Clio to RingCentral Integration: A Smarter Way to Connect Your Calls with LegalMate

Law firms using Clio rely on efficient communication systems. Many firms use RingCentral for their calls, but connecting those conversations to Clio hasn’t always been easy.

Until now, most Clio to RingCentral integrations have been basic — they log calls but don’t capture the detail or context that lawyers need to work efficiently. That’s why we built LegalMate’s Clio ↔ RingCentral integration: a more complete, AI-powered way to connect your calls to your matters.

Why RingCentral + Clio?

Clio is the most widely used cloud-based practice management system for law firms. RingCentral is a trusted VoIP provider used by thousands of firms for daily communication.

Together, they can help you:

• Keep all client call records inside Clio.
• Capture accurate billable time from phone calls.
• Store transcripts and summaries for easy case reference.

But to truly get value, you need an integration that goes beyond the basics.

The Limitation with the Existing Clio x RingCentral Integrations

Traditional integrations have a few common issues:

• They only log calls without details.
• They don’t help you remember what was said.
• You still end up doing manual data entry to track billable time.

The result? Lost context, missed billable hours, and more admin work for your team.

LegalMate’s Smarter RingCentral x Clio Integration

We reimagined how Clio and RingCentral should work together. Instead of just tracking a call, our integration uses our AI automation to capture everything you need for your casework.

Here’s what happens automatically:

1. Call Logging into Clio
   • Every incoming and outgoing RingCentral call is instantly logged in Clio.
2. AI-Generated Call Summaries & Transcripts
   • Calls are automatically transcribed.
   • Summaries are created by AI and attached to the matter for quick review.
3. Automatic Time Entries
   • Each call is converted into a time entry in Clio — ensuring you never miss billable hours.
4. Matter Matching
   • Calls are linked to the correct Clio matter, so your records stay organized.
5. Custom AI Prompts for Follow-Ups
   • Need to send a client update? Generate a draft follow-up directly from the call summary.

Why LegalMate is Different

Unlike generic marketplace connectors, LegalMate is purpose-built for law firms:

• Complete automation: from call to summary to time entry.
• AI-driven productivity: no more manual notes or forgotten details.
• Seamless Clio integration: built specifically for Clio users.

This means you capture every billable minute, keep every detail, and save hours of administrative work.

Getting Started

1. Connect RingCentral to LegalMate.
2. Authorize the Clio integration.
3. Calls, transcripts, summaries, and time entries begin flowing automatically into your Clio account.

Setup is quick and easy — no complex configuration required.

Future-Proof Your Firm’s Communication

Basic call logging is no longer enough. With LegalMate’s RingCentral ↔ Clio integration, you get AI-powered transcription, instant summaries, and automatic time capture — designed to give law firms the complete picture of every client call.

👉 Book a demo today to see how LegalMate can transform your firm’s RingCentral + Clio workflow.

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