Business Details
24 Years
experience
Emergency
services
Trusted NetDocuments Implementation for Law Firms
Optiable is a leading provider of NetDocuments migration, training, and setup services for law firms. Since 2002, we have helped attorneys and legal organizations leverage technology to improve productivity, secure data, and enable remote work. Our team has completed over 450 successful migrations globally, specializing in firms with 10-150 users. We combine deep legal industry expertise with certifications in tools like NetDocuments, Amicus Attorney, and Clio to deliver tailored solutions.Our proven implementation methodology minimizes disruption while maximizing efficiency. We emphasize transparency, client education, and long-term support through CLE presentations and ongoing training resources. Our track record includes helping firms transition from paper-based systems to cloud solutions that meet modern security and accessibility demands.
Services
NetDocuments Migration
Cloud Integration
Document Security
Remote Work Setup
Legal Technology Training
Details
- Year established: 2002
Highlights and features
- We have 20+ years of experience in legal technology implementation
- Our team has completed 450+ successful NetDocuments migrations
- We offer 24/7 personalized customer support for law firms
- Our consultants hold NetDocuments Implementation Expert certifications
- We provide transparent pricing with no hidden fees
What people say
Knowledgeable consultants
Smooth migration process
24/7 support available
Remote work enabled
Security enhanced
Services
NetDocuments Migration
Our proven migration process transfers your firm's documents to NetDocuments with minimal disruption. We handle data mapping, system configuration, and testing to ensure complete accuracy. Clients benefit from secure cloud storage and remote access capabilities.
Legal Technology Training
Customized training programs ensure your team masters NetDocuments features. We provide live sessions, quick guides, and ongoing webinars to build proficiency. This reduces learning curves and maximizes productivity for attorneys and support staff.
Document Security
We implement enterprise-grade security measures for cloud document management. Our solutions include access controls, audit trails, and encryption to protect sensitive client information. This meets legal industry compliance requirements while enabling secure remote collaboration.
Remote Work Setup
Our cloud solutions enable seamless remote operations for law firms. We configure systems for secure document access from any location, maintaining efficiency during unexpected disruptions like natural disasters or pandemics.
System Integration
We integrate NetDocuments with practice management tools like Clio and Amicus Attorney. This eliminates data silos and streamlines workflows by connecting document management with billing, calendaring, and client communication systems.
People
Craig Bayer
Founder
Founder of Optiable with 20+ years experience in legal technology. Certified in multiple legal software platforms. Completed 500+ law firm implementations. Recognized for client-focused approach and technical expertise.
Milica Adamovic
Head of Implementations
Certified NetDocuments Implementation Expert with 300+ successful projects. Masters in Economics. Specializes in on-time deployments for mid-sized law firms. Ensures smooth transitions with minimal operational disruption.
Jeffrey Ong
Implementation Specialist
Cloud integration expert with Azure and DevOps certifications. Focuses on secure document management solutions. Provides end-to-end implementation and optimization services for law firm technology infrastructure.
Angie Calderon
Sales Support Specialist
Administrative specialist supporting legal technology sales. Manages documentation and CRM systems. 15+ years experience in client solutions across multiple industries. Fluent in English and Spanish.
Questions
What does your NetDocuments implementation process involve?
Our process includes needs assessment, system configuration, data migration, staff training, and post-implementation support. We handle all technical aspects while minimizing disruption to your practice.
How long does a typical migration take?
Most implementations complete within 4-8 weeks, depending on firm size and data volume. We use proven workflows to ensure efficient transitions with minimal downtime.
Do you support remote law firm operations?
Yes, we specialize in cloud solutions that enable secure remote access. Our systems allow attorneys to work from anywhere while maintaining document security and compliance.
What security measures do you implement?
We configure access controls, audit trails, and encryption. Our solutions meet legal industry standards for protecting client confidentiality and sensitive case information.
Do you offer ongoing support after implementation?
Yes, we provide 24/7 technical support, regular system updates, and ongoing training resources including webinars and documentation.
Reviews (2)
Ernie Svenson
Jan 26, 2018
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Knowledgeable, reliable, trustworthy (friendly too!)
Craig has been the go-to guy for small business tech solutions, not just in the New Orleans/Baton Rouge area, but also around the country. He focuses on helping solo & small firm lawyers, which is how I met him. I've met a lot of tech consultants, because I speak at technology conferences, and Craig is one of a small group (that I can count on one hand) that (1) knows his stuff cold, (2) can be counted on, even when things happen unexpectedly, (3) will recommend something based solely on whether it's right for the client (even if it is a recommendation
Craig has been the go-to guy for small business tech solutions, not just in the New Orleans/Baton Rouge area, but also around the country. He focuses on helping solo & small firm lawyers, which is how I met him. I've met a lot of tech consultants, because I speak at technology conferences, and Craig is one of a small group (that I can count on one hand) that (1) knows his stuff cold, (2) can be counted on, even when things happen unexpectedly, (3) will recommend something based solely on whether it's right for the client (even if it is a recommendation
Keith Magness
Oct 28, 2015
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Craig and crew have been nothing but helpful in my quest to streamline my practice, and make it as efficient as possible. From implementation of NetDocuments, integration with Clio, and other tech hacks, Optiable has been there for me. It is without hesitation that I recommend Craig and Optiable to all my solo and small law firm friends.
