Course
Using Otto
How a firm runs on Otto, from first sign-in onward — setting up users and clients, the daily work, litigation and the money, and where the audit file comes from.
Passphrase required
This section covers our software rather than the industry, so it is the only part of the Academy behind a passphrase. Everything about how collections works stays open.
Open this page in a browser with JavaScript enabled and enter the passphrase your firm was given. There is no account to create and nothing to sign up for.
Getting set up
Signing in, adding your people, and configuring each client's rules — the work that happens before the first account is touched.
- Sign in and learn the workspaceSign in with Microsoft or an email, learn the sidebar that maps the whole product, open the ⌘K palette, and ask Otto your first question from Home. · 10 min
- Add users and set rolesInvite a member in three fields, choose one of five roles, and see what a role changes at the moment of action — reveal, review, print, export. · 10 min
- Configure a client's rule setOpen a client's record, read the rule table and its Source column, add a rule with its source attached, set the firm-wide floor, and preview the client's own Glass view. · 11 min
The working day
The queue, the case file, the mailroom, the screen that listens for consumer rights, and the automation that runs between them.
- Start the day in My WorkWhere tasks come from, what the engine removed before you saw anything, and how to open an account and disposition the call. · 12 min
- Work a caseRead the pills, triage a batch in bulk, acknowledge the advisory, then use the Overview, Compliance, Money, and Files tabs — the controls live on the account, not in a manual. · 14 min
- Process the mailClassify a document with its consequence stated on screen, send uncertain matches to exceptions, and track outbound letters through to proof of mailing. · 10 min
- Let Rights Radar listenThe screen that hears a dispute, a cease request, or an attorney's name in ordinary speech — and has the hold on the account before a person could. · 8 min
- Create and run a workflowDescribe a procedure in a sentence and Otto drafts it; run it scoped to a case, and read the work plans and controls that run without you. · 11 min
Rules, money, and the courtroom
Enforcement at the moment of action, litigation behind the client's gate, and the trust discipline behind every dollar.
- Rules before actionsWhat it means for a client rule to run before an action is taken rather than in next month's report — and where to watch one refuse. · 12 min
- Take a matter through litigationRun the week from the counters, clear the suit-filing gate, track service and e-filing, and keep judgment accounts moving. · 12 min
- Run the moneyRead the three balances and the three-way reconciliation, watch what NSF does on its own, and approve a remittance run a human has looked at. · 11 min
Proving it
The reports clients actually ask for, and the audit file the work leaves behind.
- Deliver the reportsThe library of what is owed to whom and when, generating one on demand, and a run history kept exactly as it was delivered. · 9 min
- Answer an auditScope the append-only trail, export the package, and know what the firm holds and until when. · 11 min
This is an informational reference, not legal advice, and using it creates no attorney-client relationship. Limitations periods turn on facts this page cannot know — which state's law governs, the contract type, when the claim accrued, and whether anything tolled or revived it. Confirm against the primary source and your own counsel before acting.