September 2025

Clio What’s missing? Part 4 of 4 — Turn Data into Documents: Merge Fields, Letters, and Proofs in Minutes

2025-09-10T12:52:54-07:00

Picture this: you’re on your third cup of coffee, staring at a pleading, and retyping “John Q. Client” for the fifteenth time today. Your keyboard is sighing, your paralegal is giving you side-eye, and somewhere in the distance you hear the faint weeping of billable hours slipping away. Here’s the truth: if your facts already live in Clio, you shouldn’t be retyping them like a 90s intern stuck in WordPerfect purgatory. Document automation is your escape hatch—the button that turns all that neatly stored client and matter data into polished letters, proofs, and agreements in minutes.

Clio What’s missing? Part 4 of 4 — Turn Data into Documents: Merge Fields, Letters, and Proofs in Minutes2025-09-10T12:52:54-07:00

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

Clio: What’s Missing? – Part 2 of 4: Custom Fields: Power or Pain?

2025-09-10T12:50:51-07:00

Ask any lawyer: every word and every detail matters. In court, the difference between “incident” and “accident” can change the outcome. In Clio, the way you define your fields can power automation, cleaner data, better reports, and fewer “Hey, did we get this?” emails. Out of the box, Clio has a solid set of standard fields. What it doesn’t come with is your process, your terminology, or your firm’s way of working. That’s where Custom Fields bridge the gap. Done well, they become the backbone of a smoother, smarter system. We’ll show you what that looks like in practice.

Clio: What’s Missing? – Part 2 of 4: Custom Fields: Power or Pain?2025-09-10T12:50:51-07:00

Clio: What’s Missing? – Part 1 of 4: Are You Saving on Setup, or Losing on Efficiency?

2025-09-10T12:50:27-07:00

Most firms think they’ve adopted Clio, but in reality they’ve parked it at the basics — Calendar, Contacts, Matters, and Billing. That’s running enterprise software like it’s a spreadsheet. In truth, they’re only using about 20% of its capacity, leaving the real engine untouched. The fix isn’t adoption. It’s smarter configuration. We’ll show you how to unlock the other 80%.

Clio: What’s Missing? – Part 1 of 4: Are You Saving on Setup, or Losing on Efficiency?2025-09-10T12:50:27-07:00

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

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