September 2025

Clio: What’s Missing? – Part 3 of 4: Make the Work Move: Task Lists, Matter Stages, and Automated Workflows

2025-09-10T12:51:58-07:00

Law firms don’t run on luck — they run on process. Every matter your firm handles moves through predictable steps. The problem? Too often those steps live only in someone’s head, or scribbled on a sticky note, or buried in a spreadsheet no one checks. That’s where Clio Manage comes in. With tools like Matter Stages, Task Lists, and Automated Workflows, you can turn that messy “mental checklist” into a smooth, repeatable system that keeps your whole team on track. Let’s break down how it works — with real examples.

Clio: What’s Missing? – Part 3 of 4: Make the Work Move: Task Lists, Matter Stages, and Automated Workflows2025-09-10T12:51:58-07:00

The Future of Legal Communication: How RingCentral’s AI is Redefining the Way We Work

2025-09-04T10:59:27-07:00

The legal profession runs on conversations—but keeping track of every detail, action item, and client question is harder than ever. RingCentral’s new AI-powered tools are changing that. From generating call and meeting summaries with assigned tasks to deploying an AI receptionist that can answer client questions in real time, these features don’t just save time—they redefine client service. Want to see it in action? Call 415-284-2221 and ask, “What are 2b1 Inc.’s services?” or “What is 2b1 Care and what can it do for my firm?” You’ll experience firsthand how AI is reshaping communication for modern law firms.

The Future of Legal Communication: How RingCentral’s AI is Redefining the Way We Work2025-09-04T10:59:27-07:00

A 24-Point Cybersecurity Playbook for Law Firms: From Ransomware to Vendor Management

2025-08-30T12:37:00-07:00

Law firm cybersecurity is about much more than antivirus. Today’s firms face threats ranging from ransomware attacks and phishing emails to vendor breaches and data loss risks. Our new Cybersecurity White Paper provides a 24-point playbook for law firm data protection, covering essential safeguards like multi-factor authentication (MFA), data encryption, mobile device management, and incident response planning. Each section gives you a clear definition, the specific problem it addresses, and how the cybersecurity control works to reduce risk. With a built-in quick-start plan and long-term roadmap, this guide helps law firms strengthen client confidentiality, meet compliance expectations, and build resilience against modern cyber threats, step by step.

A 24-Point Cybersecurity Playbook for Law Firms: From Ransomware to Vendor Management2025-08-30T12:37:00-07:00

August 2025

Billable Hour Alternatives: Is It Time to Rethink Time and Expense?

2025-09-04T16:10:10-07:00

As legal technology continues to evolve and clients demand greater value, the traditional billable hour is under scrutiny. Not every task needs to be tracked in six-minute increments especially as AI and automation handle routine work. More law firms are exploring billable hour alternatives, including flat fee billing and hybrid billing models, to better align with client needs and improve efficiency. This post explains how firms can rethink time and expense billing and how modern practice management systems—supported by 2b1 Inc. make the transition seamless.

Billable Hour Alternatives: Is It Time to Rethink Time and Expense?2025-09-04T16:10:10-07:00

Don’t Fall for Spam or Fake Emails: Top 5 Attacks You Should Recognize

2025-08-28T16:13:05-07:00

Email is still the number one way cybercriminals slip past our defenses, not through high-tech hacking but through simple, convincing deceptions. Phishing scams that look like Microsoft alerts, or messages that seem to come from your boss, are designed to make you act fast and think later. In this post, we break down the five most common email attacks you’re likely to encounter, explain why they work, and share practical ways to spot them before they cause real damage.

Don’t Fall for Spam or Fake Emails: Top 5 Attacks You Should Recognize2025-08-28T16:13:05-07:00

From Pilot to Practice: How to Successfully Deploy Lexi in Your Law Firm – Part 5 of 5

2025-09-10T12:49:45-07:00

You’ve met Lexi, explored her capabilities, and learned how to keep her safe. Now it’s time to make her part of the team. In this final post, we walk you through a practical, no-fluff roadmap for deploying an AI agent in your firm—from choosing the right use case to measuring success and scaling with confidence. AI adoption doesn’t need to be disruptive—just deliberate.

From Pilot to Practice: How to Successfully Deploy Lexi in Your Law Firm – Part 5 of 52025-09-10T12:49:45-07:00

Guardrails for Lexi: Keeping Legal AI Agents Safe, Smart, and Accountable – Part 4 of 5

2025-09-10T12:49:21-07:00

AI agents like Lexi bring incredible efficiency to legal work—but without the right guardrails, they can also introduce risk. In this post, we explore how law firms can deploy AI responsibly, with human oversight, secure environments, and continuous feedback. Lexi may be smart, but in legal, safety isn’t optional—it’s essential.

Guardrails for Lexi: Keeping Legal AI Agents Safe, Smart, and Accountable – Part 4 of 52025-09-10T12:49:21-07:00

How It Works: The Mechanics Behind Legal AI Agents – Part 3 of 5

2025-09-10T12:48:57-07:00

So far, we’ve seen what AI agents do. But how do they actually work? In this post, we lift the hood on Lexi—your AI-powered legal teammate—to reveal the mechanics behind her autonomy. From task orchestration to data security, discover how Lexi takes a simple instruction like “review these contracts” and turns it into streamlined, adaptive legal action.

How It Works: The Mechanics Behind Legal AI Agents – Part 3 of 52025-09-10T12:48:57-07:00

Real Work, Real Impact: How AI Agents Are Changing Legal Practice – Part 2 of 5

2025-09-10T12:48:32-07:00

What if your next standout team member wasn’t a human, but a digital assistant named Lexi? In part two of our series, we dive into the real work AI agents are already doing inside law firms—from streamlining client intake to tracking litigation deadlines. These aren’t abstract promises; they’re concrete use cases reshaping daily legal practice. Meet the AI agent who remembers every clause, never misses a deadline, and gives your lawyers back their most valuable asset: time.

Real Work, Real Impact: How AI Agents Are Changing Legal Practice – Part 2 of 52025-09-10T12:48:32-07:00

Meet the AI Agent: Your Next Colleague in Legal Practice – Part 1 of 5

2025-09-10T12:47:57-07:00

AI agents are not just tools—they’re autonomous, goal-driven collaborators. Imagine assigning a junior associate a task and watching it get done instantly, with perfect accuracy and no follow-up. That’s what AI agents bring to the legal field: the ability to understand objectives, execute complex workflows, and even adapt as conditions change. From automating due diligence in M&A deals to monitoring regulatory changes in real time, these intelligent systems are reshaping how law firms operate—boosting productivity, enhancing accuracy, and freeing up attorneys to focus on what really matters. This isn’t the future. It’s already happening. The AI agent isn’t coming. It’s already here.

Meet the AI Agent: Your Next Colleague in Legal Practice – Part 1 of 52025-09-10T12:47:57-07:00
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