For agencies, consultancies, accounting and bookkeeping firms, staffing and recruiting, legal, architecture and engineering: Customers, Tasks, Portals, Finance, Wiki, and Email, with People for the team and its time off, and an agent that drafts, chases, and files so billable people bill.
A new client means a form, an email thread, a conflict check, a folder, and an engagement letter, each done by hand. Half the engagement is asking the client for the same documents three times. Hours are reconstructed on Friday from calendars and memory. The knowledge of how the firm handled this last time lives in someone's head.
Practice-management suites are built for one profession and stop at the firm's door. Opser starts from your engagements, your templates, and your clients, with a portal on the outside and an agent on the inside that drafts, chases, and files.
Each one is a job your team does today by hand across several tools. On Opser one agent does it across the apps below and the systems you keep, and you approve.
A new client means a form, an email thread, a conflict check, a folder, and an engagement letter, each done by hand.
The agent takes the intake, searches Customers for existing relationships, drafts the proposal or engagement letter from your template, and opens the engagement in Tasks with its tasks, due dates, and a Drive folder.
New client: Rossi S.r.l., annual accounts and VAT. Set up the engagement and draft the letter.
Half the work is asking clients for the same documents three times.
The portal lists what's needed. The agent reminds clients on a schedule, files what arrives, and tells you what's still missing.
What's still missing from clients for the March filings? Send reminders.
Deliverables go out by email; approvals live in threads; deadlines live in someone's head.
Every deliverable and statutory deadline is a task with an owner and a due date, and My tasks shows each person what's due. Deliverables go to the client through the portal, and the agent chases before anything slips.
What's due next week across all engagements, and what's waiting on a client?
Billing waits for someone to reconstruct what was done. Billing narratives take longer than the work.
The agent reads what was done on each engagement's tasks and comments, drafts the invoice in Finance with a narrative per line, and sends it once you approve. Retainers run as recurring invoices, drafted every month.
Draft the March invoices for all open engagements, with narratives.
How we handled this last time lives in someone's head or a folder nobody can find.
The agent answers from your engagements, documents, and wiki pages, with a link to every source, and drafts the first version of the memo, report, or deliverable.
How did we structure the earn-out for the Ferri deal? Draft a first version for Conti.
Connected in one workspace, configured for your industry. Explore each app, then add the workflows that make it yours.
Prospects, clients, and referrers, with deals in your own stages and the notes and documents on every client.
Explore app
Engagements and matters as projects, with tasks, subtasks, due dates, comments, and files.
Explore app
A client portal: document requests with reminders, approvals on deliverables, status, and invoices.
Explore app
Invoices per engagement with narratives, retainers as recurring billing, payments, and what each client owes.
Explore app
Precedents, templates, SOPs, and past work the agent answers from, with a link to every page it used.
Explore app
Client email in one inbox, with replies and reminders drafted from the engagement.
Explore app
The team directory, reporting lines, and time off with approvals, so you know who's out before you staff an engagement.
Explore app
Time tracking, conflict checks, matter types, engagement checklists, candidate pipelines for staffing, client reporting formats, compliance registers. Describe them and they're built into your system.
Build your appStart with a request like this
Add a conflict check at intake: search clients, counterparties, and related entities across all engagements, and log the result on the new matter.
Because clients, engagements, documents, invoices, and the portal live in one system, the agent can set up the engagement from the intake, chase the documents, write the invoice narratives, and answer from the firm's own work.
Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.