Too many roles, one person
Alongside client work, you answer enquiries, find sources, create content and track tasks. Identify what consumes your time.
Build an OPC way of working: you direct, AI assists. Start by finding which parts of your service could work better.
See your results before choosing a next step · No sensitive client uploads
Match your industry to relevant questions, everyday friction and AI-assisted workflows. Keep professional judgment with you and identify repeatable work to delegate.
Document checklist & gap check
Client document collection & classification
Case summary & review tasks
Client brief to proposal outline
Client needs & research support
Policy records & renewal follow-up
Listing updates & property coordination
Candidate records & recruitment progress
Course preparation & learning follow-up
Content planning & client approvals
Drawing versions & project milestones
Appointments & non-clinical follow-up
Start by seeing what needs your judgment and what can become a repeatable collaborative workflow.
Alongside client work, you answer enquiries, find sources, create content and track tasks. Identify what consumes your time.
Needs live across messages and email. Who is waiting and what happens next often depend on your memory.
You find the same sources and rewrite similar proposals. Turn experience into knowledge, templates and checklists.
Separate your judgment from AI-assisted tasks. Test one reviewable workflow before deciding how to grow.
An OPC organizes clear supporting roles around your expertise. You own client relationships, direction and key reviews; AI helps organize and prepare everyday work.
Organize enquiries, draft responses and surface follow-ups.
Retrieve sourced information, organize records and flag gaps.
Prepare proposals, reports or content using your method for your review.
Summarize progress and organize tasks with traceable handovers.
Imagine running a solo practice and receiving a client document pack. An assistant checks missing items and prepares next steps; you review and decide. Try that handover with sample records below.
Choose a fictional client scenario and the records received, just like starting a real job. No technical knowledge needed.
Run the check to see what is present, what is missing and what needs a follow-up, organized into a clear checklist.
Review open questions, then generate a downloadable draft. You make the final judgments; the assistant prepares the groundwork.
About 2 minutes · fictional samples · rules-based simulation to explain roles; no live business connections or client contact.
Here, OPC means a way of running a business around personal expertise, supported by AI and collaborative workflows. You own direction, relationships and key judgments, while suitable assistants support repeatable preparation and follow-up.
Yes. OPC Check also serves lean professional teams. The focus is clearer responsibilities, shared knowledge and delivery workflows so people can work more effectively with AI.
Start with frequent, time-consuming work: document checks, receipt collection, case summaries, proposals, client intake, content, appointments or project progress. The assessment adapts to your industry and main friction.
The difference is connecting knowledge, roles and workflows. Each assistant needs clear inputs, outputs, permitted sources and review points, with usable handovers. Validate one workflow before extending it.
Start with one repeatable job, authorized samples, existing templates and quality standards. Then determine what tools and connections are needed. The assessment helps identify that starting point.
Keep clear ownership of client relationships, commitments and professional judgments. Important conclusions and external actions need appropriate professional review and authorization.
Results assess operational efficiency and AI readiness separately, then suggest priorities and time scenarios. They do not invent rankings or guarantee returns. No sensitive client records are needed; basic results are immediate and full PDFs require your consent.
Choose one priority workflow, record baseline time and quality, prepare sources and a checklist, and run reviewed sample trials. Use the findings to decide on AI roles, task connections and further automation through a 30/60/90-day roadmap.
Start with your business today. Find one useful task for AI to assist with.