As Clio Gold Certified Partners…
Tell us how your firm works
Every firm runs a little differently, and that’s where we start. In our Readiness Review, we talk through your day-to-day challenges, the points where things slow down, and what you’d like to improve. 2b1 helps you figure out how the Clio family of products—Manage, Grow, and Draft—can fit those goals and make your firm run more smoothly.
Let’s Get Started
Ready to see what’s possible? Tell us a bit about your firm and we’ll schedule your Firm Readiness Review.
No spam. We’ll get back within 1 business day.
Gain Clarity
We’ll take a close look at how your firm runs and uncover what’s helping you and what’s holding you back.
Spot Opportunities
See where Clio Manage, Grow, or Draft can make your workflow smoother, faster, and better connected.
Preview the Potential
Get a first look at what a refined Clio setup could feel like for your firm before making any big changes.
Already Using Clio? Let’s Make It Fit Your Firm.
So you’ve got Clio for your firm, and that’s a great start. Clio comes with a strong foundation, but it’s most powerful when it’s customized to how your team actually operates. We’ll take time to understand how you move from new leads to open matters and through each stage of resolution. Once we see how your firm works, we’ll help you tailor Clio’s fields, layouts, and automation tools so your setup feels intuitive and built for your workflow — keeping your team organized, efficient, and focused on what matters most.
Let’s Get Started
Ready to make Clio fit your firm? Reach out to schedule your Customization Session.
No spam. We’ll get back within 1 business day.
Understand Your Workflow
We’ll review how your team handles clients, matters, and milestones from start to finish.
Design Smarter Layouts
Customize your Clio interface so your team sees exactly what they need, when they need it.
Automate with Intention
Streamline repetitive steps with custom fields and workflows that match your firm’s process.
Training your team to use Clio with confidence.
Once Clio is customized for your firm, the next step is making sure everyone knows how to use it effectively. Our training sessions are built around your workflows and designed to help your team get comfortable with the tools they use every day. We focus on practical, real-world tasks, so your staff learns not just where to click, but how to work smarter together in Clio.
Let’s Get Started
Ready to schedule your Clio training? Contact us to design your firm’s custom plan.
No spam. We’ll get back within 1 business day.
Role-Based Sessions
Each team member learns what is most relevant to their role, from intake to billing.
Hands-On Guidance
We train inside your Clio environment, using examples from your own matters.
Ongoing Support
After training, we are here to answer questions and keep your team on track.
Connect Clio to the tools your firm already uses.
Need client emails saved to the right matter, calendars in sync, or a smooth path from intake to drafts and documents? Clio can do it, and we can help you set it up the right way. We configure Outlook or Google integrations, connect Clio Grow with Manage, and put Draft to work with the templates your team relies on.
Let’s Get Started
Tell us what you want to connect. We will design the integration plan for your firm.
No spam. We’ll get back within 1 business day.
Email and Calendar Sync
Capture client emails to the correct matter and keep Outlook or Google calendars aligned with Clio events.
Intake to Matter Flow
Link Clio Grow to Manage so leads become matters with the right data, stages, and automations in place.
Documents and Draft
Use Clio Draft with your templates to generate documents quickly and file them where your team expects to find them.
Growth & Reputation
Clio Grow gives your firm a strong start for managing new inquiries and follow-ups, but that’s where most firms stop—and where opportunity gets lost. Real growth comes from turning those first points of contact into trust that lasts. We take your marketing to that next level with messaging that connects, search visibility that attracts the right clients, and a website built to convert across every platform. Details matter: how your firm looks, loads, and feels on every device shapes how clients see you. We care about those details because they’re what separate a busy firm from a growing one. When your marketing works seamlessly from first click to final follow-up, your firm becomes easy to find, easy to choose, and impossible to forget.
Let’s Get Started
Tell us your goals for marketing and growth. We will map a plan that fits your firm and your tools.
No spam. We’ll get back within 1 business day.
Stand Out Online
Clio Grow and similar platforms can make your firm look polished—but so can every other firm using the same templates. A clean site isn’t enough when you want clients to remember you. Standing out online means design that feels intentional, messaging that sounds like you, and functionality that actually draws people in. We build websites that reflect your firm’s character, perform beautifully across every device, and connect seamlessly with the systems you use. Because when your site looks and works like everyone else’s, you don’t just blend in—you vanish.
Convert More Leads
Good leads are hard to get, and the wrong ones waste time. Too many firms pour energy into calls and forms that never turn into real opportunities. We help you attract qualified leads and build a process that turns interest into engagement. That means contact forms that ask the right questions, email and follow-up systems that keep the conversation going, and data that shows what’s actually working. Whether you use Clio Grow, Mailchimp, or another platform, we make them work together so no opportunity slips through the cracks. From first click to consultation, every interaction is designed to qualify, connect, and convert without making your team work harder to do it.
Nurture and Reviews
Growth doesn’t stop when a client signs. The firms that thrive are the ones that keep in touch, follow up, and make every client feel remembered. We help you stay connected through thoughtful, automated touchpoints: email check-ins, review requests, and reminders that feel personal, not programmed. Using tools like Clio Grow, Mautic, or Mailchimp, to name a few, we make client follow-up effortless and effective. Because when communication stays consistent, your clients don’t just come back—they send others your way.
As Clio Gold Certified Partners…
Tell us how your firm works
Every firm runs a little differently, and that’s where we start. In our Readiness Review, we talk through your day-to-day challenges, the points where things slow down, and what you’d like to improve. 2b1 helps you figure out how the Clio family of products—Manage, Grow, and Draft—can fit those goals and make your firm run more smoothly.
Gain Clarity
We’ll take a close look at how your firm runs and uncover what’s helping you and what’s holding you back.
Spot Opportunities
See where Clio Manage, Grow, or Draft can make your workflow smoother, faster, and better connected.
Preview the Potential
Get a first look at what a refined Clio setup could feel like for your firm before making any big changes.
Let’s Get Started
Ready to see what’s possible? Tell us a bit about your firm and we’ll schedule your Firm Readiness Review.
No spam. We’ll get back within 1 business day.
Already Using Clio? Let’s Make It Fit Your Firm.
So you’ve got Clio for your firm, and that’s a great start. Clio comes with a strong foundation, but it’s most powerful when it’s customized to how your team actually operates. We’ll take time to understand how you move from new leads to open matters and through each stage of resolution. Once we see how your firm works, we’ll help you tailor Clio’s fields, layouts, and automation tools so your setup feels intuitive and built for your workflow—keeping your team organized, efficient, and focused on what matters most.
Understand Your Workflow
We’ll review how your team handles clients, matters, and milestones from start to finish.
Design Smarter Layouts
Customize your Clio interface so your team sees exactly what they need, when they need it.
Automate with Intention
Streamline repetitive steps with custom fields and workflows that match your firm’s process.
Let’s Get Started
Ready to make Clio fit your firm? Reach out to schedule your Customization Session.
No spam. We’ll get back within 1 business day.
Training your team to use Clio with confidence.
Once Clio is customized for your firm, the next step is making sure everyone knows how to use it effectively. Our training sessions are built around your workflows and designed to help your team get comfortable with the tools they use every day. We focus on practical, real-world tasks, so your staff learns not just where to click, but how to work smarter together in Clio.
Role-Based Sessions
Each team member learns what is most relevant to their role, from intake to billing.
Hands-On Guidance
We train inside your Clio environment, using examples from your own matters.
Ongoing Support
After training, we are here to answer questions and keep your team on track.
Let’s Get Started
Ready to schedule your Clio training? Contact us to design your firm’s custom plan.
No spam. We’ll get back within 1 business day.
Connect Clio to the tools your firm already uses.
Need client emails saved to the right matter, calendars in sync, or a smooth path from intake to drafts and documents? Clio can do it, and we can help you set it up the right way. We configure Outlook or Google integrations, connect Clio Grow with Manage, and put Draft to work with the templates your team relies on.
Email and Calendar Sync
Capture client emails to the correct matter and keep Outlook or Google calendars aligned with Clio events.
Intake to Matter Flow
Link Clio Grow to Manage so leads become matters with the right data, stages, and automations in place.
Documents and Draft
Use Clio Draft with your templates to generate documents quickly and file them where your team expects to find them.
Let’s Get Started
Tell us what you want to connect. We will design the integration plan for your firm.
No spam. We’ll get back within 1 business day.
Growth & Reputation
Clio Grow gives your firm a strong start for managing new inquiries and follow-ups, but that’s where most firms stop—and where opportunity gets lost. We take your marketing to that next level with messaging that connects, search visibility that attracts the right clients, and a website built to convert. When everything works together, your firm becomes easy to find, easy to choose, and impossible to forget.
Stand Out Online
Clio Grow and similar platforms can make your firm look polished—but so can every other firm using the same templates. We design sites that reflect your firm’s character, perform beautifully on every device, and connect seamlessly with your systems. Because when your site looks and works like everyone else’s, you don’t just blend in—you vanish.
Convert More Leads
Good leads are hard to get, and the wrong ones waste time. Too many firms pour energy into calls and forms that never turn into real opportunities. We build processes that turn interest into engagement, with smart forms, human follow-ups, and data that shows what’s working. From first click to consultation, every interaction is designed to qualify, connect, and convert—without making your team work harder to do it.
Nurture and Reviews
Growth doesn’t stop when a client signs. We help you stay connected through thoughtful, automated touchpoints—emails, review requests, and reminders that feel personal, not programmed. Using tools like Clio Grow, Mautic, or Mailchimp, to name a few, client follow-up becomes effortless—and keeps referrals coming in.
Let’s Get Started
Tell us your goals for marketing and growth. We will map a plan that fits your firm and your tools.
No spam. We’ll get back within 1 business day.