OTB Consulting

Let OTB Consulting help you practice more efficiently, profitably, and with better work-life balance!
OTB Consulting is an award winning and nationally recognized firm helping law firms build more profitable and efficient practices while improving lifestyle, through the use of Clio and other legal specific software: legal practice management; document management; time, billing, and accounting; document automation; and other practice-specific applications. We are experts in bridging the gap between your needs and technology resulting in a better work experience and a better work-life balance for you and your staff. Since the early 1990’s, OTB has been serving law firms of all sizes and types throughout the US and around the world.

Clio Specializations

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


  • NetDocuments Partner

Key benefits for your firm

  • Custom Workflows

  • Automation

  • Data Migrations

919-677-1415 x102
Cary, North Carolina, USA
Available Remotely Nationwide


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.