For agencies, consultancies, accounting and bookkeeping firms, staffing and recruiting, legal, architecture and engineering: Customers, Projects, Clients, Finance, Knowledge, and Inbox, with People where you place or hire, 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, runs your checks, drafts the proposal or engagement letter from your template, and opens the engagement with its tasks, deadlines, and folders.
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.
Deliverables are posted to the portal for approval; statutory and project deadlines sit on one calendar per owner; the agent chases before anything slips.
What's due next week across all engagements, and what's waiting on a client?
Hours are reconstructed on Friday from calendars and memory. Billing narratives take longer than the work.
Time is captured from the work itself. The agent drafts billing narratives and the invoice per engagement for review, and posts to your ledger.
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 notes, with permissions respected, 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.
Each app owns a business domain and comes configured for this industry. Open any of them to see the screens inside. The last card is the workflow we haven't built yet, because it's yours.
Matter types, engagement checklists, conflict checks, client reporting formats, compliance registers. Describe them and they're built into your system.
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, time, and the portal live in one system, the agent can set up the engagement from the intake, chase the documents, write the narratives, and answer from the firm's own work, with permissions respected.
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.