What We Do
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.
1. Find Your Perfect Fit
Looking for practice management software? We’ve got you covered. Legal software isn’t a one-size-fits-all solution, and 2b1 Inc. partners with leading providers we’ve tested firsthand. Our experts will guide you toward the right choice, saving you time, money, and endless trial and error. Let us match you with software that fits your firm today.
2. Make it Yours
Got challenges? We’ve got solutions. Once you select your legal software, we help tailor it with custom fields, templates, and workflows built around your practice. Automate repetitive tasks, reduce errors, and free up your team’s time. With 2b1 Inc., your software becomes a tool that adapts to you—helping your practice run smarter, faster, and with less stress every day.
3. Power Up Your Team
With the right tools in place, it’s time to make your team unstoppable. Our 1-on-1 training blends expert guidance with hands-on practice, so staff learn faster and retain more. From onboarding new hires to upskilling veterans, we ensure your team is confident, consistent, and ready to put software to work. With 2b1 Inc., training becomes an investment that pays dividends daily.
4. Protect it All
Your software is only as strong as its defenses—and so is your practice. 2b1 Inc. secures your systems with full cybersecurity and disaster recovery, guarding sensitive client data against breaches, downtime, and costly setbacks. We monitor, defend, and prepare so you never face disruption alone. With peace of mind built in, you can focus on clients while we protect what matters most.
Proud certified partners and providers of:
Clio
MyCase
Amicus Attorney
RingCentral
CARET Legal
CenterBase
Action Step
Advanced capabilities
& Ease of use – for anyone. You deserve to make the most of your software. Our team will help you customize your system and unlock advanced capabilities, so your efforts can go toward what counts most for you: your clients.
Cybersecurity solutions
Introducing our all-in-one security service: 2b1 Care. It’s more important than ever to safeguard your legal practice against data breaches, cyberattacks, and viruses. We have advanced tools to give you the most up-to-date security solutions, so your clients’ and practice’s data is safe.
Make your software work for you in 3 easy steps.
Unbiased expertise
We’re not here to sell one software. We work with dozens of software packages, vendors, and systems so we can point you in the right direction for your practice. We know that different specialties and firm sizes mean different practice management needs. If you don’t know where to start, check out our Software Starter Quiz or get in touch.
Bespoke solutions
Go beyond software customization. 2b1 Inc. believes in empowering our clients to best understand and use top software and cybersecurity tools. Software is our business, but we make it human. 2b1 Inc. offers bespoke IT management, 1-on-1 trainings, and customized cybersecurity packages so that your systems work for you.
