What Can Clio Work Actually Help Firms Do? Legal research is one of those things every firm depends on, but not every firm has the same amount of time, staff, or resources to dedicate to it. That is part of why tools like Clio Work are getting so much attention right now. Quote from our client after seen Clio Work in action: " Wow! Now I can compete with the big guys". At our upcoming 2b1 Inc. + Clio Work Happy Hour in San Francisco, we’ll be talking more about what Clio Work is, how it works, and why it’s worth a closer look for firms that want legal research to feel more practical, more efficient, and more attainable.

Bay Area legal pros: join us April 16, 5-8 PM in San Francisco for a free Clio Work Happy Hour. Network with attorneys, enjoy drinks + finger food, and see how Clio Work can support legal research and case strategy. Learn more: 2b1inc.com/what-firms-s...

#BayAreaLawyers: if you use Clio, are curious about Clio Work, or are looking for a more affordable way to handle legal research, join us for a free happy hour in San Francisco.

We’ll have wine, light bites, and a practical look at Clio Work in action.

Register here: 2b1inc.com/clio-work-ha...

Clio Manage Billing: Your Firm’s Closing Argument - For Partners (Make It Count) Billing is the closing argument your firm makes every month. The work may be brilliant, the results may be strong, but if the invoice is confusing, late, or hard to pay, the “jury” still walks out wit...

Winning the case but struggling to get paid?

That’s not a legal problem.
It’s a billing strategy problem.

Your invoice is your firm’s real closing argument.

If it’s weak, cash flow suffers.

Here’s how Clio Manage helps partners fix that 👇
2b1inc.com/clio-manage-...

#LegalTech #ClioManage

Merging Law Firms Without Setting Your Data on Fire A survival guide for firm mergers, migrations, and everyone who has ever said “how hard could it be?” Law firm mergers are a bit like moving in together after a few great dates. On paper, it makes se...

A law firm merger has three phases:

Excitement

1. Excitement
2. “We’ll figure out the data”
3. 🔥🔥🔥

Skip phase 3. Free 20-page merger playbook inside:
2b1inc.com/merging-law-...

#LegalTech #LawFirmLife #Mergers #LegalIT #LawTwitter

I am excited to present our first webinar about Clio Work! Register here:

clio.zoom.us/webinar/regi...

#Clio #ClioWork #LegalTechnology #LegalTech #AIforLawyers
#LegalAI #LawFirmTechnology #LegalWebinar #FreeWebinar
#LegalResearch #ModernLawFirm #LawPracticeManagement
#FutureOfLaw

2b1inc giving status on microsoft365 outage

In case you’re wondering — Microsoft 365 is still experiencing issues.

Outlook and related services may be intermittently unavailable for some users. Microsoft is aware and working on a fix.
No data loss has been reported.
Updates to follow.

— 2b1 Live Alerts
#Microsoft365 #BusinessContinuity

2b1 Inc introduces Digital Marketing as the third pillar of its law firm strategy, combining client growth through digital marketing, efficient operations with legal technology, and data protection through cybersecurity.

🚀Excited to announce 2b1 Inc’s new Digital Marketing pillar🎉

We now support law firms through 3 pillars:
• Digital Marketing to attract new clients
• Legal Technology to streamline workflows
• Cybersecurity to keep client data confidential

Learn more:
2b1inc.com/2b1inc-appro...

#DigitalMarketing

Today at 2b1 Inc, I may have set a personal record 🏆
I created 213 tasks for 12 Task Lists in civil litigation in Clio Manage.

Long list? Yes.
Long-term chaos? No.

#ClioManage #LegalTech #LawFirmLife #ProcessMatters #CivilLitigation #2b1inc

Part 6: When Keeping Everything Becomes an Ethical Problem — Data Retention in a Cloud Era (Or: Why Your Firm’s Digital Closet Looks Like a Storage Unit on a Reality Show) Law firms love documents. Love them. Cherish them. Treat them like precious artifacts that must never be thrown away, ...

Honest question:
If a file hasn’t been opened in years… why is it still there?

“Just in case” can quietly turn into an ethical risk for law firms in the cloud era.
👇
2b1inc.com/ethical-data...

#LawFirms #LegalEthics #LegalTech #CyberSecurity #DataRetention

Part 5: Cybersecurity Isn’t an IT Problem — It’s a Professional Responsibility (Or: Why Your Password Is One Breach Away From Being Deposed) There was a time when “cybersecurity” meant installing antivirus software and hoping your nephew knew how to reset the router. That time i...

Cybersecurity has become part of a lawyer’s professional responsibility. 🔐⚖️

Client confidentiality now includes secure systems, strong access controls, and preparedness for cyber incidents — not just discretion.

👉 Full article:
2b1inc.com/cybersecurit...

#LegalEthics #Cybersecurity #LawFirms

Part 4: The Enemy Within — Internal Confidentiality Risks You’re Probably Ignoring (Because Your Biggest Data Breach Might Be Wearing Business Casual and Carrying a Firm Badge) When lawyers imagine confidentiality breaches, they picture sinister hackers in dark rooms, typing furiou...

If your “security model” is:
“Everyone has access because it’s easier”…
you don’t have internal confidentiality — you have internal risk.

2b1inc.com/internal-con...

#LegalEthics #LawFirmSecurity #RiskManagement #LegalIT

Happy Holidays from 2b1 🎄

Grateful for our clients and vendors — thank you for the trust and collaboration this year (and for surviving tech moments with us 😄).

The new year is coming…
✨ and we’ve been quietly building something new.

More when the time is right 🎁

#HappyHolidays #2b1

Part 3: Every Vendor Is Now an Extension of Your Ethical Duty (Or: “Sure, Let’s Give This Random App Our Client Files—What Could Possibly Go Wrong?”) Law firms used to run on three tools: A filing cabinet. A phone. And a partner who swore they “didn’t need a co...

Law firms rely on more tech vendors than ever — but choosing a vendor is only step one. Vendor risk is ethical risk.

Learn why oversight matters in our latest post:

2b1inc.com/third-party-...

#LegalTech #Ethics

Part 2: AI Is the New Junior Associate, and It Needs Supervision (Because Nothing Says “Ethics Risk” Like a Robot Writing With Extreme Confidence About a Case That Never Existed) Lawyers have always used tools to work faster. First, it was clerks. Then interns. Th...

AI is enthusiastic — but it might be confidently lying to you. 🤖⚖️
It always has an answer, even when it’s wrong. In legal work, that confidence can hide real risk.

Worth a read
👉 2b1inc.com/ai-ethical-i...

#AIethics #LegalTech #ResponsibleAI

Part 1: The Invisible Ethics Problems Hiding in a Lawyer’s Daily Tech Stack (Or: How Email Became the Most Dangerous Partner in Your Firm) Most lawyers imagine ethical landmines as dramatic moments. A conflict of interest discovered mid-trial. A client unexpectedly switching...

Think your biggest ethics risk is in the courtroom? Nope — it’s in your inbox.🔥📧

Your daily tech stack might be an ethics minefield.
Read before it blows up your firm:

2b1inc.com/part-1-the-i...

#LegalTech #LawFirmLife #EthicsFail

The Pop‑Up That Cried Wolf: A Short, Funny Guide to Scareware (starring one very smart client and 2b1 Inc.) If the internet had a haunted house, scareware would sell the tickets. It flashes red, screams about viruses, and shoves a big shiny “Remove Now” button in your face. Our client walked into that funho...

You know things are bad when your computer starts acting like it wants an Oscar for Best Panic Scene.

A client got hit with a scareware pop-up, and we turned her moment of chaos into a funny guide to help you avoid the same trap.

Read:
2b1inc.com/the-pop%E2%8...

#tech #cybersecurity #2b1inc

AI at the Firm: Strategy beats FOMO (and shiny demos) If your partners are saying “we need AI so we’re not left behind,” you’re asking the wrong first question. Law firms are adopting AI, but not nearly as fast as the hype suggests, and the ones getting ...

Law firms are diving into AI… but are you getting real value or just shiny demos? 🤖✨
I break down how to spot a real AI strategy (and avoid the hype) in my latest post.👇

2b1inc.com/ai-at-the-fi...

#LegalTech #AIForLawyers #FutureOfLaw #2b1Inc

Document Assembly for Lawyers: Give Your Templates a Brain If your drafting routine still includes “NDA_v9_final_FINAL.docx,” you deserve better. Document assembly is the legal world’s version of a high‑end sous‑chef. It preps ingredients, asks smart question...

Still wrestling with “FINAL_final_v3.docx”? 😅
I wrote about how your legal templates can actually get smart — and make drafting way less painful.

Curious? 👇
2b1inc.com/document-ass...

#LegalTech #2b1Inc

Your Cybersecurity Dream Team: EDR, XDR, and MDR Explained (With a Legal Twist) Every law firm knows that a good defense isn’t just about reacting when something goes wrong. It’s about having the right people, tools, and systems in place before the opposing party even files. Cybe...

Your law firm’s “cybersecurity plan” = one password + a prayer? 😅
Meet your real defense team: EDR, XDR & MDR — explained with a legal twist ⚖️💻

2b1inc.com/your-cyberse...

#CyberSecurity #LegalTech #2b1Inc #LawFirmLife

The Tech-Savvy Law Firm: A No-Drama Setup Guide Starting a firm is equal parts courage and checklist. The fastest way to stumble is to improvise your technology as you go. New firms do better when they decide, on day one, what tools they will use t...

Plot twist: your firm launches without a tech meltdown. 🎬

Fewer tabs, zero duct tape, no “who moved my file?” mysteries—just a calmer way to open shop and keep billables flowing.

Start smart 👇
2b1inc.com/the-tech-sav...

#LegalTech #LawFirm #PracticeManagement #LegalOps

So You’re Thinking About Hanging Up the Briefcase: Exit Strategies for Solos and Small Firms When a lawyer retires from a small practice, the decision usually falls into one of three buckets. Some simply close the doors. Others stop taking new matters and keep a small portfolio of legacy clie...

Hanging up the briefcase? Don’t just wind down—sell. Make your firm transferable, and turn it into retirement capital.

Guide ↓
2b1inc.com/so-youre-thi...

#lawfirm #sololawyer #smallfirm #lawfirmmanagement #legalops #successionplanning #lawpreneur

Solo, Not Alone: A Time‑Saving Playbook for One‑Lawyer Law Firms If your firm is a party of one, you know the costume changes. Intake at 9. Operations by noon. Billing after lunch. IT support when the printer gets sassy. Meanwhile, the clock keeps finding ways not ...

Running a one-lawyer firm feels like juggling deadlines, invoices, and phone calls—while still lawyering. ⚖️

You can save time & keep your sanity.
Find out how in this quick, practical read.

2b1inc.com/solo-not-alo...

#ClioCon #ClioManage #SoloLawyer #LegalTech #2b1Inc #WorkSmarter #LawyerLife

Last keynote Richard Susskind talking about “How to Think About AI” his new book. Fascinating talk about future of AI.

#ClioCon #ClioCon2025

ClioCon 2nd day keynote with Esther Perel. Mastering Relationships in Legal Practice.

#ClioCon #ClioCon2025

Clio’s Big Reveal: Work, Manage AI, Grow AI, Draft AI—and a New Enterprise Play Announced October 16, 2025 at ClioCon in Boston, Clio unveiled its Intelligent Legal Work Platform and a dedicated Clio for Enterprise division. The headline: AI now sits at the center of Clio’s suite...

Clio just redefined legal tech at #ClioCon2025 with its new Intelligent Legal Work Platform — featuring Clio Work, Manage AI, Grow AI, Draft AI & Clio for Enterprise. 🚀

See how it’s changing law practice:
🔗 2b1inc.com/clios-big-re...

#ClioCon #ClioCon2025 #2b1Inc #legaltechnology

Time to relax after a Monday filled with new announcements, classes and talking to the exhibitors. Clio After Dark Party. 😀

Clio has set the new standard with the acquisition of vLex and Vincent, integrating AI in all aspects of legal suite of legal software. It is similar to MS Office 365 but for the Legal Software. Now we need to see how it is implemented.
#clicon2025

Clio Library is a centralized collection of court forms and legal document templates in Clio Draft. It lets you store, manage, and auto-fill templates, ensuring quick, consistent document creation with up-to-date, jurisdiction-specific forms.

Clio Library is a centralized collection of court forms and legal document templates in Clio Draft. It lets you store, manage, and auto-fill templates, ensuring quick, consistent document creation with up-to-date, jurisdiction-specific forms.
#cliocon2025

Clio Draft AI helps you quickly generate first drafts of legal documents and contracts using templates and automation. It can auto-fill forms (including court forms), assemble document sets, integrate with Word, and pull data from Clio Manage for consistency.

#cliocon2025