Why Your Firm Should Use Dialpad SMS Instead of Clio SMS (and how LegalMate makes it seamless)

Text messaging is a vital part of modern client communication. But not all SMS solutions are created equal—especially for law firms that need structure, billing, and visibility. If you're using Clio, you might be tempted to rely on Clio's native SMS capabilities.

However, Dialpad SMS—integrated through LegalMate—offers significant advantages that can transform how your team communicates and bills clients.Here’s why using Dialpad SMS synced to Clio via LegalMate is a game-changer for law firms:

1. Seamless Syncing: From Text to Matter in Seconds

LegalMate’s integration ensures that when a text is sent or received in Dialpad, it’s automatically logged in the Clio Communications tab under the correct contact and matter.Even if no matter exists yet, the message is still synced to the right Clio contact—ensuring nothing is lost or missed. Whether you’re texting leads or existing clients, every message is preserved, organized, and easily traceable in Clio.

2. Full-Text Search: Find Anything Instantly in Clio

Thanks to LegalMate’s integration, your synced SMS messages are fully searchable inside Clio using global search. Whether you're trying to locate a client instruction or a key intake detail, you can pull it up in seconds—without ever leaving Clio.

3. One Number, Many Users: Perfect for Legal Teams

With Dialpad and LegalMate, every team member can have their own SMS line, but you can also assign shared department numbers like:

• intake@
• billing@
• mainline@

This means multiple team members can:

• Text from one consistent number,
• Collaborate efficiently,
• And have all conversations saved automatically to the correct place in Clio.

4. Billable Texting: Automate Your Communication Logs

‍LegalMate’s integration automatically creates a daily communication log in Clio for all SMS activity. These logs reset every day, allowing you to:

• Track communication time easily
• Bill for it transparently
• Ensure every billable moment is accounted for

No more manual logging or lost revenue.

5. Protect Your Privacy: No More Late-Night Client Calls

Dialpad (with LegalMate) keeps your personal phone number private. Instead of using your own line:

• You text from a professional number
• Set business hours
• Enable auto-replies
• Avoid being disturbed after-hours

This helps your firm maintain healthy boundaries and ensures your team stays professional and protected.LegalMate Makes It EffortlessThis powerful integration between Dialpad and Clio is built and maintained by LegalMate—a platform built specifically for modern law firms that want to automate communication while maintaining compliance and billability.

With LegalMate, you don’t need to stitch tools together yourself. Everything is:

• Seamlessly integrated
• Fully automated
• Designed for the unique needs of legal professionals

Final Thoughts

While Clio SMS provides basic messaging features, Dialpad SMS powered by LegalMate unlocks a smarter, more billable, and more professional way to manage client communication.

If your firm wants to grow while maintaining control, compliance, and efficiency—LegalMate’s integration of Dialpad and Clio is the clear winner.

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