Cary, NC
919-677-1415 x102

Available Remotely Nationwide

OTB Consulting

Experts in law practice management systems for over 20 years.

OTB helps law firms increase their efficiency, productivity, and profitability by leveraging technology. We provide Clio data conversion, customization, training, and NetDocuments integration services. Law firms choose OTB because of our background as technical experts and attorneys, and our deep industry experience working with thousands of law firms. Our unique implementation methodologies, unparalleled product expertise, innovative ideas, and our passion for helping law firms leverage technology, have kept OTB in the forefront of our field.

Clio Specializations

  • Clio Account Setup
  • Document Templates & Automation
  • Migrations
  • Training
  • Office 365 Integrations
  • 3rd Party Integrations


  • Microsoft Certified Professional
  • NetDocuments Partner

The Team

  • Bob McNeill - Headshot

    Bob McNeill

    Managing Director

  • Tom Rowe - Headshot

    Tom Rowe

    Managing Director


  • CCC Since 2014
  • ClioCon Attendee 2014


Cary, NC
919-677-1415 x102

Available Remotely Nationwide

Why choose Clio?

Clio offers all you need to run a law practice from intake to invoice, with powerful tools to manage cases, clients, documents, bills, calendars, time tracking, reporting, and accounting.

Get everything you need to run your practice

Manage your cases, contacts, and billing from anywhere—with intuitive time tracking, calendaring, unlimited document storage, and more.

Learn about Clio’s features

Protect your firm data

Store your firm information in the cloud and keep your data safe with 256-bit encryption, multiple data backups, and a 99.9% uptime guarantee.

Learn about security
Clio Secure Cloud Storage for Lawyers: Big, Small, and Solo Law Firms.
Clio Integrations

Connect your existing software

Clio connects with more software than any other legal practice management system.

Explore our App Directory


Please note, Clio doesn't guarantee the service of any one consultant. We don’t necessarily review advisors' listings and we don’t recommend or guarantee the service provided by any one advisor – always perform your own due diligence and be comfortable with whomever you decide to partner with.

Clio Certified Consultant means that representative(s) have been assessed by Clio as proficient in the use and resale of the Clio application. Clio’s certification process does not assess any individual or advisor’s proficiency as an accountant, consultant, law firm advisor, etc.

Clio Certified Consultants are not employees of Clio.

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