Primary Business

Law Firm Consultant

Primary Contact

Bob McNeill

Website

otb-consulting.com

Email

bob.mcneill@otb-consulting.com

Phone

919-677-1415 x102


Follow Us

Badges
  • CCC Since 2014CCC Since 2014

  • ClioCon Attendee 2014ClioCon Attendee 2014


Locations

Cary, NC
919-677-1415 x102

Available Remotely Nationwide

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 legal-specific software – legal practice management, document management, time and 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 ’90s, 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

Certifications

  • NetDocuments Partner

The Team

Bob McNeill Headshot

Bob McNeill Managing Director

Primary Business

Law Firm Consultant

Primary Contact

Bob McNeill

Website

otb-consulting.com

Email

bob.mcneill@otb-consulting.com

Phone

919-677-1415 x102


Follow Us

Badges
  • CCC Since 2014CCC Since 2014

  • ClioCon Attendee 2014ClioCon Attendee 2014


Locations

Cary, NC
919-677-1415 x102

Available Remotely Nationwide

Try Clio for free.

Why choose Clio?

Clio offers all you need to run a law practice from intake to invoice, with powerful tools for case management, client intake, document management, legal billing, calendars, time tracking, and trust 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
  • Connect your existing software

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

    Explore Our App Directory

Disclaimer

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.