Primary BusinessLaw Firm Consultant
Primary ConsultantBob McNeill
Available Remotely Nationwide
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 Account Setup
- Document Templates & Automation
- Office 365 Integrations
- 3rd Party Integrations
- Microsoft Certified Professional
- NetDocuments Partner
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
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.