Solutions Archives

A current list of 2b1 software and solutions offered.

Clio Workflows Training

$999.00
Clio Workflows Training:

What is a Clio Workflow and what is it for?

Creating Clio Workflows

Implementing Workflows

Editing workflows

Testing workflows
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Clio Templates Training

$999.00
Amicus Attorney Template Training will cover the following topics:

Setting up Clio for document assembly.

Understanding and managing the template library structure.

Creating a new template

Adding merge fields

Editing a template

Testing
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Clio Training Custom Fields And Field Sets

$1,250.00
Master the following Clio features and be unstoppable! Create new custom fields and field sets.

Create and edit custom fields

Create custom field sets

Positioning custom fields

Clio custom fields options

Adding custom fields and field sets on matters
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Clio Training for Administrator

$999.00
Learn to make your Admin job easier by mastering the following in Clio: Create new Amicus Attorney files

Create new Matters

Manage users

Firm preferences

Security

Microsoft 365 link

Billing setup

Firm Reports
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Clio Training For Time Keepers – Part of the Clio Training Series

$599.00
With the Time Keeper Clio Training package you will learn more in depth to make the most out of the following features:

Navigation of Manage interface

Calendar

Tasks

People

Matters

How to enter time entries and expenses from different part of Clio

Activities Module- Time Sheets and Expenses
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New Employee Training Package: Part of Amicus Attorney Training Series

$500.00
With the New Employee training package you will learn to make the most out of the following features in Amicus Attorney:

Navigation of Amicus Attorney interface + toolbar

Calendar

Tasks

People

Files

Time Sheets

Communications

Notes
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Amicus Attorney Precedents Training

$1,250.00
Amicus Attorney Precedents Training:

What is an Amicus Attorney Precedent and what are they for?

Creating Amicus Attorney Precedents

Implementing precedents

Using variables in precedents titles

Editing precedents

Testing precedents
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Amicus Attorney Templates Training

$999.00
Amicus Attorney Template Training will cover the following topics:

Setting up Amicus Attorney for document assembly.

Setting up MS Word for Amicus Attorney document assembly.

Understanding and managing the template library structure.

Creating a new template

Adding merge fields

Editing a template

Using multiple people

Testing
Add to cart Details
Amicus Attorney Custom Fields & Records Training

$999.00
Master the following Amicus Attorney features and be unstoppable! Create new custom pages and records

Create custom pages and fields

Type of custom fields

Positioning custom fields

Amicus Attorney custom fields options

Custom elements and separators

Custom Records – Why and When to use, Creating Amicus Attorney Custom Records.
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Amicus Attorney Administrator Training

$600.00
Learn to make your Admin job easier by mastering the following in Amicus Attorney: Create new Amicus Attorney files

User management

Firm settings

Security Profiles

Microsoft 365 link

Amicus Attorney Database Backup

Firm Reports

Access Users’ Amicus Attorney Offices
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Amicus Attorney Training for Time Keepers

$600.00
Learn how to master the following Amicus Attorney features:

Navigation of Amicus Attorney interface + toolbar

Calendar advanced features

Tasks

People

Files

Time Sheets

Communications

Notes

Advanced searches

Date calculator

Timer
Add to cart Details
Clio Training For New Employees

$599.00
With the New Employee Clio Training package you will learn to make the most out of the following features:

Navigation of Manage interface

Calendar

Tasks

People

Matters

Activities - Time Sheets and Expenses
Add to cart Details