Your new operations teammate

The admin that never
goes home.

Otto is an AI agent that runs the back office of your consulting firm — autonomously. Onboarding clients, sending invoices, chasing payments, following up on proposals. While you focus on the work that pays.

Otto's daily queue 4 tasks · running now
Welcome email sent to Meridian Consulting
4 minutes ago · fully autonomous
Invoice #47 sent — $3,200 · Acme Corp
12 minutes ago · 30-day terms
Following up on overdue invoice · Slate Partners
in progress · 14 days overdue
···
Proposal follow-up · Vantage Advisors
queued · sent 5 days ago, no reply
30%
of a consultant's week spent on admin
0
hours you'll spend on ops after Otto is set up
15+
contracts in the average consulting pipeline

Otto handles the entire client lifecycle

From first contact to payment received. No setup required — just tell Otto what to do.

Client Onboarding

Welcome emails, intake forms, scheduling links — delivered the moment a lead converts. No manual follow-up.

Invoice & Collect

Invoices go out when work is done. Otto tracks due dates, sends reminders, and chases overdue payments automatically.

Follow-Up Engine

Proposals, contracts, and overdue invoices — Otto follows up on your behalf with personalized, professional emails.

Weekly Reports

Every Monday: your pipeline status, outstanding invoices, completed work, and what's coming up. No dashboard to check.

How it works
01

Connect your email

Link your inbox in two clicks. Otto reads and writes emails on your behalf — always in your voice.

02

Tell Otto your process

A short conversation about how you work — onboarding steps, invoice timing, follow-up cadence. Otto learns your style.

03

Otto runs it

From day one, Otto handles the operational load. You get a weekly summary — nothing else required from you unless there's a decision to make.

"I used to spend every Sunday night catching up on admin. Three weeks with Otto and I haven't thought about invoicing or follow-ups once. It just works." — Marcus Webb, Strategy Consultant
8 hrs
saved per week on average after 60 days
94%
of overdue invoices collected, vs 61% before Otto
0
hours of setup required — most consultants are live same day

Consult without the chaos.

Your clients get better service. Your pipeline stays full. Your invoices get paid. And you get your evenings back.