Private AI · Real Business Impact

AI Systems for
Modern Teams

Opta Solutions designs AI knowledge systems, workflow automations, and executive copilots for firms that want faster decisions, cleaner operations, and less manual work.

10+
hrs saved per week
100%
Private AI
~2wk
Fast setup
AI Knowledge Assistant
Opta AI Knowledge Assistant
"What's our process for onboarding a new enterprise client?"
Enterprise Onboarding — 4 Steps 1. Signed MSA + SOW → legal review (2 days)
2. Kickoff call → assign dedicated account lead
3. Technical setup → systems access provisioned
4. Go-live sign-off → success team handover

Source: Client Onboarding SOP v3.1 · Section 2

"Where can I find our data retention policy?"
Your Data Retention Policy is in the Compliance Handbook (Section 7.4). Key points: client data retained for 7 years, employee records for 5 years, project files archived after 2 years.

Source: Compliance Handbook 2025 · Page 43
Private AI Internal Data Only Instant Answers Source Citations

Four Ways Opta Creates Immediate Value

Productised AI services designed to help firms start quickly — without a long, expensive build cycle.

01

AI Knowledge & Chat Assistants

Private AI chatbots trained on your company documents — instant, accurate answers from your own internal knowledge.

  • Internal company assistant
  • Policy and procedure chatbot
  • Customer support chatbot
  • Knowledge base assistant
Book a call →
02

AI Workflow Automation

Automate the repetitive processes that drain your team's time — from document handling to reporting and data extraction.

  • Document summarisation
  • Reporting automation
  • Data extraction
  • Email & CRM automation
Book a call →
03

Executive AI Copilot

A private AI assistant for leadership teams who need faster writing, sharper summaries, and better decision support.

  • Board memo drafting
  • Report summaries
  • Research assistant
  • Strategy notes
Book a call →
04

Bespoke AI Solutions

Not every business fits a template. We scope and build custom AI systems around your specific workflows and objectives.

  • Custom AI integrations
  • Multi-step agent workflows
  • API and system connections
  • Tailored to your tech stack
Book a call →

See What's Possible for Your Team

Real-world AI applications that help teams work faster, communicate clearly, and reduce manual effort from day one.

💬

Internal AI Knowledge Assistant

Ask your company's policies, procedures, and documentation questions instantly. No more searching through folders or waiting for a colleague.

Knowledge & Chat
📋

AI Client Intake Assistant

Qualify leads and collect project requirements automatically. Clients answer structured questions via chat — your team receives a clean, actionable summary.

Automation
📊

AI Reporting Automation

Convert raw documents, data exports, and meeting notes into polished executive summaries in seconds. Consistent format, every time.

Automation
⚖️

Compliance Policy Assistant

Instantly surface the right procedure, escalation path, or regulatory requirement from your internal compliance library. Built for regulated teams.

Knowledge & Chat
✍️

Executive Communications Copilot

Draft board updates, investor memos, and strategy documents in your firm's tone and style. Your thinking, expressed faster and more clearly.

Executive Copilot
📥

Email & CRM Automation

Automatically classify, summarise, and route inbound emails. Update CRM records without manual data entry. Save hours every week.

Automation

Ideal for Professional Firms and Lean Teams

If your business spends too much time searching for information, rewriting documents, or manually processing reports — Opta Solutions creates leverage.

"AI done right doesn't just save time — it drives measurable cost savings, sharper decisions, and real competitive advantage for the firms that embrace it."
— Opta Solutions

A Simple, High-Trust Delivery Model

From first call to full deployment — a clear process designed around your business, not a template.

01
Discovery

We identify where time is being lost and where AI can produce the fastest wins for your team.

02
Design

We map the right AI assistant or automation workflow for your business, documents, and processes.

03
Deployment

We build, test, and implement the solution with a clean, intuitive experience your team will actually use.

04
Enablement

Your team is trained to use the system confidently, with documentation and follow-up support included.

Clear Commercial Outcomes, Not AI Hype

Speed over complexity

Productised services mean real results in weeks, not months. No endless scoping cycles or six-figure retainers.

🔒

Private by design

Your data never trains public models. Every system is built for your business and stays within it — critical for regulated industries.

🎯

Measurable ROI

We focus on one thing: systems that make your team faster, sharper, and less reliant on manual work — with outcomes you can measure.

Ready to Start?

Let's Find One Workflow AI Can Improve This Month

Book a free 30-minute discovery call below. We'll identify exactly where AI can save your team time — no commitment required.

hello@opta-solutions.com

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Pick a Time That Works for You

30 minutes. No pitch. Just a focused conversation about where AI can save your team time.

Book a Free Discovery Call

Free · 30 minutes · No commitment