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What you'll accomplish

By the end of this guide, you'll have Otter.ai configured to transcribe attorney dictation and client meeting recordings — turning spoken notes into searchable, editable text that you can use to draft documents, billing entries, and follow-up emails without transcribing by hand.

What you'll need

  • Otter.ai account (free tier: 300 minutes/month; Pro at $17/month for 1,200 minutes)
  • A smartphone or computer with a microphone
  • The attorney's permission to record meetings (required — inform all participants before recording any client call or meeting)
  • Time needed: 20 minutes for initial setup; minimal time per use after that
  • Cost: Free tier covers moderate use; Pro for attorneys who dictate heavily
  • Important: Obtain consent before recording any call or meeting involving clients. Otter stores transcripts on their servers — do not use for confidential client matters without checking your firm's data security policy.

How-To Guide: Otter.ai for Legal Dictation and Meeting Transcription

Step 1: Create an Otter.ai account

Go to otter.ai and sign up with your work email. The free tier gives you 300 minutes of transcription per month — sufficient for testing and light use.