Your team's admin, done automatically.
OPWTools plugs straight into your practice-management system and automates the repetitive work — onboarding, letters of authority, annual reviews, document packs and compliance checks — so your people get hours back every week and nothing slips through the cracks.
…and more as we grow.
What we automate
Whether you're an advice firm, law firm, or estate & letting agency, it's the same idea: connect once to your back-office system, then switch on the automations that kill the admin — one at a time, one secure connection.
Lead & enquiry capture
Web enquiries create a record in your system automatically — a prospect for an adviser, a matter for a solicitor, an applicant for an agent — routed to the right person.
Digital onboarding forms
Fact-finds, client-care & intake forms, applicant & vendor details — completed online, written straight into the client record. No re-keying.
Documents & e-signatures
Letters of Authority, engagement letters, tenancy & sale packs — signed on the client's phone and filed into the back office automatically.
Reviews, renewals & key dates
Annual reviews, matter deadlines, tenancy renewals and compliance dates trigger reminders and booking invites — nothing slips through.
Reports & packs
Valuation packs, matter summaries, landlord & portfolio reports — pulled from live data into a branded document, filed and sent at a click.
Compliance oversight
Spot the risks before the regulator does — fees without a delivered review, missing safety certificates, approaching deadlines.
How it works
One secure integration, set up once. Then the buttons do the rest.
Connect
We securely connect to your back-office system. Your keys stay on the server, never in a browser.
Automate
Pick the tasks to automate. Each one reads and writes straight into your system — no double entry.
Get time back
Your team stops doing the manual admin and spends its time on clients instead.
See it on your own firm's workflow
Tell us a bit about your firm and we'll be in touch — a 20-minute walkthrough of the tools and how they'd plug into your back office.