Whatever brought you here, we know the way forward.
Every firm and organization arrives at OTB from a different place. Wherever you are, we've been there before — and we know exactly what it takes to get you where you need to go.
You've chosen NetDocuments. Now let's make sure your whole team actually uses it.
Moving to NetDocuments is a significant decision. The implementation sets the foundation for everything that follows — how your team finds documents, files emails, manages matters and works together. Get it right from day one and adoption follows naturally. Get it wrong and you spend years cleaning it up.
OTB builds NetDocuments environments from the ground up — configured around how your firm actually works, not a generic template. Before we touch a single setting, we run a structured workflow discovery process to understand exactly how your team operates today. Every decision that follows is built on that foundation.
Every engagement is senior-led from start to finish. We train everyone — not just admins — before go-live. We're hands-on through the critical first days. And we don't consider an engagement successful until your whole team is actually using it.
- Environment design and configuration
- User setup and permissions
- Integration with existing systems
- PatternBuilder and AI enablement
- Training and adoption program
- Post go-live support
We run a structured discovery process before we configure anything — understanding how your team works today so NetDocuments supports them from day one.
Not just admins. Not a generic session. Training built around what your team actually needs to do differently, delivered before and after go-live.
The person on your discovery call leads your engagement. No hand-offs. No surprises.
You're on something else. We'll get you off it cleanly.
Migrations are where implementations go wrong. Data gets lost. Folder structures arrive in chaos. Staff lose confidence in the new system before they've even started. OTB has migrated over 200 million documents from every major platform — and built a process that makes the move invisible to your team.
We start by understanding your current environment completely — not just the documents, but the workflows, the workarounds and the edge cases that never made it into any documentation. That's what separates a clean migration from a painful one.
Moving from Worldox or eDocs
NetDocuments now owns both platforms. If you're on either one, there has never been a better time to move. OTB knows all three systems inside and out — your documents arrive intact and your team lands confidently.
Moving 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.
Moving from iManage
Complex metadata, legacy workspace structures and large document volumes. OTB has migrated from iManage to NetDocuments many times — with full metadata preservation and minimal disruption.
Other Systems
Time Matters, ProLaw, Coyote, PerfectLaw, Windows file shares — we've migrated off all of them. Bring us your legacy system and we'll bring you a clean path to NetDocuments.
What every migration covers
Legacy system audit and data mapping
Document and email migration
Metadata preservation
Folder structure design
Parallel running and cutover planning
Full training and adoption program
You're in. But are you getting everything out of it?
Most firms use a fraction of what NetDocuments can do. Searches that aren't optimized making documents hard to find. Documents get misfiled. Emails pile up unmanaged. AI capabilities sit unused. If your team is on NetDocuments but working around it instead of with it — that's not a people problem, that's a configuration and training problem. OTB fixes both.
We audit your current environment, identify the gaps and build a targeted plan to close them. Then we train — not a one-size-fits-all session, but focused training built around what your team actually needs to do differently. The result is a team that uses NetDocuments the way it was meant to be used.
- Environment audit and optimization
- PatternBuilder Max configuration
- ndMail and email management
- AI enablement and ndThread
- Add-on implementation
- Targeted retraining and adoption programs
Signs your NetDocuments setup needs attention
- Staff are saving files to their desktop instead of NetDocuments
- Search results aren't reliable or take too long
- Email management is inconsistent across the team
- AI features are enabled but nobody's using them
- New hires take months to learn filing conventions
- You're not sure your configuration matches how you actually work
Need 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.
What an ActionStep engagement covers
ActionStep implementation and configuration
Matter and client management setup
Workflow automation
Billing and accounting configuration
Integration with NetDocuments
Training and adoption program
Every engagement follows the same commitment.
We understand your workflows before we configure anything. We train everyone — not just admins. We're with you through the critical first days after go-live. And we stay until your whole team is actually using it. That's not a promise. That's our process.
Most firms don't fit neatly into one category.
They're switching systems and need optimization. Or they're starting fresh and need practice management too. That's exactly what the discovery call is for — a senior OTB consultant who listens first and recommends second.
Schedule a Discovery Call