Integrates with
& more
Helped over 100+ law firms
LegalMate intelligently captures and analyzes your calls, texts, and emails so you can search for what was said, quickly get up to speed on a case, and get work done faster.
Integrates with
& more
Helped over 100+ law firms
Helped over 100+ law firms
LegalMate captures and analyzes your calls, texts, and emails so you can search for what was said, quickly get up to speed on a case, and get work done faster.
LegalMate captures and analyzes your calls, texts, and emails so you can search for what was said, quickly get up to speed on a case, and get work done faster.
Join the law firms billing more calls with AI:
Join the law firms billing more calls with AI:
Join the law firms billing more calls with AI:
Who we are
Calls, emails, and texts become searchable knowledge, accurate time entries, summaries, and the next steps your team shouldn't miss.
Average additional billing per firm per year
Reduction in follow-up work
More efficient across the firm
Who we are
Calls, emails, and texts become searchable knowledge, accurate time entries, summaries, and the next steps your team shouldn't miss.
Average additional billing per firm per year
Reduction in follow-up work
More efficient across the firm
Who we are
Calls, emails, and texts become searchable knowledge, accurate time entries, summaries, and the next steps your team shouldn't miss.
Average additional billing per firm per year
Reduction in follow-up work
More efficient across the firm
Features
Automatic, AI-powered, and built for legal work. Capture every call and email on Dialpad, RingCentral, Quo, or your inbox - without changing how you work.
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AI Summaries & Notes
Calls and emails are automatically captured and turned into accurate summaries and structured notes, synced to your CMS (like Clio or Filevine).
Personal AI Agent
Ask LegalMate anything across your calls and emails, "catch me up on client X" or "what did I promise them", and get a real answer, instantly.
Time Entries
Billable time is created automatically from your calls and emails, with a real description of what happened - ready to bill.
Matter Matching
Every call and email is matched to the right client and matter in Clio automatically - no manual filing, no guesswork.
Book a free call
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Calls and emails are automatically captured and turned into accurate summaries and structured notes, synced to your CMS (like Clio or Filevine).
Book a free call
01
02
03
04
AI Summaries & Notes
Calls and emails are automatically captured and turned into accurate summaries and structured notes, synced to your CMS (like Clio or Filevine).
Personal AI Agent
Ask LegalMate anything across your calls and emails, "catch me up on client X" or "what did I promise them", and get a real answer, instantly.
Time Entries
Billable time is created automatically from your calls and emails, with a real description of what happened - ready to bill.
Matter Matching
Every call and email is matched to the right client and matter in Clio automatically - no manual filing, no guesswork.
Book a free call
Ryan M. Pech, P.C.
Attorney at Law
Ryan M. Pech, P.C.
Attorney at Law
Ryan M. Pech, P.C.
Attorney at Law
Client Intelligence
Before a call, after it, or across the whole firm — the answer is already grounded in the transcript.
Catch me up on this client
Catch me up on this client
Grounded in the actual transcript, ready to send in seconds
Grounded in the actual transcript, ready to send in seconds
Draft a follow-up email
Draft a follow-up email
Pulled from the transcript, personalized and ready to send.
Pulled from the transcript, personalized and ready to send.
Find calls mentioning the custody hearing
Find calls mentioning the custody hearing
Searches every transcript instantly. No scrolling through notes.
Searches every transcript instantly. No scrolling through notes.
How we work
You keep working exactly how you already do. LegalMate works underneath it - writing the summary, logging the time, and keeping it all organized in one place.
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It Captures
Automatic
LegalMate doesn't add steps, it removes them. Every call and email is captured automatically. No manual work, no missed details. It's all there waiting for you.
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Assessment
Automatic
LegalMate doesn't add steps, it removes them. Every call and email is captured automatically. No manual work, no missed details. It's all there waiting for you.
02
It Understands
Instant
Summaries, notes, and time entries are written for you. Post-call emails and to-dos are already drafted. You're never starting from a blank page.
03
Everyone's In the Loop
Always
Whether it's your assistant or a partner jumping into a case, firm-wide access to calls, emails, and transcripts means no one's ever out of the loop.
Customers
Hear from world class firms on how LegalMate has become integral to their practice.
Conti Moore · Managing Director
Jeffrey Forte · Founding Member & Partner
Devon Slovensky · Founder
Customers
Hear from world class firms on how LegalMate has become integral to their practice.
Conti Moore · Managing Director
Jeffrey Forte · Founding Member & Partner
Devon Slovensky · Founder
Customers
Hear from world class firms on how LegalMate has become integral to their practice.
Conti Moore · Managing Director
Jeffrey Forte · Founding Member & Partner
Devon Slovensky · Founder
FAQ
Everything you need to know about working with us. Still have questions? Book a free call and we'll walk you through it.
What is LegalMate?
LegalMate is software that automatically captures law firm calls and texts, and logs them into Clio with transcripts, summaries, time entries, and matter matching - all without anyone at the firm doing anything differently. Emails are also captured and searchable within LegalMate, so nothing falls through the cracks, even though they aren't synced into Clio directly. Video calls (Zoom, Google Meet, and more) are coming soon.
How does LegalMate work with Clio?
LegalMate connects your phone system (Dialpad, RingCentral, or Quo) and your Microsoft 365 email to Clio. Every call, text, and email is automatically matched to the right contact and matter, then logged into Clio as a time entry, communication record, and note. Clio stays your system of record, LegalMate just makes sure it's always up to date.
How do I automatically log calls into Clio?
Connect your VoIP provider (Dialpad, RingCentral, or Quo) to LegalMate. Once set up, every call is automatically transcribed, summarized, matched to the correct matter, and logged into Clio as a time entry and note, no manual entry required.
Does LegalMate work with email?
Yes. LegalMate connects to Microsoft 365, so emails are surfaced alongside calls and texts. You can ask the LegalMate AI agent questions across both, for example, "catch me up on today," and get a summary spanning your calls and emails, not just one channel. Note: emails are accessible within LegalMate but are not synced into Clio, only calls and texts are.
What VoIP systems does LegalMate integrate with?
LegalMate integrates with Dialpad, RingCentral, Quo and Zoom phone coming soon.
How does LegalMate capture billable time from phone calls?
Every call is automatically transcribed and summarized, then turned into a Clio time entry with a written description of what was discussed, down to the minute. Attorneys stop losing billable time to calls that never got logged.
Is my data secure with LegalMate?
Yes. LegalMate uses zero data retention on its AI models, meaning none of your call, text, or email data is used to train AI systems and saved in the databases for AI systems. LegalMate is also a Certified Clio Partner and undergoes regular security reviews by Clio’s teams.
FAQ
Everything you need to know about working with us. Still have questions? Book a free call and we'll walk you through it.
What is LegalMate?
LegalMate is software that automatically captures law firm calls and texts, and logs them into Clio with transcripts, summaries, time entries, and matter matching - all without anyone at the firm doing anything differently. Emails are also captured and searchable within LegalMate, so nothing falls through the cracks, even though they aren't synced into Clio directly. Video calls (Zoom, Google Meet, and more) are coming soon.
How does LegalMate work with Clio?
LegalMate connects your phone system (Dialpad, RingCentral, or Quo) and your Microsoft 365 email to Clio. Every call, text, and email is automatically matched to the right contact and matter, then logged into Clio as a time entry, communication record, and note. Clio stays your system of record, LegalMate just makes sure it's always up to date.
How do I automatically log calls into Clio?
Connect your VoIP provider (Dialpad, RingCentral, or Quo) to LegalMate. Once set up, every call is automatically transcribed, summarized, matched to the correct matter, and logged into Clio as a time entry and note, no manual entry required.
Does LegalMate work with email?
Yes. LegalMate connects to Microsoft 365, so emails are surfaced alongside calls and texts. You can ask the LegalMate AI agent questions across both, for example, "catch me up on today," and get a summary spanning your calls and emails, not just one channel. Note: emails are accessible within LegalMate but are not synced into Clio, only calls and texts are.
What VoIP systems does LegalMate integrate with?
LegalMate integrates with Dialpad, RingCentral, Quo and Zoom phone coming soon.
How does LegalMate capture billable time from phone calls?
Every call is automatically transcribed and summarized, then turned into a Clio time entry with a written description of what was discussed, down to the minute. Attorneys stop losing billable time to calls that never got logged.
Is my data secure with LegalMate?
Yes. LegalMate uses zero data retention on its AI models, meaning none of your call, text, or email data is used to train AI systems and saved in the databases for AI systems. LegalMate is also a Certified Clio Partner and undergoes regular security reviews by Clio’s teams.
FAQ
Everything you need to know about working with us. Still have questions? Book a free call and we'll walk you through it.
What is LegalMate?
LegalMate is software that automatically captures law firm calls and texts, and logs them into Clio with transcripts, summaries, time entries, and matter matching - all without anyone at the firm doing anything differently. Emails are also captured and searchable within LegalMate, so nothing falls through the cracks, even though they aren't synced into Clio directly. Video calls (Zoom, Google Meet, and more) are coming soon.
How does LegalMate work with Clio?
LegalMate connects your phone system (Dialpad, RingCentral, or Quo) and your Microsoft 365 email to Clio. Every call, text, and email is automatically matched to the right contact and matter, then logged into Clio as a time entry, communication record, and note. Clio stays your system of record, LegalMate just makes sure it's always up to date.
How do I automatically log calls into Clio?
Connect your VoIP provider (Dialpad, RingCentral, or Quo) to LegalMate. Once set up, every call is automatically transcribed, summarized, matched to the correct matter, and logged into Clio as a time entry and note, no manual entry required.
Does LegalMate work with email?
Yes. LegalMate connects to Microsoft 365, so emails are surfaced alongside calls and texts. You can ask the LegalMate AI agent questions across both, for example, "catch me up on today," and get a summary spanning your calls and emails, not just one channel. Note: emails are accessible within LegalMate but are not synced into Clio, only calls and texts are.
What VoIP systems does LegalMate integrate with?
LegalMate integrates with Dialpad, RingCentral, Quo and Zoom phone coming soon.
How does LegalMate capture billable time from phone calls?
Every call is automatically transcribed and summarized, then turned into a Clio time entry with a written description of what was discussed, down to the minute. Attorneys stop losing billable time to calls that never got logged.
Is my data secure with LegalMate?
Yes. LegalMate uses zero data retention on its AI models, meaning none of your call, text, or email data is used to train AI systems and saved in the databases for AI systems. LegalMate is also a Certified Clio Partner and undergoes regular security reviews by Clio’s teams.
Helped over 100+ law firms
Book a quick 20 minute call with us today and see LegalMate live.
Helped over 100+ law firms
Book a quick 20 minute call with us today and see LegalMate live.
Helped over 100+ law firms
Book a quick 20 minute call with us today and see LegalMate live.