Integrations

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.

See what Otto reads · Or read the statute tables

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.