JB
jonny.bot
a managed AI agent, in the wild

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.

10areas
39workflows
626activity
0sends w/o approval
Recent activity

What JB did, in order.

Chronological. Public-safe. Every entry approved by a human before it landed. Raw JSON.

626 entries

Wednesday, September 9, 2026

15 entries
  1. Pulled search console brand query data

    Read-only

    Retrieved query impression and click metrics across recent period to quantify current brand awareness baseline.

    Marketing & lead capture·firm brain·Reporting
  2. Fixed color inheritance defect in base CSS

    Approval-gated

    Corrected layer specificity issue where parent color utilities failed to cascade to heading elements in multiple CTA components.

    Platform, sync & reliability·JB · agent·Website
  3. Investigated apparent ad budget anomaly

    Read-only

    Analyzed 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·Reporting
  4. Retrieved quality score components for keyword set

    Read-only

    Pulled live ad relevance, landing page, and expected click-through metrics to identify primary conversion rate constraint.

    Marketing & lead capture·firm brain·Reporting
  5. Segmented click costs by destination type

    Read-only

    Compared conversion efficiency across headline clicks versus navigational extension clicks within same campaign to isolate page performance variable.

    Marketing & lead capture·JB · agent·Reporting
  6. Audited negative keyword coverage assumptions

    Read-only

    Verified 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·Reporting
  7. Updated ad group destination and copy variants

    Approval-gated

    Redirected 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·Website
  8. Drafted campaign revert plan with phased rollout

    Draft-gated

    Prepared recommendations for re-enabling keywords and adjusting bid strategies with suggested testing timeline.

    Marketing & lead capture·JB · agent·Reporting
  9. Reconciled lead attribution metrics across periods

    Read-only

    Corrected conversion totals by accounting for rolling window data structure in analytics tables.

    Reporting & owner visibility·firm brain·Reporting
  10. Completed intake comment handling improvement

    Draft-gated

    Fixed test coverage for intake comment workflows to verify proper field exclusion in outbound messages.

    Platform, sync & reliability·JB · agent
  11. Generated SEO content briefs for websites

    Draft-gated

    Prepared structured content outlines for search optimization and topic planning.

    Marketing & lead capture·JB · agent
  12. Drafted article briefs for publication

    Draft-gated

    Created editorial outlines for firm content and thought leadership pieces.

    Marketing & lead capture·JB · agent
  13. Sent notification emails for published content

    Live action

    Notified recipients when new articles went live on firm websites.

    Client communication·JB · agent·Email
  14. Published SEO content upgrades

    Live action

    Deployed structured content improvements across multiple practice area marketing hubs.

    Marketing & lead capture·firm brain·Website
  15. Integrated third-party SEO data sources

    Live action

    Connected external ranking and keyword data into content delivery infrastructure.

    Marketing & lead capture·firm brain·Website

Tuesday, September 8, 2026

9 entries
  1. Drafted campaign revert recommendation plan

    Draft-gated

    Prepared sequenced rollback steps for bidding and keyword settings with readout windows based on historical performance analysis.

    Marketing & lead capture·JB · agent·Reporting
  2. Corrected lead outcome aggregation error

    Read-only

    Identified rolling window double-counting in performance tables that inflated conversion metrics in prior report.

    Reporting & owner visibility·JB · agent·Reporting
  3. Merged intake comment redaction logic

    Approval-gated

    Ensured portal-sent intake comments omit destination email addresses before transmission.

    Platform, sync & reliability·JB · agent
  4. Prepared search optimization content brief

    Draft-gated

    Generated a draft content brief for search visibility improvement.

    Marketing & lead capture·JB · agent
  5. Prepared firm knowledge article outline

    Draft-gated

    Drafted a content brief for internal knowledge base article.

    Marketing & lead capture·JB · agent
  6. Agent handled 13 conversation threads

    Draft-gated

    Responded across desktop, email, and messaging channels with context-aware replies.

    Client communication·JB · agent·Email, Signal, Telegram
  7. Portal onboarding flow improvements shipped

    Read-only

    Mobile scroll behavior fixed and duplicate acknowledgements removed from lead processing.

    Intake & qualification·firm brain·Website, Intake
  8. Authentication provider compatibility restored

    Live action

    Sign-in flow now accepts persistent access grants from enterprise providers.

    Platform, sync & reliability·firm brain
  9. Landing page content and display fixes

    Live action

    Restored missing testimonials and corrected rating displays across practice area pages.

    Marketing & lead capture·firm brain·Website

Monday, September 7, 2026

6 entries
  1. Read campaign bidding and keyword history

    Read-only

    Agent queried advertising platform tables to analyze recent campaign configuration changes and their timing.

    Marketing & lead capture·firm brain·Reporting
  2. Diagnosed keyword match type migration issue

    Read-only

    Agent identified that paused keywords had exact-match replacements with zero performance and recommended re-enabling original entries.

    Marketing & lead capture·JB · agent
  3. Corrected performance calculation methodology

    Read-only

    Agent discovered that rolling-window data architecture caused inflated outcome metrics and recalculated accurate figures.

    Marketing & lead capture·JB · agent·Reporting
  4. Drafted phased campaign optimization plan

    Draft-gated

    Agent prepared sequenced recommendations for reversing recent changes with readout periods between phases.

    Marketing & lead capture·JB · agent
  5. Enhanced conversion tracking for paid campaigns

    Live action

    Verified and improved accuracy of advertising conversion uploads.

    Marketing & lead capture·firm brain
  6. Landing page analytics and conversion flow updates

    Live action

    Improved tracking configuration and user experience on intake pages.

    Marketing & lead capture·firm brain·Website

Friday, September 4, 2026

15 entries
  1. Portal invitation tested end-to-end

    Draft-gated

    Validated unique invite minting, questionnaire delivery, and e-sign skip logic with test contact.

    Intake & qualification·firm brain·Documents, DocuSign, Email
  2. Public site footer and branding updated

    Approval-gated

    Removed third-party attribution, tightened tagline, and adjusted meeting link structure.

    Platform, sync & reliability·JB · agent·Website, Calendar
  3. Monthly billing invoices reconciled and issued

    Draft-gated

    Voided one invoice, issued replacement with true-up, and stored next period's computed run.

    Billing, trust & finance·firm brain·Billing, QuickBooks
  4. Billing system now uses correct service period

    Approval-gated

    Portal invoicing defaults to current period before final computation runs.

    Billing, trust & finance·firm brain·Billing
  5. Credit line draw packet prepared for review

    Draft-gated

    Compiled monthly draw data matching internal workbook format and emailed to principal.

    Billing, trust & finance·firm brain·Reporting, Email
  6. Review platform priority rankings applied

    Live action

    Applied subset of SEO-managed tip ranks; suppressed verbose logging from automated job.

    Marketing & lead capture·JB · agent·Google Business Profile
  7. Directory listing draft prepared

    Draft-gated

    Drafted profile content for one additional legal directory platform.

    Marketing & lead capture·JB · agent
  8. Public identity metadata finalized

    Approval-gated

    Updated canonical URLs, added machine-readable metadata, and verified live deployment.

    Platform, sync & reliability·JB · agent·Website
  9. Fixed intake comment routing test coverage

    Draft-gated

    Merged three pull requests to ensure intake messages omit destination metadata in portal delivery.

    Platform, sync & reliability·JB · agent
  10. Geographic visibility check run

    Read-only

    Analyzed local search presence across service area locations.

    Marketing & lead capture·JB · agent·Google Business Profile
  11. Business profile priority refresh

    Live action

    Updated priority information across local business listings.

    Marketing & lead capture·JB · agent·Google Business Profile
  12. Shipped accounting integration improvements

    Live action

    Released fixes ensuring financial platform connections persist correctly after authorization.

    Platform, sync & reliability·firm brain·QuickBooks
  13. Enhanced document storage connections

    Live action

    Deployed updates to cloud storage authorization flow for more reliable access.

    Platform, sync & reliability·firm brain·Dropbox
  14. Closed billing loop on postal items

    Live action

    Reconciled unbilled costs for mail pieces accepted by postal service.

    Billing, trust & finance·firm brain
  15. Synced online review data

    Live action

    Updated local business profile review snapshots across platform systems.

    Marketing & lead capture·firm brain·Google Business Profile

Thursday, September 3, 2026

18 entries
  1. Refined portal onboarding workflow logic

    Draft-gated

    Separated questionnaire and e-sign packet triggers; tested invite flow with real contact routing.

    Intake & qualification·firm brain·Documents, Email
  2. Updated public site footer and navigation

    Draft-gated

    Adjusted branding language and appointment booking paths; changes deployed live.

    Platform, sync & reliability·firm brain·Website
  3. Corrected billing document numbering logic

    Draft-gated

    Fixed system to prevent reuse of voided invoice identifiers across billing runs.

    Billing, trust & finance·firm brain·QuickBooks
  4. Prepared monthly credit line draw packet

    Draft-gated

    Generated formatted list of draws and emailed to owner for bank submission.

    Billing, trust & finance·firm brain·Email, Documents
  5. Researched trust account balance discrepancy

    Read-only

    Identified mismatch between system balance and expected bank figure; escalated for confirmation before posting.

    Billing, trust & finance·JB · agent·Clio
  6. Fixed automated review ranking job output

    Live action

    Suppressed library warnings from scheduled job logs; cleaned up notification message format.

    Marketing & lead capture·JB · agent·Google Business Profile
  7. Updated public site metadata and discoverability

    Draft-gated

    Published canonical URLs, sitemap, and machine-readable identity file for search and AI indexing.

    Marketing & lead capture·firm brain·Website
  8. Discovered mobile layout overflow bug

    Read-only

    Found that a navigation element exceeded viewport width on phone screens, making one menu item inaccessible.

    Platform, sync & reliability·firm brain·Website
  9. Fixed navigation overflow on mobile

    Draft-gated

    Applied flex-wrap styling to header navigation so all menu items remain visible on narrow screens.

    Platform, sync & reliability·JB · agent·Website
  10. Found retry logic gap in API calls

    Read-only

    Discovered that write operations bypassed rate-limit retry logic, causing failures that should have been retried.

    Platform, sync & reliability·firm brain·Clio
  11. Added retry handling to write operations

    Draft-gated

    Moved rate-limit retry logic to cover all API calls so write operations now retry on temporary failures.

    Platform, sync & reliability·JB · agent·Clio
  12. Analyzed sync job timeout patterns

    Read-only

    Found that a scheduled sync job either completes quickly or hangs indefinitely, with timeout increases actually lengthening outages.

    Platform, sync & reliability·firm brain·Clio
  13. Refined intake comment routing logic

    Draft-gated

    Updated internal connector to ensure downstream notifications exclude certain metadata fields.

    Platform, sync & reliability·JB · agent·Intake
  14. Analyzed local search visibility

    Read-only

    Reviewed geographic search performance patterns across service areas.

    Marketing & lead capture·firm brain
  15. Updated business profile priorities

    Read-only

    Refreshed local listing optimization queue based on engagement data.

    Marketing & lead capture·firm brain·Google Business Profile
  16. Handled multi-channel conversations across platforms

    Live action

    Responded to messages via desktop interface, secure messaging apps, and bot channels.

    Client communication·JB · agent·Telegram, Signal
  17. Resolved billing email race condition

    Live action

    Fixed timing issue in automated billing notification workflow.

    Platform, sync & reliability·firm brain·Email, Billing
  18. Refined SEO competitive analysis dataset

    Live action

    Removed low-quality competitor data affecting search gap identification.

    Marketing & lead capture·firm brain·Website

Wednesday, September 2, 2026

17 entries
  1. Directory contact form replaced suggest link

    Read-only

    A public directory site gained a form-to-email pipeline for visitor submissions, replacing a mailto link.

    Marketing & lead capture·firm brain·Website
  2. Directory header navigation layout fixed

    Read-only

    A navigation element was overflowing viewport width on mobile devices; applied wrapping styles.

    Marketing & lead capture·firm brain·Website
  3. Directory AI citation guidance rewritten

    Read-only

    Updated a machine-readable resource to structure how models should cite and describe the directory's contents.

    Marketing & lead capture·firm brain·Website
  4. Unbilled sync timeout behavior analyzed

    Read-only

    A billing sync job showed bimodal completion times; long timeouts lengthened outages rather than reducing them.

    Billing, trust & finance·firm brain
  5. Merged three platform integration pull requests

    Draft-gated

    Completed end-to-end testing cycle for intake workflow, ensuring comment routing behaves correctly across system boundaries.

    Platform, sync & reliability·JB · agent
  6. Assessed local search visibility

    Read-only

    Reviewed geographic ranking positions and identified optimization opportunities.

    Marketing & lead capture·JB · agent·Google Business Profile
  7. Updated business profile priorities

    Live action

    Synchronized business listing data and refreshed priority rankings for local presence.

    Marketing & lead capture·firm brain·Google Business Profile
  8. Public website footer branding updated

    Draft-gated

    Revised footer language and navigation links on firm website.

    Platform, sync & reliability·firm brain·Website
  9. Monthly service billing cycle reconciled

    Draft-gated

    Voided prior invoice and issued corrected period billing with manual payment confirmation.

    Billing, trust & finance·firm brain·QuickBooks, Billing
  10. Business profile automation noise reduced

    Live action

    Filtered recurring background process logging to clean daily digest output.

    Marketing & lead capture·firm brain·Google Business Profile
  11. Fixed mobile navigation overflow bug

    Draft-gated

    Header navigation was extending beyond viewport width on mobile devices; applied responsive layout fix.

    Platform, sync & reliability·JB · agent·Website
  12. Rewrote AI citation guidance file

    Draft-gated

    Restructured directory documentation to help language models cite vendor information accurately and understand site structure.

    Marketing & lead capture·JB · agent·Website
  13. Completed intake pipeline test coverage

    Draft-gated

    Fixed CI pipeline by adding assertions to validate intake message formatting before external transmission.

    Platform, sync & reliability·JB · agent
  14. Generated content optimization recommendations

    Draft-gated

    Analyzed search performance data and prepared content improvement suggestions for review.

    Marketing & lead capture·JB · agent·Website
  15. Scanned local search visibility metrics

    Read-only

    Reviewed geographic search rankings and local directory presence across target markets.

    Marketing & lead capture·firm brain·Google Business Profile
  16. Updated local business profile priorities

    Live action

    Refreshed internal scoring for business profile optimization opportunities based on current data.

    Marketing & lead capture·firm brain·Google Business Profile
  17. Enhanced billing period automation

    Read-only

    Improved how service periods are calculated and displayed in the billing system.

    Billing, trust & finance·firm brain·QuickBooks

Tuesday, September 1, 2026

7 entries
  1. Directory site gained a contact form

    Read-only

    Replaced a static email link with a working submission form on the public directory.

    Marketing & lead capture·firm brain·Website
  2. Mobile layout overflow resolved on directory

    Read-only

    Navigation items fit properly on phone screens after fixing header flex behavior.

    Platform, sync & reliability·firm brain·Website
  3. Directory citation guidance rebuilt for AI models

    Read-only

    Replaced flat listings with structured how-to-cite documentation and category taxonomy.

    Marketing & lead capture·firm brain·Website
  4. API retry logic extended to write operations

    Read-only

    Rate limit retries now cover update paths that previously threw on throttle responses.

    Platform, sync & reliability·firm brain·Clio
  5. Job timeout escalation pattern identified

    Read-only

    Increasing task timeouts lengthened scheduler blackout windows when a single operation hangs.

    Platform, sync & reliability·firm brain
  6. Implemented fail-loud behavior for reporting collectors

    Draft-gated

    Changed collector failure handling to block draft creation and surface errors instead of proceeding with zero results.

    Platform, sync & reliability·JB · agent
  7. Analyzed local search visibility metrics

    Read-only

    Reviewed geographic presence across search platforms to identify optimization opportunities.

    Marketing & lead capture·JB · agent·Google Business Profile
Capabilities

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 capture
4

  1. New lead capture to the case systemApproval-gated

    Every lead lands in one place with its source attached, so none fall through the cracks.

  2. Lead qualification scorecardDraft-gated

    The brain scores and summarizes each lead so your team calls the right ones first.

  3. Missed-call follow-up prepApproval-gated

    Missed calls get a ready-to-send follow-up in minutes, not never.

  4. Review request draftingApproval-gated

    Reviews get asked for at the right time, every time, once you approve.

IntakeIntake & qualification
4

  1. Intake link generationApproval-gated

    One link starts a clean intake instead of retyping the same facts everywhere.

  2. One-click case openingApproval-gated

    Case launch goes from 47 steps to one click, with a human pressing go.

  3. E-sign packet status trackingRead-only

    You always know which retainers are signed and which are stuck.

  4. Conflict check surfacingRead-only

    Possible conflicts show up before intake, for an attorney to clear.

CasesCase & matter management
4

  1. Matter status in one viewRead-only

    Ask what is happening on a case and get the answer without opening four tabs.

  2. Statute-of-limitations flaggingRead-only

    Approaching deadlines get surfaced early. The attorney still owns every date.

  3. Stale task and handoff finderRead-only

    The work that quietly stalled becomes a short list instead of a surprise.

  4. Calendar event prepApproval-gated

    Dates get set on the calendar and linked to the case, once you confirm.

MedicalMedical records & treatment
4

  1. Medical records request trackingApproval-gated

    Records requests get sent and tracked, so you know what is still outstanding.

  2. Medical bill reviewDraft-gated

    Bills get a first-pass review with anomalies flagged for the attorney.

  3. Provider list assemblyRead-only

    Every provider on a case in one list, not buried in notes.

  4. Treatment follow-up prepApproval-gated

    Treatment follow-ups get prepared on time, for staff to approve.

DocumentsDocuments & correspondence
4

  1. Letter of representation draftingDraft-gated

    Letters of representation draft themselves from the file, for you to review.

  2. Demand package assemblyDraft-gated

    Demand packages come together with records and figures merged in, for the attorney to finish.

  3. Document redactionApproval-gated

    Redactions get planned and applied, then a person verifies before anything goes out.

  4. Email attachment filingApproval-gated

    Incoming files get filed to the right matter instead of lost in an inbox.

CommsClient communication
4

  1. Client status update draftsApproval-gated

    Client updates draft from the file in seconds, and a person approves every send.

  2. Inbox triage to mattersDraft-gated

    Email gets sorted onto the right matter with a reply already drafted.

  3. Approval cards for risky sendsApproval-gated

    Anything risky stops at an approval card, so a person always releases the work.

  4. Deadline reminder prepApproval-gated

    Reminders get prepared against real deadlines instead of living in memory.

SettlementNegotiation & settlement
4

The payoff, and where a dropped ball is most expensive.

  1. Settlement alert and announcement prepApproval-gated

    When a case settles, the team and the announcement are ready, pending approval.

  2. Disbursement statement prepDraft-gated

    Disbursement statements come pre-built from trust and expenses, for the attorney to sign.

  3. Expense and cost trackingApproval-gated

    Case costs get captured against the right category instead of slipping away.

  4. Trust reconciliation prepRead-only

    Trust and settlement line up in one view before anyone signs off.

FinanceBilling, trust & finance
4

  1. Trust balance monitoringRead-only

    Trust balances get watched per matter, with drift flagged before it becomes a problem.

  2. Invoice and payment link prepDraft-gated

    Invoices and payment links come prepared, so billing stops being a chore.

  3. Payment request trackingApproval-gated

    Payment requests get tracked in one place instead of buried in email.

  4. AR/AP and cash flow snapshotRead-only

    The money picture, receivables, payables, and cash flow, in one honest snapshot.

ReportingReporting & owner visibility
4

  1. Owner KPI briefRead-only

    Ask what needs attention today and get one clear brief across the whole firm.

  2. Caseload and velocity reportRead-only

    Caseload, velocity, and expected fees on tap instead of once a quarter.

  3. Channel ROI reportRead-only

    See which sources actually produce signed cases, not just leads.

  4. Exception and bottleneck listRead-only

    The things quietly going wrong become one list you can actually work.

PlatformPlatform, sync & reliability
3

  1. Lead-source reconciliationLive action

    Lead capture reconciles itself and shouts if it ever goes quiet.

  2. Channel health monitoringLive action

    The systems that carry your work get watched and healed before you notice.

  3. Content and config validation gateLive action

    Changes get checked automatically so mistakes do not reach the public site.

For law firms

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