Otto — Back-Office Automation
Stop paying skilled people to do paperwork.
Otto handles the document grind for accounting and law firms — intake forms, chasing the client who still hasn't sent their W-2, sorting and filing, and getting the right data into the right system. Quietly, in the background.
What Otto does
- Client intake and onboarding flows
- Automatic document requests, and the polite nagging that follows
- Pulls key data out of forms and documents
- Routes files to the right folder, matter or client record
- Status tracking so nothing gets lost between people
- Careful handling of sensitive information
Trust
Built for firms that handle private information. We'll sign an NDA before we see anything, and set up secure, permissioned access from day one.