Do the task once. Sopycat writes the SOP, manual, checklist and video guide.
The copycat your office needs. Record a task on your PC and every step is named, every click pictured.
Any program on your computerYour practice software, the browser, the old system in the back office. If it is on the screen, Sopycat documents it.
Your screens stay on your PCClient names, balances and patient files are recorded and kept on your computer. The steps are written there too, with no AI.
No accounts, no loginsDownload, record, done. No workspace to build and no logins to hand out.
The PDF editor is includedFill in, sign, redact and merge the forms your procedures point to. No Acrobat bill.
The jobs only one person knows how to do
Each one becomes an SOP in the time it takes to do it once.
- Month-end close
- Running payroll
- New patient intake
- Issuing a refund
- Onboarding a new hire
- Filing an insurance claim
- Setting up a user account
- Exporting the weekly report
- Reconciling the bank feed
- Printing shipping labels
- Booking a court date
- Resetting a password
- Updating the price list
- Closing the till
- Ordering supplies
- Sending the monthly invoices
When the one person who knows is out, the work stops
Every office has a task that lives in one head. The SOP never gets written because writing it takes an afternoon. Sopycat makes writing it the easy part.
Writing it by hand An afternoon
- Open the program and start the task
- Stop to take a screenshot
- Paste it into Word
- Crop it
- Draw a box round the button
- Add an arrow
- Number the step
- Type the instruction
- Blur the customer's name
- Take the next screenshot
- Crop it again
- Line it up with the last one
- Copy the button's exact name
- Check you did not skip a click
- Repeat for every click
- Renumber after adding a step
- Make the pictures the same size
- Write a title and a summary
- Save it as a PDF
- Email it to the team
- Redo it all when the software changes
21 jobs for one procedure. Then the next procedure.
With Sopycat In minutes
- Hit Record
- Do your task
- Hit Stop
That's it. Your step-by-step manual is made.
One recording. Four ways to train people.
The SOP, the video, the checklist and the record all come from the same recording, so there is only ever one thing to keep up to date.
Recorded by Maria Lopez · 4 steps · 2 minutes
Card refunds take three to five working days to show on the customer's statement. Tell them so when you confirm.
Owner Maria Lopez · Version 3 · Review due 12 April 2027
Four ways procedures fail. One fix for all of them.
Every office hits these. Here is what each one costs, and what changes with Sopycat.
It lives in one person's head
When they are off sick or hand in their notice, everyone else guesses, or waits.
Anyone can follow along
A small window walks the next person through it, one step at a time, beside the program they are using.
Writing it takes longer than doing it
Screenshots, cropping, arrows, numbers, typing. An afternoon for a five-minute task, so it never gets done.
One run is the whole job
Do the task the normal way. Press Stop, and a minute or two later the steps, pictures, boxes and numbers are done.
The manual quietly goes stale
The software moves a button and nobody notices until someone gets stuck, or trains a new hire on the wrong screen.
Sopycat spots the drift
Compare a manual with the live screen and it flags the steps that changed. Set a review date and it reminds the owner.
Nobody can prove the training happened
The auditor asks who was trained and when. The answer is an email thread and a shrug.
Every run is on record
On the Office plan, each follow-along and each “I have read this” is logged with a name and a date, and saves as a spreadsheet.
Your screens never leave the building
A recording shows client names, balances, patient files, whatever was open. So Sopycat does its work on your computer, and your recordings go nowhere unless you choose to send them.
Never leaves your PC
- The screen recording and your voice
- Every picture and everything you type
- Your manuals, your PDFs and the whole library
- The step names and sentences, written on your PC with no AI
What goes online
- The key check: your key and an anonymous ID for the PC, every 3 days
- The update check, which you can turn off
- Downloads you start, such as speech to text
- A problem report, only if you email it to us
Built for offices that share the work
Put the library on OneDrive, Dropbox or a shared drive and the whole office works from the same SOPs. No new server, no new logins.
- When someone has a manual or PDF open, everyone else is told, so nobody overwrites anybody.
- Ask staff to confirm they have read a manual, with a due date.
- See every completion and confirmation on one page, and save it as a spreadsheet.
- Give every manual an owner and a review date.
- One key for the whole office, active on one computer for each person.
| Who | Manual | What | When |
|---|---|---|---|
| A. Karimi | Issue a refund | Completed | Today 10:42 |
| J. Park | Month-end close | Read | Today 09:15 |
| S. Adeyemi | New patient intake | Completed | Yesterday |
| M. Rossi | Issue a refund | Read | Mon |
| D. Whitfield | Onboard a new employee | Completed | Mon |
| L. Chen | Close the month | Read | Last week |
| P. Raman | Run payroll | Completed | Last week |
| O. Haddad | Issue a refund | Read | Last week |
| C. Diaz | New patient intake | Completed | 2 weeks ago |
| B. Ortiz | Close the month | Completed | 2 weeks ago |
| A. Lee | Issue a refund | Read | 2 weeks ago |
| S. Patel | Onboard a new employee | Completed | 3 weeks ago |
Everything in Sopycat
Manuals, documents and the office features, a page each.
Document any procedure in the time it takes to do it once
One recording becomes the SOP, the training video, the checklist and the record. Nothing to write, and it all stays on your own computer.
14 days free. No account, no card.