Professional Services Operations Software | Multi-Site Offices
Manage operations across professional services offices with software supporting compliance, health and safety, facilities management and staff accountability. OpsPal helps law firms, accountancy practices, consultancies, architects, surveyors and other professional services manage office operations, client premises work, professional standards and multi-site coordination efficiently. See what other businesses say about OpsPal
Office operations and compliance management
Professional services firms focus on client delivery, not facilities management.
OpsPal handles the operational essentials
office safety, premises compliance, facilities maintenance and regulatory requirements — allowing professional staff to concentrate on billable work.
Track office opening and closing procedures, building inspections, fire safety compliance, health and safety requirements, and facilities maintenance across single offices or national networks. Digital checklists ensure reception teams, office managers and facilities staff complete essential tasks consistently.
Maintain risk assessments for office environments
Covering DSE (display screen equipment), manual handling, lone working, client premises visits, and office-specific hazards. Update assessments when circumstances change and communicate revisions to affected staff instantly. Track which employees have reviewed risk assessments and policies, creating audit trails for compliance evidence.
For firms working at client premises
Construction consultants, surveyors, project managers, facilities consultants — track site-specific risk assessments, induction records, safety briefings and permit-to-work requirements. Ensure staff understand site safety before attending client locations.
Multi-office firms gain visibility of compliance across all locations. Compare standards between offices, identify sites needing support, and standardise best practice across your estate. Generate compliance reports for partners, managing partners or governance committees showing systematic operational management.
Professional standards and training management
Professional services staff require current qualifications
And professional body memberships, CPD (Continuing Professional Development) completion and regulatory compliance to practice. OpsPal tracks these requirements across your entire firm.
Monitor professional qualifications, practicing certificates, professional indemnity insurance, regulatory registrations and membership renewals. Automated reminders ensure nothing lapses — solicitors’ practicing certificates, accountancy body memberships, chartered status, architect registration, surveyor qualifications and sector-specific credentials.
Track CPD completion against professional body requirements.
SRA (Solicitors Regulation Authority), ICAEW, RICS, ARB and other regulators mandate annual CPD hours. Record training attendance, conferences, seminars, internal learning and self-study. Generate CPD reports proving compliance with professional standards.
Link training to operational requirements.
Money laundering awareness training for client-facing staff. Data protection training for everyone handling personal data. Health and safety training for those visiting sites. Cyber security awareness for all technology users. Track completion rates and identify training gaps across offices or departments.
For firms with trainee solicitors, trainee accountants, architectural assistants or graduate programmes, track training contracts, supervision records, assessment completion and progression requirements. Provide training managers with visibility of trainee development across the firm.
Facilities management for professional offices
Professional services offices require well-maintained premises creating the right impression for clients.
Building maintenance, cleanliness standards, meeting room preparation and facilities management must operate smoothly without disrupting client service.
Schedule and track facilities maintenance
HVAC servicing, lighting maintenance, lift inspections, electrical testing, fire safety systems, building fabric repairs and cleaning schedules. Preventative maintenance reduces disruptive breakdowns and maintains professional office presentation.
Problem reporting captures facilities issues immediately.
Staff photograph maintenance problems, cleanliness concerns or safety hazards. Facilities teams or external contractors receive notifications and resolve issues without lengthy email chains. Complete audit trails show problem resolution times and recurring issues requiring strategic attention.
For firms in managed offices, co-working spaces or serviced offices, track landlord obligations, service charge queries and facilities service levels. Ensure external facilities management providers meet agreed standards and respond to issues appropriately.
Meeting room management
And office housekeeping standards maintain client-ready environments. Digital checklists for meeting room setup, reception area presentation, kitchen cleanliness and toilet facilities ensure consistent standards across all offices. Compare quality metrics between locations to maintain brand presentation.
Multi-office coordination and governance
Professional services firms increasingly operate multi-site networks
City centre offices, regional branches, international locations. OpsPal provides operational visibility across your entire estate whilst respecting local autonomy.
Standardise core policies, procedures and compliance requirements across all offices.
Deploy health and safety policies, data protection procedures, IT security protocols and operational standards consistently. Update procedures once and roll out changes to all locations instantly.
Location-based dashboards show office managers their site-specific compliance status, outstanding maintenance and operational priorities. Partners and managing partners see firm-wide operational performance without requiring detailed involvement in facilities management.
Track premises costs, maintenance expenses and operational efficiency across locations. Identify which offices consume disproportionate resources or generate persistent operational problems. Use this intelligence for lease renewal decisions, facilities investment prioritisation or operational improvement initiatives.
For firms pursuing ISO 9001 (quality management),
ISO 27001 (information security), Cyber Essentials or other certifications, operational systems provide evidence of systematic management. Generate compliance reports for certification audits showing documented procedures, training records, incident management and continuous improvement.
Book a Call With Our Team
We’re on hand for any questions you may have. Simply book a meeting using our booking system and we will talk you through any questions.