AI-Powered Call Summaries for Lawyers: Automatically Sync Your Dialpad Calls to Clio

Tired of writing up every client call after you hang up? Imagine if you never had to manually log a phone call again.

That future is here - with our AI-powered call summary integration between Dialpad and Clio, you can automatically log, summarize, and attach every phone conversation to the right client matter, without lifting a finger.

We've worked with 100's of lawyers and have created the ideal solution that allows you to take your calls on the go and not have to worry about writing or then sending summarized notes to your clients after - we can handle that.

Why Lawyers Are Drowning in Manual Call Notes

If you run or work in a law firm, you know the drill:

• Take a client call.
• Jot down key points (often on paper or a random notes app).
• Log into Clio.
• Find the client matter.
• Add a note or communication entry.
• Try to remember if you billed for it.

It’s inefficient, error-prone, and frankly—it’s not billable time.

The LegalMate Solution: AI Summaries of Your Calls, Synced to Clio

LegalMate’s integration connects your Dialpad calls directly to your Clio. But it doesn’t stop at just logging the call. Here’s what happens behind the scenes:

Step 1: Call Made or Received via Dialpad

You or your staff make or receive a call using Dialpad, as usual.

Step 2: Call Logged Automatically

We (LegalMate) identify the client’s phone number and matches it to the appropriate Clio contact and matter.

Step 3: AI-Generated Summary Created

Our proprietary AI generates a short, structured summary of the call—who called, key discussion points, next steps, and even potential billing notes.

Step 4: Summary Added to Clio Communication Log

The AI summary is pushed into Clio, automatically recorded under the right matter, complete with:

• Timestamp
• Call duration
• Call direction (incoming/outgoing)
• The AI-generated summary
• Optional transcription or call recording link

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Why This Is a Game-Changer for Law Firms

Save Time After Every Call

No more duplicating work. Your call ends, your notes are already in Clio.

Bill More Accurately

Call duration and context are clearly documented—never miss a billable event again.

Create a Better Audit Trail

Every communication is logged automatically. Perfect for compliance and client transparency.

Work Smarter, Not Harder

Let AI handle the admin while you focus on advocacy.

How to Get Started

Getting started with LegalMate’s Dialpad to Clio integration takes less than 30 minutes. We offer white-glove onboarding and can tailor the setup for your firm’s specific workflows.

Book a demo here to see it in action.

Final Takeaway

You didn’t go to law school to spend your days typing up call notes. LegalMate’s AI-powered call summaries for Dialpad + Clio are the easiest way to reclaim your time, tighten your records, and boost your billables.

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