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Running the firm

Operations Manager

Keeps the firm running — call center, automations, procedures and the reports leadership reads.

1:32 · 8 steps · narrated, with captionsShort on time? The 1:04 version

The walkthrough

The operations manager keeps the firm running: the call center, the automations, the procedures and the reports leadership reads. Here is how they do it in LitAxis.

  1. 01The firm this morning

    The day starts with the pulse: headline numbers across intake, cases and money, to catch anything unusual early.

  2. 02The call center

    The call center runs on the same system as the cases. Calls waiting, agents available and service level are shown live.

  3. 03Automations that do the work

    AI jobs fire on a stage, a date or an event, and do a piece of the file's work. Each one states what it decides on its own, and what goes to a person.

  4. 04Approvals and history

    The approvals tab holds what the jobs drafted, waiting for a person. The history is the audit trail of everything they've done.

  5. 05Write the procedure once

    Operations writes each procedure once in the knowledge base, and every AI assistant in LitAxis answers from it, citing it by name.

  6. 06Ask for a report

    Reports start with a plain-language question. The answer comes back as a table that can be pinned to a dashboard.

  7. 07Build a dashboard by describing it

    To build a dashboard, operations describes the board they want, and LitAxis assembles it from the firm's metrics.

  8. 08Run the firm by asking

    Chat answers questions and makes changes, like assigning a task, and every change is confirmed before it's applied.

One system for the phones, the automations and the numbers. That's operations in LitAxis.

In the productCall center

The short version

Operations Manager in 1:04

5 of the 8 steps: The call center, Approvals and history, Write the procedure once, Ask for a report, Run the firm by asking.

See LitAxis on your firm's kind of cases.

A working session in the product — intake to payout — on our synthetic demo firm. No slide deck.