AI & Workflow Implementation
From £3,500 · Full department from £12,000
Stop doing manually what software can do automatically. We build and deploy custom automations inside your existing tools — and you see results before competitors even schedule a demo.
Your team is doing £35,000 of admin every year that should be automated
WITHOUT IMPLEMENTATION
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Client onboarding taking 3+ days
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Manual data entry across 3+ systems
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Monthly reports built from scratch
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Follow-ups missed when team is busy
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Compliance documentation assembled before inspections
AFTER IMPLEMENTATION
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Client onboarding: 3 days → 4 hours
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Zero manual data entry on automated workflows
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Reports generated and distributed automatically
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Every follow-up triggered automatically
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Compliance trail maintained continuously
BEFORE
AFTER
BEFORE
AFTER
Custom automations built for your operation
We do not install software and leave. We map your specific workflows, build the automation layer connecting your existing tools, test it against live data, and hand it over with full documentation and a 90-day warranty.
01
Client onboarding automation
New client intake, compliance checks, engagement documentation, CRM setup — all triggered automatically from a single form submission.
02
CRM & data sync
Your CRM, practice management system, accounting software, and document platform connected and synchronised. One update in one place flows everywhere.
Invoice & payment workflows
Invoice generation, payment reminders at 7/14/28 days, receipt of payment logged — all automated. Debtor days reduced 20–35% on average.
05
Compliance documentation
SRA, FCA, CQC — compliance workflows that create a continuous, timestamped audit trail rather than a manual pre-inspection exercise.
06
From Audit to Live Automation in 14 Days
01
Free
Free 30-minute workflow audit
We map your matter onboarding, reconciliation, and billing workflows. We identify the three highest-risk manual steps. You leave with a specific automation plan — with or without OpsCopilot's involvement.
03
Included
Testing, handover & training
02
10 days
Build phase inside your existing CMS
We configure the automation layer inside your CRM, practice management system, document platform, and accounting software. No new platforms. No data migration. Your team continues working normally throughout.
Fixed-price packages — no day-rate surprises
Single workflow
From £3,500
One high-impact automation. Client onboarding, reporting, billing, or compliance — your choice.
✓ Workflow audit included
✓ 14-day delivery
✓ 90-day warranty
✓ Documentation + training
Department automation
From £12,000
3–5 interconnected workflows covering an entire operational department. Full ROI delivered in year 1.
✓ Full department mapping
✓ 3–5 automations
✓ 14–21 day delivery
✓ 90-day warranty
✓ Monthly check-in for 3 months
Enterprise
Custom
Multi-department, multi-site, or complex integrations with bespoke requirements. Scoped after discovery.
✓ Dedicated project manager
✓ Custom timeline
✓ SLA included
✓ Priority support
💡
All projects start with a free 30-minute audit. If you proceed, the Paid Discovery Sprint (£1,500) is credited against your implementation fee — so the sprint costs you nothing if you go ahead.
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