Opteris AI, deployed and customized for a practice of one. The back office a firm would have, without the headcount a firm would need.
You bill for judgment. You spend your week on everything else. Every admin hour is a billable hour you did not work, and the usual fix makes it worse: hiring help means managing help.
Every call filed against the client: decisions, commitments, and open items, searchable later.
Drafted from the conversation while it is fresh, in your voice, held for your review.
Overdue invoices flagged, reminders drafted and held for your approval. You never chase money yourself.
Walk into every call knowing what was said last time, what was promised, and what is open.
Prospects and past clients touched on schedule, so the pipeline does not go quiet while you deliver.
Engagements, pipeline, and outstanding invoices in one note before the week starts.
The practice summary is waiting: three engagements on track, one proposal aging, two invoices out.
Five minutes before the client call, the brief is on your phone: last call's commitments, two still open.
The follow-up from the morning call is drafted and waiting. You edit one line and approve it.
The afternoon went to billable work. The notes are filed, the pipeline was touched, and nothing is waiting on tonight.
Every client, every engagement, every decision stays in the record, filed against the relationship rather than lost in a notes app. Ask from your phone and it answers from the record. Your second brain does not resign, and it does not forget.
How the memory layer works →Client confidentiality is your practice's currency. The system runs on hardware you own, on a private network, reachable only by your permissioned devices, with data isolated at the database level. Nothing a client tells you sits on a shared vendor cloud. And nothing is sent without your approval: workflows are Never, Proposed, or Automatic, and autonomy is earned over time, not switched on at setup.
Security and trust tiers →The recurring work gets carried without hiring, onboarding, or managing anyone. Your margin stays yours.
Follow-ups on time, proposals out fast, nothing dropped between engagements. Clients experience a firm. You stay a team of one.
Deployed, customized, and managed under an ongoing retainer. When something breaks, we know before you do.
The entry assessment. We map where your week actually goes and what a system could carry. Credits toward implementation within thirty days.
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