How Forte Law Group Became 2x More Efficient Using LegalMate to Automate Call Logging
Ali Zahid
August 21, 2023
At Forte Law Group, every client phone call is a meaningful step in advancing a child's special education rights for the families we serve. We believe that every detail counts and we're all about precision, passion, and purpose.That's why we've partnered with LegalMate, an advanced legal technology that seamlessly integrates with our firm's existing legal systems, Clio and Dialpad, enhancing our ability to serve with speed, accuracy, and compassion.
Here's how LegalMate supports our mission and core values:
Every call is automatically summarized and linked to your child's case—so no detail is ever missed.Smart summaries turn into immediate next steps, ensuring swift, organized follow-through.
Our intake process is sharper, allowing us to respond quickly and effectively when you reach out.Real-time coaching tools help us deliver consistent, high-quality service from the very first call.
I partnered with LegalMate to ensure we capture every moment that can make a difference in a child's future."— Attorney Jeffrey Forte | Forte Law Group LLC
At Forte Law Group, we continually invest in the best tools and practices to deliver child-centered, results-driven advocacy. With LegalMate in place, every call is a reflection of our commitment to excellence—for your child, your family, and your future.
Attorney Jeffrey Forte from Forte Law Group runs a high-touch practice. His team is constantly on the phone - with clients, experts, and school board attorneys. That’s great for service, but it can be hard for admin. Calls weren’t being tracked properly always. Time entries were falling through the cracks. And because many conversations happened on personal cell phones, important billable time was getting lost.
Jeff also wanted to improve how his intake team handled potential clients—but he had no easy way to review intake calls or give feedback.
“We’re very heavy on phone calls. And if I’m not documenting those properly, I’m leaving money on the table.”
Jeff plugged LegalMate into his existing setup on Clio and Dialpad and let the automation do its thing.
LegalMate technology now tracks calls, generates smart summaries, and logs time entries directly to the right Clio matters. No more manual notes. No more “Did I log that call and bill for it?” moments.
“The plug-and-play functionality, the AI summary, the billing - it’s insane how little effort it takes.”
Plus, every call is recorded and searchable. That means Jeff can coach his intake specialist using real examples - and know he’s covered if there’s ever a dispute with a client.
With LegalMate handling the busywork, Forte Law Group saw immediate and impactful wins, leading his firm to become 2x more efficient, and:
“I’m making more money - not because I raised rates, but because I’m actually capturing everything I do.”
If your firm uses Clio and Dialpad and you’re still logging calls manually, it’s time for a better way. LegalMate automates the admin you don’t have time for - no extra tabs, no complicated setup.
