Every NetDocuments implementation looks great on paper. Until it doesn't.
Assessment. Migration. Integration. Training. Adoption. OTB brings the whole enchilada — the expertise that turns a promising implementation into one your whole organization actually uses. We've seen what makes rollouts succeed and what makes them stall. That's exactly why you want us.
The partner you choose makes all the difference.
NetDocuments is the right platform. But the platform alone won't get you there. Full adoption — everyone in, the investment paying off — happens when you pair the right platform with the right partner. That's OTB.
Senior Staff Only
Every engagement is led by senior OTB staff from day one to go-live. No hand-offs. The people you meet are the people who do the work.
Proven Methodology
A structured, repeatable approach refined across hundreds of firms and organizations. We don't improvise. We execute a process we know works.
200M+ Documents Migrated
Every legacy system. Every messy folder structure. Every edge case. We've moved it all — cleanly, completely and without disrupting your team.
Training That Actually Sticks
We don't hand you a manual and walk away. Our training program is built for real adoption — designed around how your people actually work, not how the software manual says they should.
Wherever you're starting from, we know the way forward.
Every firm and organization comes to NetDocuments from somewhere different. Legacy systems. Messy migrations. Folder structures nobody can explain. We've seen every starting point and built a clear path forward from all of them.
Moving from Worldox or eDocs
NetDocuments now owns both platforms – and if you're on any of the three, the path forward is clear. OTB knows all three inside and out. Your documents arrive intact, your team lands confidently and nothing gets lost in the move.
Learn moreMoving from SharePoint
SharePoint wasn't built for document management. NetDocuments was. We'll move you off folder sprawl and permission headaches into a system built around how legal and professional organizations actually work.
Learn moreMoving from Other Systems
Time Matters, iManage, PerfectLaw, Coyote, ProLaw, Windows folder stores — we've migrated off all of them. Bring us your legacy system and we'll bring you a clean path to NetDocuments.
Learn moreNetDocuments Optimization & AI
Already on NetDocuments but not getting everything out of it? We unlock the full platform — including AI capabilities that transform how your team finds, files and works with documents.
Learn moreNot sure where you fit? That's what the discovery call is for.
Schedule a Discovery CallNeed more than document management? We've got you covered there too.
Great document management is the foundation. But running a law firm takes more — matter management, client intake, workflows, billing, accounting and reporting all working together. That's where ActionStep comes in. And as one of ActionStep's first certified US partners, OTB brings the same depth of knowledge and implementation expertise to practice management that we bring to NetDocuments.
One firm. One partner. The whole picture.
End-to-End Practice Management
Matter management, client intake, workflow automation, time tracking, billing and accounting — all in one platform built specifically for law firms.
Seamlessly Integrated
ActionStep and NetDocuments work together. OTB implements both — so your documents, matters and billing aren't living in silos.
One of the First. Still the Best.
OTB was among ActionStep's earliest US partners. That head start means deeper knowledge, faster implementation and fewer surprises for your firm.
The Results Speak for Themselves — and So Do Our Clients.
See how firms and organizations like yours made the switch, got their teams trained, and never looked back.
“We passed our first NetDocuments audit with zero compliance gaps — without disrupting a single active matter.”Regional Litigation Firm · 75 Attorneys · North Carolina
“Full adoption in 47 days — faster than any technology rollout we'd done before.”Corporate Legal Department · 110 Users · Financial Services
“Document retrieval was our biggest time drain. Six months later, it's not even a topic at staff meetings.”Estate Planning & Elder Law Firm · 28 Attorneys · Mid-Atlantic
Every engagement comes with the same promise — senior staff, proven process and a partner who stays until your team is fully in.
See Case StudiesEvery great implementation starts with one honest conversation.
Tell us where you are today — what system you're on, what's not working and what's driving the change. We'll review what you share and reach out to schedule a 15-minute discovery call. No sales pitch. Just a senior OTB consultant who wants to understand your situation before offering a single recommendation.