Industries

Professional Services

Legacy systems remediated, controls evidenced and AI that is ready for audit.

Overview

Professional services firms sell judgement, and they are held to account for it. Clients, regulators and insurers expect every engagement to be traceable, every control to be evidenced and client data to be handled correctly. The systems underneath rarely keep up. Practice, billing and document platforms have grown over many years, and the evidence that controls work is still gathered by hand.

Opsian starts from the audit and works back. Legacy systems are remediated in place or modernised in stages, controls and evidence capture are built into the workflow, and observability shows what each system and model is doing. Any AI that follows arrives with access control, an evaluation harness and a record of every output, so it is ready for its first audit before it goes live.

What we solve

Legacy systems nobody wants to touch

Practice management, billing and document systems carry years of customisation, so every change is a risk and the data inside is hard to reach.

Controls proven by hand

Access reviews, approvals and change controls are evidenced with screenshots and spreadsheets collected in the weeks before an audit.

AI that fails its first audit

Teams trial AI tools on client work without logging, evaluation or access control, and cannot show a client or regulator what the model did.

Client data spread across engagements

The same client appears in billing, documents, email and engagement files under different names, which slows conflict checks and weakens data controls.

Products and services

Customer relationship management

Opsian CRM

A self-hosted CRM for operating businesses, with custom objects for properties and partners, deal pipelines, email and calendar sync, workflows and role-based access.

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Enterprise automation

AI Agents

AI agents for calls, guest messages, complaints, reviews and follow-ups that act through scoped, rate-limited and logged tools, inside limits the operator sets.

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Audit

Auditing

A structured examination of the operation, its data, security and systems, delivered as a document you own and are free to take to another builder.

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Integration

Automation and Integration

PMS, ERP and CRM integration, APIs and middleware, process automation and legacy modernisation, so work moves between systems without being typed in twice.

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Engineering

Software Development

Web platforms, mobile apps, internal tools and product design, built in house and handed over with tests, deployment pipelines and documentation.

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AI engineering

Large Language Models

Private language models grounded in company documents and systems, with fine-tuning, evaluation and guardrails, deployed where your data is allowed to live.

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Operations

Managed AI Operations

Monitoring, on-call support, model evaluation, drift detection, updates and patching for AI systems in production, under a service level agreement.

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Security

Cyber Security

Security assessments, identity and access control, monitoring and incident response for the systems that hold identities, payments and operational data.

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Compliance

PDPA Compliance

Readiness for Thailand's Personal Data Protection Act, with data mapping, consent and retention controls, DPO support and audit trails that make compliance provable.

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Advisory

Consulting

Strategy, architecture and governance advice for leadership teams, starting with an audit delivered as a document you own and are free to take elsewhere.

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Outcomes

  • Legacy systems modernised without stopping client work
  • Controls evidenced continuously, not collected before each audit
  • AI outputs traceable to their data, model and reviewer
  • One client record across billing, documents and engagements
Talk to us about Professional Services