Your Voice, AI Notes,
Perfect Bills.

LegalMate turns your Dialpad calls into detailed Clio records - with AI summaries, time entries, and searchable transcripts.
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Join the law firms billing more calls with AI

"I am easily billing two to three hours more per month with LegalMate.
It has drastically increased the profitability of my firm."

Ryan Pech

Ryan M. Pech, P.C.
Attorney at Law

Transcript & AI summary

Every call, transcribed instantly.
  

AI-written call summaries, no typing required.

Search any past conversation in seconds.

Your call record, built for protection.

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Automatic time entries with
AI description

Whether you're on the go or at your desk, LegalMate tracks your time and writes the Clio time entry for you. More time captured and more revenue earned, without changing how you work.

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AI Notes, Tailored to Legal Work

LegalMate gives you clean, structured summaries and notes after every call with issues clearly outlines and next steps captured. It's like having a sharp assistant who knows your case load and speaks your languages

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Sync all your text messages from Dialpad to Clio

No more lost client texts - sync every message.

Full text threads are auto-logged.

Timestamps and sender info included.

All messages are filed to the right matter.

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How it works

Call Transcript from
AI Generated Notes in
✨ Call Summarization
✨ Automated Time Entry
✨ Text Message Sync
BENEFITS

Why choose LegalMate?

Never take notes again
Your calls are automatically transcribed and summarized–so you can stay present, not play catch-up.
Always know where to find what was said
No more scrolling, searching, or guessing. Every call and text is filed automatically in Clio.
Stop losing billable time
Every minute on the phone is tracked and logged to Clio, with an AI-written entry, so you actually get paid for it.
Protected without even thinking about it
He said/she said? You’ve got the receipts. Clear records, built-in compliance, zero effort.

As a Certified Clio Partner, our technology integrates seamlessly with Clio.

CUSTOMER STORIES

Don’t just take our word for it...

Hear from world class firms on how LegalMate has become integral to their practice
"This integration was a game-changer for our firm. Everything is organized. It's like having an extra team member focused on making our operations seamless"
Conti Moore
Managing Partner
Conti Moore Law
"LegalMate lets me take calls from anywhere, auto-summarizes them into Clio, logs my time and creates notes, saving me time and yes, I'm making more money"
Jeffrey Forte
Founding Member & Partner
Forte Law Group LLC
FREQUENTLY ASKED QUESTIONS

Your questions, answered.

Do I have to set it up myself?

No, you do not. We've designed our integration to be implemented within your firm seamlessly and effortlessly. Once we set it up together, there should be little to no management required going forward.

How long does it take to set up?

Only a few minutes! We'll book a 30 minute call to answer any questions and provide a demo. Once it's turned on you won't need to do anything else.

What type of Dialpad plan do I need?

You will need to be on pro plan for Dialpad.

What data gets transferred from Dialpad to Clio Manage?

The data transferred will include your call transcript, AI summary, AI generated notes, call link to your Dialpad call, two sync of your text messages in Dialpad and ability to create a time entry with AI description.

Can I add my own AI prompt for the AI summary to refine the summary more specifically for my firm?

A prompt is a message you will send to the AI system letting it know to create an AI summary. You can add additional context to that message for your own firm. Please contact us to add this additional prompt.