of 6— Download and Set Up Otter.ai

What you'll accomplish

By the end of this guide, you'll have Otter.ai set up on your phone to record and automatically transcribe arrangement conferences. Instead of splitting your attention between note-taking and listening, you can be fully present with the family while Otter captures every detail — service wishes, merchandise selections, special requests, and family stories — for your case file.

What you'll need

A smartphone (iPhone or Android)
Otter.ai app installed (free tier available)
Family's consent to record (ask at the start of the conference)
Time needed: 15 minutes to set up; zero extra time per conference
Cost: Free (300 minutes/month on free tier) / $17/mo Otter Pro (unlimited)

How-To Guide: Transcribe Arrangement Conferences with AI

Step 1: Download and Set Up Otter.ai

Search "Otter.ai" in the App Store (iPhone) or Google Play (Android) and install the app
Open the app and create a free account using your email
On the home screen, you'll see a large record button in the center — that's all you need to start

What you should see: A clean dashboard with your transcription history (empty at first) and a prominent record button. Troubleshooting: If asked for microphone permission, tap "Allow" — Otter needs this to hear your conversation.