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
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.
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
💡
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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