units.
Marketing & lead capture·JB · agent·WebsiteDrafted campaign revert plan with phased rollout
Draft-gatedPrepared recommendations for re-enabling keywords and adjusting bid strategies with suggested testing timeline.
Marketing & lead capture·JB · agent·ReportingReconciled lead attribution metrics across periods
Read-onlyCorrected conversion totals by accounting for rolling window data structure in analytics tables.
Reporting & owner visibility·firm brain·ReportingCompleted intake comment handling improvement
Draft-gatedFixed test coverage for intake comment workflows to verify proper field exclusion in outbound messages.
Platform, sync & reliability·JB · agentGenerated SEO content briefs for websites
Draft-gatedPrepared structured content outlines for search optimization and topic planning.
Marketing & lead capture·JB · agentDrafted article briefs for publication
Draft-gatedCreated editorial outlines for firm content and thought leadership pieces.
Marketing & lead capture·JB · agentSent notification emails for published content
Live actionNotified recipients when new articles went live on firm websites.
Client communication·JB · agent·EmailPublished SEO content upgrades
Live actionDeployed structured content improvements across multiple practice area marketing hubs.
Marketing & lead capture·firm brain·WebsiteIntegrated third-party SEO data sources
Live actionConnected external ranking and keyword data into content delivery infrastructure.
Marketing & lead capture·firm brain·Website
Tuesday, September 8, 2026
9 entriesDrafted campaign revert recommendation plan
Draft-gatedPrepared sequenced rollback steps for bidding and keyword settings with readout windows based on historical performance analysis.
Marketing & lead capture·JB · agent·ReportingCorrected lead outcome aggregation error
Read-onlyIdentified rolling window double-counting in performance tables that inflated conversion metrics in prior report.
Reporting & owner visibility·JB · agent·ReportingMerged intake comment redaction logic
Approval-gatedEnsured portal-sent intake comments omit destination email addresses before transmission.
Platform, sync & reliability·JB · agentPrepared search optimization content brief
Draft-gatedGenerated a draft content brief for search visibility improvement.
Marketing & lead capture·JB · agentPrepared firm knowledge article outline
Draft-gatedDrafted a content brief for internal knowledge base article.
Marketing & lead capture·JB · agentAgent handled 13 conversation threads
Draft-gatedResponded across desktop, email, and messaging channels with context-aware replies.
Client communication·JB · agent·Email, Signal, TelegramPortal onboarding flow improvements shipped
Read-onlyMobile scroll behavior fixed and duplicate acknowledgements removed from lead processing.
Intake & qualification·firm brain·Website, IntakeAuthentication provider compatibility restored
Live actionSign-in flow now accepts persistent access grants from enterprise providers.
Platform, sync & reliability·firm brainLanding page content and display fixes
Live actionRestored missing testimonials and corrected rating displays across practice area pages.
Marketing & lead capture·firm brain·Website
Monday, September 7, 2026
6 entriesRead campaign bidding and keyword history
Read-onlyAgent queried advertising platform tables to analyze recent campaign configuration changes and their timing.
Marketing & lead capture·firm brain·ReportingDiagnosed keyword match type migration issue
Read-onlyAgent identified that paused keywords had exact-match replacements with zero performance and recommended re-enabling original entries.
Marketing & lead capture·JB · agentCorrected performance calculation methodology
Read-onlyAgent discovered that rolling-window data architecture caused inflated outcome metrics and recalculated accurate figures.
Marketing & lead capture·JB · agent·ReportingDrafted phased campaign optimization plan
Draft-gatedAgent prepared sequenced recommendations for reversing recent changes with readout periods between phases.
Marketing & lead capture·JB · agentEnhanced conversion tracking for paid campaigns
Live actionVerified and improved accuracy of advertising conversion uploads.
Marketing & lead capture·firm brainLanding page analytics and conversion flow updates
Live actionImproved tracking configuration and user experience on intake pages.
Marketing & lead capture·firm brain·Website
Friday, September 4, 2026
15 entriesPortal invitation tested end-to-end
Draft-gatedValidated unique invite minting, questionnaire delivery, and e-sign skip logic with test contact.
Intake & qualification·firm brain·Documents, DocuSign, EmailPublic site footer and branding updated
Approval-gatedRemoved third-party attribution, tightened tagline, and adjusted meeting link structure.
Platform, sync & reliability·JB · agent·Website, CalendarMonthly billing invoices reconciled and issued
Draft-gatedVoided one invoice, issued replacement with true-up, and stored next period's computed run.
Billing, trust & finance·firm brain·Billing, QuickBooksBilling system now uses correct service period
Approval-gatedPortal invoicing defaults to current period before final computation runs.
Billing, trust & finance·firm brain·BillingCredit line draw packet prepared for review
Draft-gatedCompiled monthly draw data matching internal workbook format and emailed to principal.
Billing, trust & finance·firm brain·Reporting, EmailReview platform priority rankings applied
Live actionApplied subset of SEO-managed tip ranks; suppressed verbose logging from automated job.
Marketing & lead capture·JB · agent·Google Business ProfileDirectory listing draft prepared
Draft-gatedDrafted profile content for one additional legal directory platform.
Marketing & lead capture·JB · agentPublic identity metadata finalized
Approval-gatedUpdated canonical URLs, added machine-readable metadata, and verified live deployment.
Platform, sync & reliability·JB · agent·WebsiteFixed intake comment routing test coverage
Draft-gatedMerged three pull requests to ensure intake messages omit destination metadata in portal delivery.
Platform, sync & reliability·JB · agentGeographic visibility check run
Read-onlyAnalyzed local search presence across service area locations.
Marketing & lead capture·JB · agent·Google Business ProfileBusiness profile priority refresh
Live actionUpdated priority information across local business listings.
Marketing & lead capture·JB · agent·Google Business ProfileShipped accounting integration improvements
Live actionReleased fixes ensuring financial platform connections persist correctly after authorization.
Platform, sync & reliability·firm brain·QuickBooksEnhanced document storage connections
Live actionDeployed updates to cloud storage authorization flow for more reliable access.
Platform, sync & reliability·firm brain·DropboxClosed billing loop on postal items
Live actionReconciled unbilled costs for mail pieces accepted by postal service.
Billing, trust & finance·firm brainSynced online review data
Live actionUpdated local business profile review snapshots across platform systems.
Marketing & lead capture·firm brain·Google Business Profile
Thursday, September 3, 2026
18 entriesRefined portal onboarding workflow logic
Draft-gatedSeparated questionnaire and e-sign packet triggers; tested invite flow with real contact routing.
Intake & qualification·firm brain·Documents, EmailUpdated public site footer and navigation
Draft-gatedAdjusted branding language and appointment booking paths; changes deployed live.
Platform, sync & reliability·firm brain·WebsiteCorrected billing document numbering logic
Draft-gatedFixed system to prevent reuse of voided invoice identifiers across billing runs.
Billing, trust & finance·firm brain·QuickBooksPrepared monthly credit line draw packet
Draft-gatedGenerated formatted list of draws and emailed to owner for bank submission.
Billing, trust & finance·firm brain·Email, DocumentsResearched trust account balance discrepancy
Read-onlyIdentified mismatch between system balance and expected bank figure; escalated for confirmation before posting.
Billing, trust & finance·JB · agent·ClioFixed automated review ranking job output
Live actionSuppressed library warnings from scheduled job logs; cleaned up notification message format.
Marketing & lead capture·JB · agent·Google Business ProfileUpdated public site metadata and discoverability
Draft-gatedPublished canonical URLs, sitemap, and machine-readable identity file for search and AI indexing.
Marketing & lead capture·firm brain·WebsiteDiscovered mobile layout overflow bug
Read-onlyFound that a navigation element exceeded viewport width on phone screens, making one menu item inaccessible.
Platform, sync & reliability·firm brain·WebsiteFixed navigation overflow on mobile
Draft-gatedApplied flex-wrap styling to header navigation so all menu items remain visible on narrow screens.
Platform, sync & reliability·JB · agent·WebsiteFound retry logic gap in API calls
Read-onlyDiscovered that write operations bypassed rate-limit retry logic, causing failures that should have been retried.
Platform, sync & reliability·firm brain·ClioAdded retry handling to write operations
Draft-gatedMoved rate-limit retry logic to cover all API calls so write operations now retry on temporary failures.
Platform, sync & reliability·JB · agent·ClioAnalyzed sync job timeout patterns
Read-onlyFound that a scheduled sync job either completes quickly or hangs indefinitely, with timeout increases actually lengthening outages.
Platform, sync & reliability·firm brain·ClioRefined intake comment routing logic
Draft-gatedUpdated internal connector to ensure downstream notifications exclude certain metadata fields.
Platform, sync & reliability·JB · agent·IntakeAnalyzed local search visibility
Read-onlyReviewed geographic search performance patterns across service areas.
Marketing & lead capture·firm brainUpdated business profile priorities
Read-onlyRefreshed local listing optimization queue based on engagement data.
Marketing & lead capture·firm brain·Google Business ProfileHandled multi-channel conversations across platforms
Live actionResponded to messages via desktop interface, secure messaging apps, and bot channels.
Client communication·JB · agent·Telegram, SignalResolved billing email race condition
Live actionFixed timing issue in automated billing notification workflow.
Platform, sync & reliability·firm brain·Email, BillingRefined SEO competitive analysis dataset
Live actionRemoved low-quality competitor data affecting search gap identification.
Marketing & lead capture·firm brain·Website
Wednesday, September 2, 2026
17 entriesDirectory contact form replaced suggest link
Read-onlyA public directory site gained a form-to-email pipeline for visitor submissions, replacing a mailto link.
Marketing & lead capture·firm brain·WebsiteDirectory header navigation layout fixed
Read-onlyA navigation element was overflowing viewport width on mobile devices; applied wrapping styles.
Marketing & lead capture·firm brain·WebsiteDirectory AI citation guidance rewritten
Read-onlyUpdated a machine-readable resource to structure how models should cite and describe the directory's contents.
Marketing & lead capture·firm brain·WebsiteUnbilled sync timeout behavior analyzed
Read-onlyA billing sync job showed bimodal completion times; long timeouts lengthened outages rather than reducing them.
Billing, trust & finance·firm brainMerged three platform integration pull requests
Draft-gatedCompleted end-to-end testing cycle for intake workflow, ensuring comment routing behaves correctly across system boundaries.
Platform, sync & reliability·JB · agentAssessed local search visibility
Read-onlyReviewed geographic ranking positions and identified optimization opportunities.
Marketing & lead capture·JB · agent·Google Business ProfileUpdated business profile priorities
Live actionSynchronized business listing data and refreshed priority rankings for local presence.
Marketing & lead capture·firm brain·Google Business ProfilePublic website footer branding updated
Draft-gatedRevised footer language and navigation links on firm website.
Platform, sync & reliability·firm brain·WebsiteMonthly service billing cycle reconciled
Draft-gatedVoided prior invoice and issued corrected period billing with manual payment confirmation.
Billing, trust & finance·firm brain·QuickBooks, BillingBusiness profile automation noise reduced
Live actionFiltered recurring background process logging to clean daily digest output.
Marketing & lead capture·firm brain·Google Business ProfileFixed mobile navigation overflow bug
Draft-gatedHeader navigation was extending beyond viewport width on mobile devices; applied responsive layout fix.
Platform, sync & reliability·JB · agent·WebsiteRewrote AI citation guidance file
Draft-gatedRestructured directory documentation to help language models cite vendor information accurately and understand site structure.
Marketing & lead capture·JB · agent·WebsiteCompleted intake pipeline test coverage
Draft-gatedFixed CI pipeline by adding assertions to validate intake message formatting before external transmission.
Platform, sync & reliability·JB · agentGenerated content optimization recommendations
Draft-gatedAnalyzed search performance data and prepared content improvement suggestions for review.
Marketing & lead capture·JB · agent·WebsiteScanned local search visibility metrics
Read-onlyReviewed geographic search rankings and local directory presence across target markets.
Marketing & lead capture·firm brain·Google Business ProfileUpdated local business profile priorities
Live actionRefreshed internal scoring for business profile optimization opportunities based on current data.
Marketing & lead capture·firm brain·Google Business ProfileEnhanced billing period automation
Read-onlyImproved how service periods are calculated and displayed in the billing system.
Billing, trust & finance·firm brain·QuickBooks
Tuesday, September 1, 2026
7 entriesDirectory site gained a contact form
Read-onlyReplaced a static email link with a working submission form on the public directory.
Marketing & lead capture·firm brain·WebsiteMobile layout overflow resolved on directory
Read-onlyNavigation items fit properly on phone screens after fixing header flex behavior.
Platform, sync & reliability·firm brain·WebsiteDirectory citation guidance rebuilt for AI models
Read-onlyReplaced flat listings with structured how-to-cite documentation and category taxonomy.
Marketing & lead capture·firm brain·WebsiteAPI retry logic extended to write operations
Read-onlyRate limit retries now cover update paths that previously threw on throttle responses.
Platform, sync & reliability·firm brain·ClioJob timeout escalation pattern identified
Read-onlyIncreasing task timeouts lengthened scheduler blackout windows when a single operation hangs.
Platform, sync & reliability·firm brainImplemented fail-loud behavior for reporting collectors
Draft-gatedChanged collector failure handling to block draft creation and surface errors instead of proceeding with zero results.
Platform, sync & reliability·JB · agentAnalyzed local search visibility metrics
Read-onlyReviewed geographic presence across search platforms to identify optimization opportunities.
Marketing & lead capture·JB · agent·Google Business Profile
What the firm brain can run.
A featured slice from FirmOps' catalog of 250+ mapped law-firm workflows, organized by operating area. Live entries above are these capabilities firing on real days.
MarketingMarketing & lead capture4
- New lead capture to the case systemApproval-gated
Every lead lands in one place with its source attached, so none fall through the cracks.
- Lead qualification scorecardDraft-gated
The brain scores and summarizes each lead so your team calls the right ones first.
- Missed-call follow-up prepApproval-gated
Missed calls get a ready-to-send follow-up in minutes, not never.
- Review request draftingApproval-gated
Reviews get asked for at the right time, every time, once you approve.
IntakeIntake & qualification4
- Intake link generationApproval-gated
One link starts a clean intake instead of retyping the same facts everywhere.
- One-click case openingApproval-gated
Case launch goes from 47 steps to one click, with a human pressing go.
- E-sign packet status trackingRead-only
You always know which retainers are signed and which are stuck.
- Conflict check surfacingRead-only
Possible conflicts show up before intake, for an attorney to clear.
CasesCase & matter management4
- Matter status in one viewRead-only
Ask what is happening on a case and get the answer without opening four tabs.
- Statute-of-limitations flaggingRead-only
Approaching deadlines get surfaced early. The attorney still owns every date.
- Stale task and handoff finderRead-only
The work that quietly stalled becomes a short list instead of a surprise.
- Calendar event prepApproval-gated
Dates get set on the calendar and linked to the case, once you confirm.
MedicalMedical records & treatment4
- Medical records request trackingApproval-gated
Records requests get sent and tracked, so you know what is still outstanding.
- Medical bill reviewDraft-gated
Bills get a first-pass review with anomalies flagged for the attorney.
- Provider list assemblyRead-only
Every provider on a case in one list, not buried in notes.
- Treatment follow-up prepApproval-gated
Treatment follow-ups get prepared on time, for staff to approve.
DocumentsDocuments & correspondence4
- Letter of representation draftingDraft-gated
Letters of representation draft themselves from the file, for you to review.
- Demand package assemblyDraft-gated
Demand packages come together with records and figures merged in, for the attorney to finish.
- Document redactionApproval-gated
Redactions get planned and applied, then a person verifies before anything goes out.
- Email attachment filingApproval-gated
Incoming files get filed to the right matter instead of lost in an inbox.
CommsClient communication4
- Client status update draftsApproval-gated
Client updates draft from the file in seconds, and a person approves every send.
- Inbox triage to mattersDraft-gated
Email gets sorted onto the right matter with a reply already drafted.
- Approval cards for risky sendsApproval-gated
Anything risky stops at an approval card, so a person always releases the work.
- Deadline reminder prepApproval-gated
Reminders get prepared against real deadlines instead of living in memory.
SettlementNegotiation & settlement4
The payoff, and where a dropped ball is most expensive.
- Settlement alert and announcement prepApproval-gated
When a case settles, the team and the announcement are ready, pending approval.
- Disbursement statement prepDraft-gated
Disbursement statements come pre-built from trust and expenses, for the attorney to sign.
- Expense and cost trackingApproval-gated
Case costs get captured against the right category instead of slipping away.
- Trust reconciliation prepRead-only
Trust and settlement line up in one view before anyone signs off.
FinanceBilling, trust & finance4
- Trust balance monitoringRead-only
Trust balances get watched per matter, with drift flagged before it becomes a problem.
- Invoice and payment link prepDraft-gated
Invoices and payment links come prepared, so billing stops being a chore.
- Payment request trackingApproval-gated
Payment requests get tracked in one place instead of buried in email.
- AR/AP and cash flow snapshotRead-only
The money picture, receivables, payables, and cash flow, in one honest snapshot.
ReportingReporting & owner visibility4
- Owner KPI briefRead-only
Ask what needs attention today and get one clear brief across the whole firm.
- Caseload and velocity reportRead-only
Caseload, velocity, and expected fees on tap instead of once a quarter.
- Channel ROI reportRead-only
See which sources actually produce signed cases, not just leads.
- Exception and bottleneck listRead-only
The things quietly going wrong become one list you can actually work.
PlatformPlatform, sync & reliability3
- Lead-source reconciliationLive action
Lead capture reconciles itself and shouts if it ever goes quiet.
- Channel health monitoringLive action
The systems that carry your work get watched and healed before you notice.
- Content and config validation gateLive action
Changes get checked automatically so mistakes do not reach the public site.
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