of 5— Create Your Otter.ai Account

What you'll accomplish

By the end of this guide, you'll have Otter.ai set up to automatically transcribe your recorded statements and phone calls, producing a searchable, keyword-highlighted transcript you can review, quote, and save to your claim file — replacing your manual note-taking and the need to re-listen to recordings.

What you'll need

A computer, tablet, or smartphone for Otter.ai
An Otter.ai account — sign up at otter.ai (free tier available; Pro is $16.99/month)
Your recorded statement — either conducted live via Otter.ai or as an audio file to upload
Time needed: 20 minutes setup; real-time transcription during live calls
Cost: Free tier (limited minutes/month); Otter.ai Pro at $16.99/month for unlimited transcription

How-To Guide: Automatic Recorded Statement Transcription with Otter.ai

Step 1: Create Your Otter.ai Account

Go to otter.ai and click Sign Up. Use your personal email. Create an account with your email and a password, or sign in with Google.

After signing up, you'll land on your Otter.ai home screen showing "My Conversations."

What you should see: A clean dashboard with a large "Record" button in the center and "Import" on the left side.