# Integrations

> The 33 systems Otto connects with — dialers, payments, skip tracing, scrubs, courts, credit reporting, client exchange — and where each stands, said plainly: 15 working in the demo today, the rest planned.

- Source: https://ottoforfirms.com/integrations/
- Publisher: Otto — https://ottoforfirms.com
- Updated: 2026-09-01

# Connect to everything.

Your dialer, your process server, your bureaus, your clients' beloved file formats — one ledger,
speaking all of it natively, with the compliance checks wrapped around every connection.

## The directory

33 systems across 8 categories — the dialers, bureaus,
courts and client interfaces a collections firm already runs. Every tile says where it stands:
"In the demo" means you can watch it work today; "Planned" means exactly that. Nothing here is a live
production connection yet — "In the demo" claims a demonstration you can watch, not a deployment.

## Dialers & voice

Campaigns synced, every dial pre-cleared by Otto's rules.

- **TCN** (In the demo) — Campaign sync with every dial pre-cleared in the half-second before it rings; outcomes stream back to the ledger.
- **LiveVox** (Planned) — Campaign suppression and outcome sync for firms already on the LiveVox stack.
- **Five9** (Planned) — Contact-center sync for larger operations.
- **Prodigal** (Planned) — Call intelligence import for firms mid-migration — transcripts and QA flow into the ledger.
- **Retain by TrueML** (Planned) — Digital-first outreach — email and SMS journeys, suppressed by Otto's rules.

## Payments

Tokenized rails that post to the trust ledger in real time.

- **PaymentVision** (In the demo) — Tokenized card and ACH — PCI stays with the processor, money posts to the trust ledger.
- **HealPay** (Planned) — Consumer payment portals and IVR built for collections — settlements and plans post straight to the ledger.
- **REPAY** (Planned) — Alternative payment rails, same trust posting.

## Skip tracing & data

Locate data inside the case file, not in a separate tab.

- **TransUnion TLOxp** (In the demo) — Right-party-contact scores, employment, vehicles and sightings — inside the case file.
- **LexisNexis Accurint** (In the demo) — Locate data and asset records on demand, logged to the account.
- **IDI idiCORE** (Planned) — Investigative-grade locate data — batch and on-demand, logged to the account.
- **Experian** (Planned) — Batch waterfall append for aging inventory.

## Scrubs & monitoring

Military status, bankruptcy, deceased — on a calendar, not a memory.

- **DMDC SCRA** (In the demo) — Military-status verification on your control calendar — weekly or nightly, with certificates retained.
- **PACER** (In the demo) — Bankruptcy watch. A new petition freezes the account under §362 before the mail arrives.
- **WebRecon** (Planned) — Serial-litigant screening — accounts with professional FDCPA plaintiffs are flagged before the first letter.
- **Provana** (Planned) — Compliance analytics and speech QA, synced to the audit trail.

## Courts & filing

E-filing and service of process, tracked on the docket.

- **eFileMadeEasy** (Planned) — E-filing into Florida's portal counties, confirmations landing on the docket.
- **Proof** (In the demo) — On-demand process serving nationwide — GPS-stamped attempts stream to the docket.
- **InfoTrack** (Planned) — E-filing and serve orchestration across states, with confirmations landing on the docket.
- **ProVest** (Planned) — National service of process — status, stop-service, and invoice validation, per case.
- **Docketly** (In the demo) — Appearance counsel on demand — a covered hearing booked from the docket in one click.
- **ABC Legal** (Planned) — Service of process — job status, attempts, and affidavits tracked on the case.
- **Tyler Odyssey** (Planned) — Statewide e-filing coverage as your footprint grows.

## Credit reporting

Metro 2 furnishing and e-OSCAR disputes from the ledger.

- **e-OSCAR** (In the demo) — ACDV disputes worked in-platform, furnishing generated straight from the ledger.
- **Equifax** (Planned) — Metro 2 furnishing, validated before transmission.
- **TransUnion** (In the demo) — Furnishing plus fraud-blocked-account handling.

## Client exchange

Placements and remits on the formats your banks already use.

- **Chase** (In the demo) — Placement interfaces, network numbers, media requests, and remits their vendor teams already use.
- **American Express** (In the demo) — Placements in, remittance statements out — generated from the trust ledger.
- **TD Bank** (In the demo) — Recovery placements with client-specific rules enforced per account.
- **Midland Credit** (In the demo) — Debt-buyer placements with chain-of-title media verified at the door.

## Documents & identity

Sign-in, documents, and signatures where your firm keeps them.

- **Microsoft 365** (In the demo) — Entra ID sign-in, calendars that hold your control schedule, documents where your firm keeps them.
- **Microsoft Outlook** (Planned) — The Otto add-in: every email matched to its account, trip-wires firing from the inbox, compose-time guardrails.
- **DocuSign** (Planned) — Signatures on settlement agreements, tracked to the account.

## The rulebook is an integration too.

The CFPB, the FTC, the FDIC, the OCC, the Federal Register and the state overlays are not tools you
install — they are sources Otto watches. When a rule moves, the engine updates with a citation attached.
What Otto reads: https://ottoforfirms.com/#/knowledge · the statute tables: https://ottoforfirms.com/statute-of-limitations/

## About Otto

These pages describe what Otto does. The quickest way to judge them is against your own files.

- [Book a demo](https://ottoforfirms.com/contact/)
- [See what it costs](https://ottoforfirms.com/pricing/)

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This page describes Otto, not the law, and is not legal advice. Otto applies rules that have been written down correctly; it does not warrant that using it results in compliance with any statute, regulation or contract. Where a rule is named here, confirm it against the primary source and your own counsel before relying on it.
