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Systems that grows with your scale

We design a system built around your workflows for free, allowing you to prioritize on what matters most — growing.

Automated System

Reduce manual billable work, prioritize on what moves the business, not what stalls you.

Customized Workflows

Run your operations normally, let the software adjust around you — not the other way around.

3rd Party Integrations

Integrate your other softwares directly — no need to juggle multiple tabs. If it has an API, we can connect it.

WHY US

Why Otomate Systems?

  • Free Consultation
  • Free Design System

Get started without commitments — we plan it with you, on us.

You own your data. We don’t gate-keep systems, we build them for you.

Customized to your convenience.

Every workflow, integration, and screen is tailored around how your team already works — so adoption is effortless.

What's Included

Custom Inclusion Examples

Every CRM we make is unique and customized to fit your needs using any combination of the following features and more.

Automations

Streamline your workflows with powerful automations that save hours of manual work.

  • Task Generation
  • Automated SMS & Email
  • Follow-up Sequences
  • Lead Nurturing
  • Invoice Generation
  • Document Creation

AI Agents

Leverage AI to handle repetitive tasks and provide 24/7 support.

  • Internal Process AI
  • Customer Support AI
  • Voice AI Caller
  • Lead Qualification AI
  • Document Drafting AI
  • Data Entry AI

Software Integrations

Connect your existing tools seamlessly into one unified platform.

  • HubSpot
  • Asana
  • RingCentral
  • Google Workspace
  • Microsoft 365
  • And many more...
Showcase

Experience Our CRM

Explore the features of a custom-built CRM tailored to a real client’s workflow.

[Your Firm Name]
JD

Dashboard

248 Total Clients
+12%
$847,250 Revenue (YTD)
+23%
127 Active Cases
+3%

Recent Activity

New client Garcia vs. State added 2 hours ago
Invoice #1084 paid - $3,500 4 hours ago
Document filed for Smith Divorce Yesterday
Meeting scheduled with Johnson Estate Yesterday

Upcoming Events

15 Jan
Court Hearing - Garcia Case 9:00 AM - District Court
16 Jan
Client Consultation 2:00 PM - Office
18 Jan
Deposition - Thompson 10:30 AM - Conference Room

Conversations

MG
Maria Garcia 10:32 AM

Thank you for the update on my case. When is the next hearing scheduled?

2
JS
John Smith Yesterday

I've sent over the signed documents you requested.

RJ
Robert Johnson Yesterday

Can we reschedule our meeting to next Tuesday?

LT
Linda Thompson Jan 10

I have some questions about the settlement offer.

MG
Maria Garcia Garcia vs. State - Immigration

Hi, I wanted to check in about my case status. Has there been any update from immigration?

10:15 AM

Good morning Maria! Yes, we received a response yesterday. Your application has been moved to the next stage of processing. I'll send you the detailed timeline shortly.

10:28 AM

Thank you for the update on my case. When is the next hearing scheduled?

10:32 AM

Tasks

Pending Tasks
Task Source Type Related To Due Date Status
Review Garcia case documents Clio Lead Garcia vs. State Jan 15, 2026 Pending
Call client regarding settlement Asana Call Thompson Estate Jan 15, 2026 Pending
Prepare workshop presentation Asana Workshop Q1 Legal Workshop Jan 18, 2026 Pending
Send invoice to client CRM Billing Martinez Family Trust Jan 16, 2026 Pending
Follow up with new lead CRM Lead Henderson Immigration Jan 17, 2026 Pending
Completed Tasks
Task Source Type Related To Due Date Status
Prepare court filings Clio Admin Smith Divorce Jan 12, 2026 Completed
Initial client consultation Asana Call Brown Estate Planning Jan 10, 2026 Completed
Draft retainer agreement CRM Admin Garcia vs. State Jan 8, 2026 Completed

AI Intake

Cold 3
Warm 3
Hot 3

Manage

Inbox 1

Garcia vs. State

Maria Garcia

$18,000 Jan 5
Discovery Call Scheduled 1

Thompson Estate

Linda Thompson

$25,000 Jan 3
No Show Discovery Call 0
Engagement Letter Signed 1

Smith Divorce

John Smith

$12,000 Dec 28
Matter Opened 1

Johnson PI Case

Robert Johnson

$35,000 Dec 20
Active Case Work 1

Martinez Family Trust

Carlos Martinez

$8,500 Dec 15
Resolution Reached 1

Anderson Criminal

Mark Anderson

$15,000 Dec 10
Matter Closed 1

Davis Corp Merger

Corporate Client

$45,000 Dec 5
Post-Matter Nurture 0

Calendar

January 2026
Sun Mon Tue Wed Thu Fri Sat
28
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Court Hearing
16
Consultation
17
File Documents
18
Deposition
19
20
Review Brief
21
Mediation
22
23
Client Meeting
24
25
26
27
28
29
30
31
Court Dates Appointments Tasks

Contacts

Name Phone Case Status
MG
Maria Garcia
 (555) 123-4567 Garcia vs. State Active
JS
John Smith
 (555) 234-5678 Smith Divorce Active
RJ
Robert Johnson
 (555) 345-6789 Johnson PI Case Active
LT
Linda Thompson
 (555) 456-7890 Thompson Estate Pending
MB
Michael Brown
 (555) 567-8901 Brown Estate Planning Active
JT
Jennifer Taylor
 (555) 678-9012 Taylor Property Dispute Inactive

Invoices

$24,500 Outstanding
$147,250 Paid (YTD)
12 Pending
3 Overdue
Invoice # Client Amount Date Due Date Status
#INV-1089 Maria Garcia $3,500.00 Jan 10, 2026 Jan 25, 2026 Pending
#INV-1088 John Smith $7,200.00 Jan 8, 2026 Jan 23, 2026 Pending
#INV-1087 Robert Johnson $5,800.00 Jan 5, 2026 Jan 20, 2026 Overdue
#INV-1086 Linda Thompson $4,500.00 Jan 3, 2026 Jan 18, 2026
#INV-1085 Michael Brown $12,000.00 Dec 28, 2025 Jan 12, 2026
#INV-1084 Davis Corporation $25,000.00 Dec 20, 2025 Jan 5, 2026

Case Name

Client Name
Immigration
Active
$18,000
Jan 5, 2026
client@email.com
(555) 123-4567

Case notes and important information will appear here.

This is only a sample, not intended as a final product.

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