CLIO CONSULTING • IMPLEMENTATION • CUSTOMIZATION

Make Clio Work for Your Law Firm.

New to Clio or ready to get more out of it?

Whether you’re considering Clio, migrating from another system, or improving your existing setup, 2b1 helps you implement, customize, and connect Clio to the way your firm works.

THE CLIO PLATFORM

Explore the Clio Ecosystem

Discover the tools that help law firms manage clients, cases, documents, and daily operations.

Clio Manage

PRACTICE MANAGEMENT SOFTWARE

Keep your matters, documents, calendars, time tracking, and billing organized in one place.

Easy Client Intake

View Clio's Client Intake Form

Streamline the way you bring on new clients. With Clio’s online intake forms, you can securely capture key details, generate retainers for e-signature, and make the onboarding process quick and professional.

Case Management

View Clio Case Management Page Screenshot

Keep every matter organized in one place. Clio helps you track appointments and tasks, manage cases from start to finish, generate documents, and even link billing and payments directly to each matter.

Billing & Payments

View Clio Billing and Payment Page Screenshot

Billing doesn’t have to be complicated. Clio Payments makes it simple and secure to invoice clients, receive funds online, and automatically sync transactions with the right matter and your accounting system.

Time Tracking

View Clio Time & Expense Tracking Page Screenshot

Turn lost time into billable time. Clio’s built-in timekeeping tools let you record hours as you work — whether you’re in the office or on the go — so nothing slips through the cracks.

Document Automation

View Clio Document Automation Screenshot

Generate documents in minutes instead of hours. With Clio’s Document Automation, you can create templates that pull information from your contacts and matters directly into your files, reducing errors and saving time.

Calendar & Scheduling

View Clio Calendar Page Screenshot

Stay ahead of deadlines and keep clients in the loop. Clio’s calendar tools allow you to confirm appointments, send invites, and automate reminders by email or text, ensuring nothing gets overlooked.

CLIO INTEGRATION

Clio App Integrations

Imagine your firm’s tools all working together seamlessly. With over 200 apps that integrate directly with Clio, it’s easy to connect email, telephony, accounting, advanced document management, and more. As a result, your team can save time, reduce errors, and manage everything in one place.

CUSTOMIZE CLIO

Clio Custom Fields

Clio Custom Fields

Every law firm tracks information differently. In Clio, you can create custom fields for contacts, matters, and firm-specific details. This flexibility allows you to edit, group, and access the data that matters most to your practice — all in one organized system.

CLIO TRAINING

Create Workflows

Workflows are at the heart of Clio training — and also one of the biggest frustrations when they’re set up poorly. Many firms discover too late that bad workflows create more confusion than clarity. That’s why we focus on designing and training your team on workflows that actually work: automated task lists that keep every matter consistent and nothing slipping through the cracks. In addition, our training can include billing, calendars, documents, and reporting — all tailored to your firm’s needs. The result is a confident, efficient team ready to get the most out of Clio.

CLIO INSTALLATION & MIGRATION

Safe & Secure

Moving to Clio is more than just setup — it’s about peace of mind. With complex passwords, multi-factor authentication, and encryption in transit and at rest, your data stays protected. Plus, Clio performs regular backups and daily malware scans, ensuring your information remains safe throughout the migration and beyond.

See Clio in Action

Clio Team Training

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