Frustrated with Ion8? Here’s a Simpler Way to Automate Your Law Firm’s Admin

If you’ve recently tried to set up the new Dialpad integration with Clio, you might be wondering:

“Why is this so frustrating?”

You’re not imagining it.

What used to be a built-in Clio integration (quietly powered by Ion8) has now been deprecated. The replacement? A new version — also built by Ion8 — that requires you to sign up directly with them.

Here’s what law firms are running into:

• Confusing signup process
• Bugs and broken links
• Features that don’t work as advertised
• Unhelpful or slow support
• A “free” version with almost no functionality
• A paid version that requires you to use a separate dialer widget

If that’s been your experience, you’re not alone - and you do have another option.

What Ion8 Promises vs. What Actually Happens

Ion8 advertises some impressive features: AI call summaries, transcripts sent to Clio, automatic time entries, billing logs, and smart matter matching.

But based on what firms are telling us, here’s what actually happens:

• Transcripts aren’t showing up in Clio. You have to log in to Ion8’s dashboard to see them — and even then, they’re often partial.
• AI features only work if you use Ion8’s widget. You can’t just use your Dialpad or RingCentral app. You’re stuck with a pop-up dialer.
• Billing entries are vague and limited. Time is often misattributed, and descriptions aren’t detailed — which makes cleanup a chore.
• Matter assignments are rigid. Ion8 doesn’t adapt to your Clio setup, so calls often go unlinked or are misassigned.
• Text messages flood your Clio account. Every SMS shows up as a separate communication — turning a short conversation into a scroll-fest.
• There’s no real AI follow-up. No auto-generated summaries, no follow-up emails, no smart task suggestions — just a log of what happened.

We are being told it adds up to more admin work - not less.

Use Dialpad or RingCentral Natively with LegalMate - No Popups, No Workarounds

LegalMate connects behind the scenes. Use your existing phone app - no extensions, no separate dialer, no retraining your team.

Real AI Features That Save Time

• Call summaries
• Follow-up emails (in your voice)
• Smart time entries with context
• Action items
• Matter notes

All optional. All editable. All actually useful.

Smarter Time Entries That Reflect Real Work

LegalMate knows which users are billable and logs time accordingly - with AI-generated descriptions that actually reflect the call content.

Matter Matching That Just Works

If a contact has an open matter in Clio, LegalMate links the call. No need to assign things manually later. And you can customize the rules to fit how your firm works.

SMS Threads That Stay Organized

Texting a client doesn’t need to create a mess in Clio. We group messages into one clear thread — so you can keep the conversation in context.

Full Control Over Automation

Only want time entries, but not summaries? Want follow-up emails for some calls, but not all? You’re in control. LegalMate adapts to your workflow — not the other way around.

No Surprises. Just Seamless Automation.

We’re not trying to wow you with widgets or overpromise on “AI.” We focus on making admin invisible - so you and your team can focus on clients.

And if you’re switching from Ion8? We’ll take care of the migration. Most firms are up and running in a day - no downtime.

Tired of Ion8’s empty promises?

Let’s get your firm running with automation that works.