In buildAdministration
Otto The Admin
Handles your everyday administrative work.
The quiet one that clears the desk. Filing, naming, routing, drafting the letter you have written four hundred times, and chasing the client who still has not sent March.
In build. This agent is not live yet. The order we build in is set by which clients are waiting — so if this is the one you need, saying so genuinely moves it up.
What it does
- Files and names incoming documents against the right entity
- Drafts routine correspondence from your own templates
- Chases missing documents on a schedule, in your firm's tone
- Keeps the client's document checklist current
What it never does
- Sends an external email without a person pressing send
Works with
- SFTP / WebDAV
- Telegram
Sold to
- Accounting practices
- Management companies
- Insurance brokers
Entitlements are enforced server-side on every request, not by hiding menu items. A firm that has not bought an agent has no screen for it at all.
See Otto The Admin on your own documents.
Send us three real files under NDA, redacted if you prefer. Nothing is as persuasive as watching your own March, done.