From first call to signed letter,
in one place.
Every call, form and email lands in one inbox. Otto takes the minimum, books the consult and drafts the engagement letter. A lawyer reviews it before it goes anywhere.
Hartwell Law on a Wednesday morning: what Otto handled overnight, and what needs a yes.
Good morning, June.
Since 11:00 PM, Otto handled 8 things. 3 need your yes
- TQuestionnaire in
The Whitakers Sent the web form about an estate plan for a couple. Otto sent your estate planning questionnaire. Finished at 11:40.
- BViewed
Bright Path Tutoring Viewed the agreement for the new company setup.
- 4 documents
Raj Mehta Uploaded four documents for Thursday's 11:00 consult.
- Today 3:00
Ivy Dunn Video consult today at 3:00. Link and reminder sent.
- Call back today
Kay Ferris Referred, about a business sale. Otto took only her name, the business name and a good time to call. No details of the matter.
- CNotes only
Corner Books Called about a lease review. Otto wrote down who called, the lease date and a callback number, and nothing else.
- OReminder ready
Olive and Ash Monday's trademark agreement is still unsigned. A reminder is written.
- PNot opened
Peak Fitness Tuesday's employment contract has not been opened yet.
Otto drafted the engagement letter from your template. Read it, then send it for signing.
Kay FerrisReferralAdd a call with Kay to your afternoon? She asked for after 2:00.
Send Gus Olive a short reminder to sign?
Corner Books is waiting on a lawyer to decide who calls back.
- Call Kay Ferris, if you say yes
- Ivy Dunn, video consult
- Raj Mehta, consult, documents in
Sample business and sample data. Not a customer. This owner has let Otto handle some things alone. By default he asks first.
Four jobs off your desk.
None of them legal work.
Otto answers, books, asks for documents and drafts from your templates. Every word of advice, and every letter that goes out, stays with a lawyer.
The phone rings during a hearing
Every call answered. No advice given.
Otto picks up, says he is an AI assistant, takes only the minimum and books the consult on your calendar. Anyone who wants a person is passed to one, or gets a callback.
Intake notes on paper, documents by email
Intake by matter type.
Each practice area gets its own intake form. Documents are uploaded before the consult, and calls and video consults land on your calendar with the file ready.
Letters that sit unsigned for a week
Engagement letter signed on a phone.
Otto drafts the letter from your template and the intake. A lawyer reads it and sends it. The client signs online, and a reminder goes out if it sits, with your OK.
Invoices go out late and get paid later
Invoices and reminders.
Invoices for fees and costs go out with a card or bank link. When one runs late, Otto writes a polite reminder and waits for your OK. Trust accounting stays in the trust account tool you use today.
No retainer links. Advance fees and trust money stay in your trust account setup.
Sample business and sample data. Not a customer.
Your firm, set up
on day one.
Your intake pipeline, forms by practice area, consult types and Otto's phone lines come set up for a small firm. Prospects are told not to share details until a lawyer speaks to them. You change any of it.
Your pipeline
Forms
- Intake by practice area5 areas
- Document upload
- Engagement letterYour template
- Consult questionnaire
- Client feedback
Booking types
- Initial consult30 min
- Video consult45 min
- Document signing30 min
- Follow-up call15 min
- Urgent callbackYour rules
What Otto never does in your firm.
Law is the most careful trade we serve. These lines are fixed, and a lawyer approves everything that matters.
He never gives legal advice. He books consults and answers questions about the firm, not the law.
He takes only the minimum. From a prospect: name, a callback time and the kind of matter. Nothing more until a lawyer speaks to them.
A lawyer sends every letter. Otto drafts from your template. Nothing goes to a client until a lawyer approves it.
He never works in the dark. Every call, message and change is logged, so you can show how intake was handled.
Built in
Never gives legal adviceOffers a consult with an attorney instead
Built inA lawyer approves every engagement letterOtto drafts; nothing goes out without a lawyer's yes
Built inYou decide
Say "AI assistant" in the greeting
Book consults alone
Send intake forms alone
Send signing reminders alone
Send invoice reminders alone
Your words
Keep your trust account.
Run intake here.
Your trust accounting, email and calendar stay where they are. Intake, consults, letters and reminders run here, and Otto moves your contacts in.
Works with what you keep
Connect once. Otto uses them for you.
OutlookMail and calendar, both ways.Switching your intake tools
Connect it once. Otto moves your contacts, intake forms and templates in.
Keep Clio Manage or your practice software for billing and the trust ledger, and LawPay for trust payments. Otto does not hold client funds.
- The whole firm, every lawyer
- All fourteen parts and Otto
- No setup fee
- No per-user fees
- Month to month
- Includes 1,500 minutes of Otto's calls and 3,000 texts a month, then 20 cents a minute and 2 cents a text.
Law firm questions.
Plain answers. If yours is not here, ask through Get started and a person replies.
Does Otto give legal advice?
No. He books consults and answers questions about the firm, not the law. If someone asks about their case, he offers a consult with an attorney.
Is client information safe?
Your data stays yours and leaves with you. Otto collects only the minimum from prospects, and every call and message is logged so you can review it. Confidentiality rules depend on your state, so check them with your bar.
Do I need my clients' consent to use AI?
Possibly. ABA Formal Opinion 512 says consent is needed before client information goes into some AI tools, and a general clause in an engagement letter is not enough. Check your state bar. We can help you set up the wording.
Does it run conflict checks?
No. Otto takes names and a callback time and nothing more, and a lawyer runs your conflict check the way you do today.
Can clients pay retainers online?
Not through Otto. Invoices for fees and costs can be paid by card or bank. Retainers and trust money stay in the trust account setup you use today.
Build a business that doesn't depend on you.
One system for the whole business, with Otto doing the busywork. You say yes.
