Ask Otto ⌘J
Your front desk keeps the clients
Otto takes the overflow, the after-hours calls and the follow-up, so your team works the clients in front of them instead of the callback list.
Every unanswered call books a consult with the next firm.
Otto is the AI inside Insight On Demand, built for small law firms. It picks up when you're in court, books the consult before they call another firm, gets engagement letters signed and chases client documents, while you decide what goes out.
See it for
Works alongside the tools you already run
- Gmail
- Google Calendar
- QuickBooks
- Stripe
- Square
- Zoom
- Google Drive
- Xero
- PayPal
- Slack
The calls, the letters, the follow-up. Handled.
Phones, intake, engagement letters and invoices on one client record your attorneys and staff share, with Otto doing the work inside it.
Every call answered, even when you’re in court.
When you are in a hearing, with a client or gone for the night, Otto picks up in your firm’s name, says it is the firm’s AI assistant, takes the details and books the consult while the caller is still on the line. It never gives legal advice.
- No voicemail, no answering-service message
- Urgent calls go to whoever you choose
- Conflict-check names taken for your team
Every inquiry hears back before they call the next firm.
Web forms, texts and emails land in one inbox. Otto drafts the reply from your practice areas and your attorneys’ calendars and shows exactly why. Approve it in one tap, or let Otto send the ones you trust it with.
- Replies drafted in about 12 seconds
- "Why this" shows what Otto used
- No advice and no case opinions, ever
No consult goes quiet after the call.
Every inquiry on one board, from the first call to the signed engagement letter. Otto flags the ones that stalled, drafts the follow-up in your words and keeps at it until it’s a yes or a clear no.
- Stalled inquiries flagged for you
- Follow-ups drafted in your words
- Calls, forms and documents on one record
Engagement letters signed from a phone.
Otto drafts the letter from your template and the intake. An attorney reads it and sends it, the client signs online, and you see when it was opened and signed. The matter opens by itself.
- Drafted from your own templates
- An attorney approves every letter
- Unsigned letters chased with your okay
Invoices out, paid by link, nobody chasing.
Send invoices for fees and costs with a card or bank link through your own Stripe account, and run monthly payment plans. The collections agent writes polite reminders and waits for your okay. Retainer and trust questions go to a person.
- Card or bank link on every invoice
- Monthly payment plans
- Trust questions routed to your team
Your consult calendar fills itself, and people show up.
Otto books consults into open slots on each attorney’s calendar, in person or by video, confirms by text and reminds the night before. When someone cancels, it offers the time to the next person waiting.
- A booking link per consult type
- Text confirmations and reminders
- Synced with Google Calendar
Your best intake call, written down.
Otto listens to your calls and team meetings and turns how your best intake specialist and paralegals work into playbooks every new hire follows. You approve every change.
- Drafted from real calls and meetings
- The quotes it used, side by side
- Onboarding for every new hire
Run the firm from one question.
Ask how yesterday went, which letters are still unsigned, or whose documents are missing. Otto answers from everything in your firm and does the work when you say so.
- A morning brief before court
- Approvals in one tap
- Works from your phone
Your phone rings at 6:47 PM. Otto picks up.
Your office closed at 5. Type your firm's name and hear Otto take the call as you.
Hale & Moreno LawReady
Booked
Saved to the customerAfter your office closed
- Call answered
Marisol got custody papers today. Consult held for 10 AM.
- Inquiry answered
Rachel asked about her accident. Consult times approved from the couch.
- Text held
Reply to Isaac waits until 8 AM. Nobody gets a late text.
- Urgent call
A family member was detained. Details taken, the on-call attorney paged.
- Morning brief
19 calls answered after hours, 7 consults booked, 2 waiting for you.
Want to hear Otto answer as your firm? We set up a live test on your own number during the demo.
Book a live demoWhat is a missed call costing your firm?
Four in ten calls to local businesses never reach a person (Invoca, 2025). Put in your own numbers: your flat-fee matters and the larger ones behind them.
Fees going to the next firm on the list
$103,054a month
About $1,236,648 a year: 24 jobs a month, about 2 of them larger matters, booked by whoever answered first.
Benchmarks: Invoca 2025 (61% of calls reach a person), CallRail 2025 caller survey. Starting values are examples for a small firm, not your numbers. Your results depend on your market.
And who covers it today
What usually happens at a busy firm to the call during a hearing and to the letter nobody chased.
The call at 6:47 PM
- Voicemailwhile you're in courtNext firm
- Answering servicebilled by the minuteA message
- Another receptionistwage, benefits, sick daysHome at 5
Insight On Demand with OttoAnswered and booked
The letter sent last week
- Your paralegalbetween deadlinesIf there's time
- The attorneyback in courtOnce or twice
- A reminder emailwhen someone remembersGeneric
Insight On Demand with OttoSigned, or a clear no
Not another tool to babysit. Describe the system you need.
Tell Otto what your firm needs in a sentence: intake and consults, engagement letters, document requests, a new paralegal. It builds the tables, forms, booking links, automations and the agent that runs them, and waits for your okay.
One system underneath. See every part.
Otto, building by asking, tables and dashboards, the front office and over 1,500 apps, each with its own page.
- Otto, your AI agent
An AI agent with its own computer. It works in the background, tells you what matters and asks before anything goes out.
See how it works - Build by asking
Describe a system in a sentence. Otto builds the tables, forms, automations and agents, and you switch it on.
See how it works - Tables and dashboards
Track anything, link it to your customers, let agents work inside it and see the numbers live.
See how it works - CRM and front office
Phones, inbox, customers, pipeline, booking, contracts, payments and campaigns as one system.
See how it works - Integrations
Over 1,500 apps. Move everything in without retyping, or keep a tool you like connected.
See how it works
The same firm. A different week.
MomentWithout OttoWith Otto
A call during a hearingVoicemail. They call the next firm on the list.Otto answers, takes the details and books the consult.
A web inquiry at 9 PMAnswered tomorrow, if someone remembers.Reply drafted in seconds, sent when you okay it.
"Do I have a case?"Someone at the front desk tries to answer.No opinion given. A consult with an attorney offered.
Conflict checksNames scribbled on a sticky note.The names your check needs, on the record for your team.
Live after one call. We do the moving.
Setup call
We connect your phone line, calendars and inbox with you, alongside your practice-management software.
Clients moved in
Contacts, open matters and intake forms, from a spreadsheet or your current system. Nothing retyped.
Otto learns your firm
Practice areas you take, consult types, office hours, after-hours rules and what Otto must never discuss, approved by you.
Go live
Overflow and after-hours calls forward to Otto. Your number stays yours.
Built for attorneys who are still the front desk.
You built a practice people trust, with attorneys, a paralegal and someone on the phones. Yet the calls during a hearing, the letters nobody chased and the documents still missing land on you. Otto picks them up, so the firm keeps booking consults while you are in court.
OttoThe AI inside Insight On Demand
Alongside your practice-management software
Keep the matter files, billing and trust records you run today. Otto answers, books and follows up next to them, and nothing gets ripped out.
Your firm. Your data. Your rules.
Otto works for you, inside limits you set, on a record your whole firm can see.
- Your data stays yours
- Export everything, any time. We never sell it.
- A person is always reachable
- Callers can ask for a person at any point, and urgent calls go to whoever you choose.
- No advice, ever
- Otto answers questions about the firm, not the law. Anyone who asks about their case is offered a consult with an attorney.
- Approvals you control
- Decide exactly what Otto may do alone, like booking consults. Engagement letters, fee questions and anything unusual wait for one tap, and every action is logged.
One plan. Everything included. One monthly price.
Insight On Demand with Otto
One planbilled monthly
One monthly price, sized to your firm. Setup happens on a call with you, and your whole firm is included, attorneys and staff.
Or hear Otto first- Otto answers overflow and after-hours calls
- Replies to every web inquiry, text and email
- Intake by practice area, with conflict-check names for your team
- Consult booking, reminders and calendar sync
- Engagement letters from your templates, with e-signature
- Document requests chased until the file is complete
- Invoices for fees and costs, paid by card or bank link
- Review requests when a matter closes
- Custom agents and systems built from a sentence
- Tables and dashboards for your whole firm
- Playbooks from your calls and meetings
Questions firm owners ask.
Does Otto give legal advice?
No. Otto answers questions about the firm, not the law. If someone asks whether they have a case, it offers a consult with an attorney instead, and it never promises an outcome.
Is this an answering service?
No. An answering service takes a message and passes it on. Otto books the consult on an attorney's calendar while the caller is still on the line, then keeps working your engagement letters and document requests.
We already have a receptionist. Why would we need Otto?
Otto backs them up rather than replacing them. It picks up when every line is ringing, answers after hours and on weekends, and does the follow-up your front desk never gets to between live calls.
Does it work with our practice-management software?
Otto works alongside the software you run today, and nothing gets ripped out. On the setup call we look at your exact setup and tell you plainly what connects and what doesn't.
Does it run conflict checks?
No. Otto takes the names a conflict check needs and a good time to call back, and a person at your firm runs the check the way you do today. You decide when a consult is confirmed.
Can clients pay retainers through Otto?
No. Invoices for fees and costs can be paid by card or bank link. Retainers, advance fees and any question about trust money go to a person at your firm and stay in the trust setup you use today.
Is Otto a person or software?
Otto is the AI built into Insight On Demand. It answers calls and messages, keeps your records current and does the follow-up. Your team stays in front, and callers can always reach a person.
Will callers know they're talking to an AI?
Yes, if you want them to. Otto can say it is the firm's AI assistant when it picks up, and anyone who asks for a person is passed to one or gets a callback.
What happens with an urgent call at 2 AM?
Otto takes the details and sends it straight to whoever you choose, without giving advice. You decide what counts as urgent and who gets the call.
Do I keep my phone number?
Yes. We set up call forwarding with you on the setup call, for overflow, after hours or every call. Your number stays yours.
How long does setup take?
One setup call. We connect your phone, calendars and inbox, load your practice areas, consult types and intake questions, and import your contacts and open matters with you.
What happens to my data?
It is yours. Export it any time. Calls and messages are stored on the client record, and access is limited to your team.
Tonight, let Otto pick up.
One setup call. Your phones, your calendars and your open inquiries, working for you before your next court date.