Partners · MSOs

Deploy repeatable workflows across every firm.

Mimos gives multi-firm operators reusable workflows across Find, Sign, and Develop while preserving firm-specific policies, permissions, and professional judgment.

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Portfolio operations
Ready

Portfolio operations

Five firm workspaces

Shared policyAfter-hours intake v3
Rollout4 of 5 firms active
BoundaryMatter access stays with each firm
View rollout

How it works

Standardize the work without flattening every firm.

Portfolio operators need consistent measurement and operating leverage, but every firm still has its own market, playbook, systems, and legal responsibilities. Mimos standardizes the operational layer while keeping those boundaries explicit.

01

Connect each firm’s existing systems.

Integrate ads, phones, intake, email, and case tools without requiring a single monolithic migration.

02

Reuse workflows where they fit.

Apply shared completion standards while allowing firm-specific qualification, communication, and approval rules.

03

Separate firm work from portfolio insight.

Keep matter access at the firm while giving operators aggregated visibility into growth and operational performance.

What your team gets

Finished work, ready to use.

Firm workspaces

Give each firm its own context, policies, integrations, users, and workflow permissions.

Portfolio control plane

Compare operational performance and rollout progress without exposing unnecessary matter detail.

Post-acquisition integration

Connect a newly added firm’s front-door systems and playbooks through a repeatable deployment model.

Reusable agents

Configure repeatable workflows on a common platform instead of rebuilding every deployment from zero.

Works with

Firm workspaces · Portfolio reporting · Ads · Phones · CRM · Case systems

See it in your operation

See how Mimos supports every firm in your portfolio.

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