Real firms. Real migrations. Real results.
Every implementation tells a story — where the firm started, what stood in the way and what changed when adoption took hold.
When their document management system went offline, Central National Bank needed a solution — fast.
The Challenge
When Central National Bank's existing document management system suddenly went offline, their legal team needed to identify and implement a replacement quickly. With locations throughout Kansas and Nebraska, a reliable DMS wasn't optional.
Our Approach
OTB Consulting stepped in immediately, guiding the team through a full transition to NetDocuments from start to finish. Lindsay Espersen led the implementation — making the process interactive, easy to follow, and seamless for the entire team.
“Lindsay made what could have been a stressful and complicated transition genuinely enjoyable. She was knowledgeable, responsive, patient, and simply great to work with throughout the entire process.”Michael R. MunsonSenior Vice President & General Counsel, Central National Bank
A litigation firm wanted to update from the old school DMS, eDocs, to the modern NetDocuments.
The Challenge
After OpenText acquired eDOCS, this firm wanted to migrate 2.1 million documents accumulated over 30+ years to NetDocuments — without disrupting their active practice.
Our Approach
We mapped every matter folder structure before touching a single file, rebuilt the cabinet architecture in NetDocuments to mirror how attorneys actually searched — not how IT organized storage — and delivered phased training by practice group so no team went live without preparation. Ninety days post-migration, search time dropped by 60% and the firm passed its first NetDocuments audit with zero compliance gaps.
“We had a hard deadline and millions of documents to move. OTB didn't miss a beat — and we came out the other side with a cleaner system than we started with.”Managing PartnerRegional Litigation Firm · North Carolina
An in-house legal team modernizes 11 years of iManage workspaces in 47 days.
The Challenge
This in-house legal team had outgrown iManage's on-premise infrastructure and needed a cloud-first platform that could scale with a growing M&A practice. The challenge wasn't the data — it was the 11 years of custom workspace templates built around iManage's folder logic.
Our Approach
We rebuilt the workspace architecture natively in NetDocuments, integrated with the firm's existing Microsoft 365 environment and trained every user before go-live. Full adoption was reached in 47 days — faster than any prior technology rollout the department had undertaken.
“47 days to full adoption. We've never rolled out a platform that fast. The difference was having a partner who built the environment around how we actually work.”Director of Legal OperationsFinancial Services Company
A firm's de facto filing cabinet finally becomes a real document management system.
The Challenge
This firm had used Time Matters for document storage for over two decades — not as a practice management tool, but as a de facto filing cabinet. Documents were buried inside matter records with no consistent naming convention and no search capability beyond scrolling.
Our Approach
We extracted and normalized 380,000 documents, built a cabinet and folder structure around the firm's actual workflow, and trained every attorney and paralegal individually. Six months later, the managing partner reported that document retrieval — previously the firm's biggest time drain — was no longer a topic at staff meetings.
“Document retrieval used to come up at every staff meeting. It hasn't come up once since we went live with NetDocuments.”Managing PartnerEstate Planning & Elder Law Firm · Mid-Atlantic
A real estate firm replaces folder chaos with a structure attorneys actually use.
The Challenge
This firm had never implemented a DMS — documents lived in a shared drive with folder structures that varied by partner and had no version control, no access permissions and no audit trail. When a misfiled document surfaced during a deal closing, leadership decided it was time.
Our Approach
We started with a two-week discovery engagement to understand how each practice group actually worked before designing the NetDocuments environment. The result was a cabinet structure attorneys adopted immediately because it matched how they already thought about their work — not a generic template imposed on them.
“We went from a shared drive no one trusted to a system everyone actually uses. OTB understood our workflow before they touched a single setting.”PrincipalReal Estate Transaction Firm · Southeast
A 45-attorney firm finally trusts its search results again.
The Challenge
After 12 years on Worldox, the firm's profile structure had become inconsistent across practice groups — search results were unreliable, and new hires struggled to learn filing conventions that varied by department.
Our Approach
We conducted a full profile audit, designed a unified NetDocuments structure across all practice groups, migrated 400,000+ documents with full version history, and ran role-based training for every department over three weeks.
“OTB didn't just move our files — they retrained how our whole firm thinks about finding and filing documents. Adoption was immediate.”Managing PartnerMid-size law firm · 45 attorneys · Migrated from Worldox
Want results like these for your firm?
Tell us about your current setup and what's prompting the change.