Heading to ClioCon Oct 26-27?
Meet LegalMate in Boston
Heading to ClioCon Oct 26-27?
Meet LegalMate in Boston
Heading to ClioCon Oct 26-27?
Meet LegalMate in Boston
Heading to ClioCon Oct 26-27?
Meet LegalMate in Boston
Heading to ClioCon Oct 26-27?
Meet LegalMate in Boston
Heading to ClioCon Oct 26-27?
Meet LegalMate in Boston
Clio Duo vs LegalMate for Clio and Filevine firms
Clio Duo works the file. LegalMate hears the call.
Clio Duo, now the AI features in Clio Manage, summarizes matters and drafts client updates and bills from what is already in Clio. LegalMate turns every call and text on RingCentral, Dialpad, Zoom Phone or Quo into a transcript, an AI summary, a matched matter, a detailed time entry and a follow-up task in Clio or Filevine.
20 minutes. We walk through the unbilled-time math for your firm.
Integrates with
& more
Join the law firms billing more calls with AI:
Clio Duo vs LegalMate for Clio and Filevine firms
Clio Duo works the file. LegalMate hears the call.
Clio Duo, now the AI features in Clio Manage, summarizes matters and drafts client updates and bills from what is already in Clio. LegalMate turns every call and text on RingCentral, Dialpad, Zoom Phone or Quo into a transcript, an AI summary, a matched matter, a detailed time entry and a follow-up task in Clio or Filevine.
20 minutes. We walk through the unbilled-time math for your firm.
Integrates with
& more
Join the law firms billing more calls with AI:
Clio Duo vs LegalMate for Clio and Filevine firms
Clio Duo works the file. LegalMate hears the call.
Clio Duo, now the AI features in Clio Manage, summarizes matters and drafts client updates and bills from what is already in Clio. LegalMate turns every call and text on RingCentral, Dialpad, Zoom Phone or Quo into a transcript, an AI summary, a matched matter, a detailed time entry and a follow-up task in Clio or Filevine.
20 minutes. We walk through the unbilled-time math for your firm.
Integrates with
& more
Join the law firms billing more calls with AI:
Why LegalMate
What Clio Duo cannot hear.
Clio Duo, now the AI built into Clio Manage, works on what is already in Clio: documents, deadlines, bills, tasks and logged communications. LegalMate is communication intelligence for the phone system you already use, into Clio and Filevine.
The call has to be in Clio before Clio’s AI can use it.
Clio’s AI reads your communications logs, activities, calendar, tasks, notes, bills and documents, and its AI Actions can suggest a time entry for a communication that was logged without one. A phone log in Clio Manage is still typed by hand; Clio Mobile auto-logs the duration of outbound calls placed from the app. LegalMate puts the call in Clio first: transcript, AI summary, matched matter and a detailed time entry, from the desk phone or softphone the attorney already uses.
Intake calls get an agent. Client calls get a log.
Grow AI’s voice agent answers inbound calls when your team is unavailable, screens the lead and keeps a transcript and summary of that call. The calls your attorneys and staff take all day on RingCentral, Dialpad, Zoom Phone or Quo, with existing clients, opposing counsel and the court, are not transcribed or summarized by Clio. LegalMate records those as transcripts and daily text threads on the matter and classifies each call so the intake details land on the file.
Nothing to install. Nothing to log twice.
LegalMate connects to your phone system and to Clio or Filevine once, at the firm level. Every call then lands in Clio as a communication, a draft time entry and a task, so Clio’s catch-up summaries, AI Actions and draft bills include the phone. Your email is searched and surfaced by the LegalMate agent, and you can ask Claude, ChatGPT or Microsoft Copilot about your firm’s calls through the LegalMate MCP connector. Clio’s AI answers questions inside Clio Manage and documents no connector for outside assistants.
Why LegalMate
What Clio Duo cannot hear.
Clio Duo, now the AI built into Clio Manage, works on what is already in Clio: documents, deadlines, bills, tasks and logged communications. LegalMate is communication intelligence for the phone system you already use, into Clio and Filevine.
The call has to be in Clio before Clio’s AI can use it.
Clio’s AI reads your communications logs, activities, calendar, tasks, notes, bills and documents, and its AI Actions can suggest a time entry for a communication that was logged without one. A phone log in Clio Manage is still typed by hand; Clio Mobile auto-logs the duration of outbound calls placed from the app. LegalMate puts the call in Clio first: transcript, AI summary, matched matter and a detailed time entry, from the desk phone or softphone the attorney already uses.
Intake calls get an agent. Client calls get a log.
Grow AI’s voice agent answers inbound calls when your team is unavailable, screens the lead and keeps a transcript and summary of that call. The calls your attorneys and staff take all day on RingCentral, Dialpad, Zoom Phone or Quo, with existing clients, opposing counsel and the court, are not transcribed or summarized by Clio. LegalMate records those as transcripts and daily text threads on the matter and classifies each call so the intake details land on the file.
Nothing to install. Nothing to log twice.
LegalMate connects to your phone system and to Clio or Filevine once, at the firm level. Every call then lands in Clio as a communication, a draft time entry and a task, so Clio’s catch-up summaries, AI Actions and draft bills include the phone. Your email is searched and surfaced by the LegalMate agent, and you can ask Claude, ChatGPT or Microsoft Copilot about your firm’s calls through the LegalMate MCP connector. Clio’s AI answers questions inside Clio Manage and documents no connector for outside assistants.
Why LegalMate
What Clio Duo cannot hear.
Clio Duo, now the AI built into Clio Manage, works on what is already in Clio: documents, deadlines, bills, tasks and logged communications. LegalMate is communication intelligence for the phone system you already use, into Clio and Filevine.
The call has to be in Clio before Clio’s AI can use it.
Clio’s AI reads your communications logs, activities, calendar, tasks, notes, bills and documents, and its AI Actions can suggest a time entry for a communication that was logged without one. A phone log in Clio Manage is still typed by hand; Clio Mobile auto-logs the duration of outbound calls placed from the app. LegalMate puts the call in Clio first: transcript, AI summary, matched matter and a detailed time entry, from the desk phone or softphone the attorney already uses.
Intake calls get an agent. Client calls get a log.
Grow AI’s voice agent answers inbound calls when your team is unavailable, screens the lead and keeps a transcript and summary of that call. The calls your attorneys and staff take all day on RingCentral, Dialpad, Zoom Phone or Quo, with existing clients, opposing counsel and the court, are not transcribed or summarized by Clio. LegalMate records those as transcripts and daily text threads on the matter and classifies each call so the intake details land on the file.
Nothing to install. Nothing to log twice.
LegalMate connects to your phone system and to Clio or Filevine once, at the firm level. Every call then lands in Clio as a communication, a draft time entry and a task, so Clio’s catch-up summaries, AI Actions and draft bills include the phone. Your email is searched and surfaced by the LegalMate agent, and you can ask Claude, ChatGPT or Microsoft Copilot about your firm’s calls through the LegalMate MCP connector. Clio’s AI answers questions inside Clio Manage and documents no connector for outside assistants.
Clio Duo vs LegalMate
What’s the difference?
Clio’s AI works the record inside Clio Manage. LegalMate builds the record from the phone, for family, PI, immigration and criminal defense practices where the file moves by phone: every client call, opposing counsel call and text becomes a matter communication, a billable entry at the timekeeper’s rate and a follow-up task in Clio Manage or Filevine, without software on attorney machines.
Feature
Clio Duo
LegalMate
Feature
Clio Duo
LegalMate
What it captures
Matter, document, billing, calendar and logged-communication data already in Clio Manage: catch-up summaries, AI Actions, draft bills and deadlines pulled from court documents
Every call and text on RingCentral, Dialpad, Zoom Phone or Quo
What it captures
Clio Duo
Matter, document, billing, calendar and logged-communication data already in Clio Manage: catch-up summaries, AI Actions, draft bills and deadlines pulled from court documents
What it captures
Matter, document, billing, calendar and logged-communication data already in Clio Manage: catch-up summaries, AI Actions, draft bills and deadlines pulled from court documents
Every call and text on RingCentral, Dialpad, Zoom Phone or Quo
Where it runs
Inside Clio Manage, Clio Mobile and the Outlook and Gmail add-ins; nothing extra to install
Nothing on attorney machines; one firm-level connection to your phone system and to Clio
Where it runs
Clio Duo
Inside Clio Manage, Clio Mobile and the Outlook and Gmail add-ins; nothing extra to install
LegalMate
Nothing on attorney machines; one firm-level connection to your phone system and to Clio
Where it runs
Inside Clio Manage, Clio Mobile and the Outlook and Gmail add-ins; nothing extra to install
Nothing on attorney machines; one firm-level connection to your phone system and to Clio
Phone call content
Phone logs are typed by hand; Clio Mobile auto-logs the duration, date, matter and subject of outbound calls placed from the app
Transcript, AI summary and detailed time entry from every call
Phone call content
Clio Duo
Phone logs are typed by hand; Clio Mobile auto-logs the duration, date, matter and subject of outbound calls placed from the app
LegalMate
Transcript, AI summary and detailed time entry from every call
Phone call content
Phone logs are typed by hand; Clio Mobile auto-logs the duration, date, matter and subject of outbound calls placed from the app
Transcript, AI summary and detailed time entry from every call
Call logging and matter matching
A phone log is linked to a matter when someone creates it; AI Actions can suggest a time entry for a communication logged without one
Every call auto-matched and logged to the matter as a communication
Call logging and matter matching
Clio Duo
A phone log is linked to a matter when someone creates it; AI Actions can suggest a time entry for a communication logged without one
LegalMate
Every call auto-matched and logged to the matter as a communication
Call logging and matter matching
A phone log is linked to a matter when someone creates it; AI Actions can suggest a time entry for a communication logged without one
Every call auto-matched and logged to the matter as a communication
AI call summaries
Not documented for the firm’s own calls; Grow AI’s voice agent summarizes the intake calls it answers for new leads (US)
Call communication, detailed notes and phone activity, prompted to your practice area and merged with Clio context
AI call summaries
Clio Duo
Not documented for the firm’s own calls; Grow AI’s voice agent summarizes the intake calls it answers for new leads (US)
LegalMate
Call communication, detailed notes and phone activity, prompted to your practice area and merged with Clio context
AI call summaries
Not documented for the firm’s own calls; Grow AI’s voice agent summarizes the intake calls it answers for new leads (US)
Call communication, detailed notes and phone activity, prompted to your practice area and merged with Clio context
Time entries
Time entries by chat command and suggested entries for unlogged communications, notes and completed tasks, with the description typed by the user
Detailed entry written from the transcript, in your firm’s billing style, as a draft in Clio
Time entries
Clio Duo
Time entries by chat command and suggested entries for unlogged communications, notes and completed tasks, with the description typed by the user
LegalMate
Detailed entry written from the transcript, in your firm’s billing style, as a draft in Clio
Time entries
Time entries by chat command and suggested entries for unlogged communications, notes and completed tasks, with the description typed by the user
Detailed entry written from the transcript, in your firm’s billing style, as a draft in Clio
Transcripts
Not documented for client calls; the voice agent keeps a transcript of the lead calls it answers
Full searchable transcript in Clio and LegalMate. Ask the LegalMate agent to catch you up on a client and it retrieves every file note: client calls, opposing counsel, the court
Transcripts
Clio Duo
Not documented for client calls; the voice agent keeps a transcript of the lead calls it answers
LegalMate
Full searchable transcript in Clio and LegalMate. Ask the LegalMate agent to catch you up on a client and it retrieves every file note: client calls, opposing counsel, the court
Transcripts
Not documented for client calls; the voice agent keeps a transcript of the lead calls it answers
Full searchable transcript in Clio and LegalMate. Ask the LegalMate agent to catch you up on a client and it retrieves every file note: client calls, opposing counsel, the court
Texts
AI-suggested replies to client texts in the Communications tab; texts on your RingCentral, Dialpad, Zoom Phone or Quo lines are not captured
Daily text threads from your phone system on the matter, each one billable
Texts
Clio Duo
AI-suggested replies to client texts in the Communications tab; texts on your RingCentral, Dialpad, Zoom Phone or Quo lines are not captured
LegalMate
Daily text threads from your phone system on the matter, each one billable
Texts
AI-suggested replies to client texts in the Communications tab; texts on your RingCentral, Dialpad, Zoom Phone or Quo lines are not captured
Daily text threads from your phone system on the matter, each one billable
Suggested replies in the Outlook add-in, emails filed to the matter through the add-ins or Maildrop, and a contact’s email communications on request
Searched and surfaced by the LegalMate agent
Clio Duo
Suggested replies in the Outlook add-in, emails filed to the matter through the add-ins or Maildrop, and a contact’s email communications on request
LegalMate
Searched and surfaced by the LegalMate agent
Suggested replies in the Outlook add-in, emails filed to the matter through the add-ins or Maildrop, and a contact’s email communications on request
Searched and surfaced by the LegalMate agent
Call-to-task
AI Actions suggest next steps from matter activity such as completed tasks and uploaded documents; nothing is read from the call itself
Follow-ups become Clio tasks, and the Waiting-on-us list flags replies that are late or at risk
Call-to-task
Clio Duo
AI Actions suggest next steps from matter activity such as completed tasks and uploaded documents; nothing is read from the call itself
LegalMate
Follow-ups become Clio tasks, and the Waiting-on-us list flags replies that are late or at risk
Call-to-task
AI Actions suggest next steps from matter activity such as completed tasks and uploaded documents; nothing is read from the call itself
Follow-ups become Clio tasks, and the Waiting-on-us list flags replies that are late or at risk
Ask your AI assistant
Ask Clio’s AI in the launchpad about matters, contacts and firm operations; no documented connector for Claude, ChatGPT or Copilot
Read-only MCP connector for Claude, ChatGPT and Microsoft Copilot
Ask your AI assistant
Clio Duo
Ask Clio’s AI in the launchpad about matters, contacts and firm operations; no documented connector for Claude, ChatGPT or Copilot
Ask your AI assistant
Ask Clio’s AI in the launchpad about matters, contacts and firm operations; no documented connector for Claude, ChatGPT or Copilot
Read-only MCP connector for Claude, ChatGPT and Microsoft Copilot
Where your call data lives
No call audio or transcript in Clio to store; Clio applies its standard security and permissions to AI features, keeps results in your region and never trains external models on your data
US-based servers; EU, Canada and Australia supported
Where your call data lives
Clio Duo
No call audio or transcript in Clio to store; Clio applies its standard security and permissions to AI features, keeps results in your region and never trains external models on your data
LegalMate
US-based servers; EU, Canada and Australia supported
Where your call data lives
No call audio or transcript in Clio to store; Clio applies its standard security and permissions to AI features, keeps results in your region and never trains external models on your data
US-based servers; EU, Canada and Australia supported
Clio’s AI is a strong reason to stay on Clio Manage, and LegalMate firms on Clio use both: LegalMate feeds the calls in, Clio’s AI works with them.
Want the setup details? See how LegalMate works with Clio Manage.
Honest fit
Who each one is right for.
We would rather tell you now than after onboarding. If the second card describes you, we are not the right fit yet.
LegalMate fits if
4+ lawyers on Clio Manage, working by phone and text
Phones on RingCentral, Dialpad, Zoom Phone or Quo
The transcript and time entry on the matter, no typing
Clio’s AI summaries and draft bills include the calls
LegalMate fits if
4+ lawyers on Clio Manage, working by phone and text
Phones on RingCentral, Dialpad, Zoom Phone or Quo
The transcript and time entry on the matter, no typing
Clio’s AI summaries and draft bills include the calls
LegalMate fits if
4+ lawyers on Clio Manage, working by phone and text
Phones on RingCentral, Dialpad, Zoom Phone or Quo
The transcript and time entry on the matter, no typing
Clio’s AI summaries and draft bills include the calls
LegalMate is not for you if
You are a solo practice or under four team members
The firm takes fewer than ~150 client calls a month
Your billable day is documents and email, not the phone
You are not on Clio Manage or Filevine
LegalMate is not for you if
You are a solo practice or under four team members
The firm takes fewer than ~150 client calls a month
Your billable day is documents and email, not the phone
You are not on Clio Manage or Filevine
LegalMate is not for you if
You are a solo practice or under four team members
The firm takes fewer than ~150 client calls a month
Your billable day is documents and email, not the phone
You are not on Clio Manage or Filevine
Clio Duo alone fits if
Your day is documents, deadlines and bills
Calls are few, and logged by hand the same day
You want one vendor now and the phone later
Clio Duo alone fits if
Your day is documents, deadlines and bills
Calls are few, and logged by hand the same day
You want one vendor now and the phone later
Clio Duo alone fits if
Your day is documents, deadlines and bills
Calls are few, and logged by hand the same day
You want one vendor now and the phone later
Both, not either
On Clio Duo already? Keep it. Add the phone.
LegalMate works at the phone-system level and writes into Clio Manage, so it does not overlap with Clio’s AI; it feeds it. Firms running both get document, deadline and billing automation from Clio and the call, text and intake record from LegalMate, on the same matters.
FAQ
Your questions answered.
Everything you need to know about working with us. Still have questions? Book a free call and we’ll walk you through it.
Does Clio Duo transcribe phone calls?
Not that Clio documents for the firm’s own calls. Clio Manage stores phone logs typed by a user, and Clio Mobile can auto-log the duration, date, matter and subject of an outbound call placed from the app when Clio Timekeeping is on. Grow AI’s voice agent keeps a transcript and summary of the intake calls it answers for new leads, in the US. LegalMate transcribes every call on your phone system, writes the AI summary and the detailed time entry, and files them on the matter in Clio.
Does Clio Duo integrate with Clio and Filevine?
Clio Duo is the AI inside Clio Manage, so it works only on data in Clio Manage and Clio Grow; a firm on Filevine has no equivalent from Clio. LegalMate integrates with Clio and Filevine and brings the phone into either: every call and text becomes a communication, a time entry and a task on the matter.
Can I use Clio Duo and LegalMate together?
Yes, and that is how LegalMate firms on Clio run. LegalMate writes each call and text into Clio Manage as a communication, a draft time entry and a task; Clio’s AI then includes them in catch-up summaries, AI Actions and draft bills. We configure it so nothing is logged twice.
Is LegalMate a time tracker like Clio Duo?
No, and neither is Clio Duo. Clio’s AI can create a time entry from a chat command and suggest entries for unlogged communications. LegalMate is communication intelligence: it turns every call and text into a transcript, an AI summary, an auto-matched matter, a detailed time entry and a follow-up task in Clio or Filevine. The time entry is one output of understanding the call, not the product.
Does Clio Duo work with RingCentral, Dialpad or Zoom Phone?
Clio’s AI works on what is in Clio Manage; it does not connect to a phone system. RingCentral, Dialpad, Zoom Phone and Quo each have their own Clio integrations for logging calls, and Grow AI’s voice agent takes forwarded calls from any provider. LegalMate runs on RingCentral, Dialpad, Zoom Phone or Quo and captures the content of every call.
Is Clio Duo included in my Clio plan?
Clio’s pricing page lists AI-first practice management from the Core plan up, and the Clio Duo name has given way to the AI features in Clio Manage, so check your plan with Clio. LegalMate is one clear price, full functionality included, for firms of 4+ lawyers, with nothing to install on attorney machines.
Does LegalMate replace my phone system?
No. LegalMate connects to the phone system you already run (RingCentral, Dialpad, Zoom Phone or Quo) and to Clio or Filevine. Your numbers, plans, desk phones and devices stay exactly as they are.
What does LegalMate log for each call or text?
A searchable transcript, an AI summary prompted to your practice area, the call communication and phone activity on the matter it was auto-matched to, a detailed billable time entry written from the transcript, and any follow-up tasks. Texts sync as daily threads on the matter, so each day can be billed.
Do attorneys have to change how they work?
No. There is no dashboard to check and no per-user sign-up. After the one-time connection, every call and text is logged to the matter in the background. Entries arrive as drafts the attorney can approve or edit.
What does LegalMate cost?
One clear price with full functionality included; nothing is held back for a higher tier. Book a free call and we will quote it for your timekeeper count and walk through the unbilled-time math per attorney: calls per month, minutes per call, blended rate.
Where does my call data go?
Clio says its AI features follow your Clio Manage permissions, never use your data to train external AI models and keep results stored in your region after processing; there is no call audio or transcript in Clio to store. All LegalMate servers are US-based, and we support firms in the EU, Canada and Australia. LegalMate also runs a zero data retention policy: your call data is processed for your Clio or Filevine records, not kept.
Can I ask Claude or ChatGPT about my calls?
Yes. The LegalMate MCP connector gives Claude, ChatGPT and Microsoft Copilot read-only access to your firm’s call summaries, notes and transcripts, with every answer linked back to the call in LegalMate. It needs a LegalMate account, and the 7-day free trial includes it. Clio’s AI answers questions inside Clio Manage through its AI Launchpad and documents no connector for outside assistants.
FAQ
Your questions answered.
Everything you need to know about working with us. Still have questions? Book a free call and we’ll walk you through it.
Does Clio Duo transcribe phone calls?
Not that Clio documents for the firm’s own calls. Clio Manage stores phone logs typed by a user, and Clio Mobile can auto-log the duration, date, matter and subject of an outbound call placed from the app when Clio Timekeeping is on. Grow AI’s voice agent keeps a transcript and summary of the intake calls it answers for new leads, in the US. LegalMate transcribes every call on your phone system, writes the AI summary and the detailed time entry, and files them on the matter in Clio.
Does Clio Duo integrate with Clio and Filevine?
Clio Duo is the AI inside Clio Manage, so it works only on data in Clio Manage and Clio Grow; a firm on Filevine has no equivalent from Clio. LegalMate integrates with Clio and Filevine and brings the phone into either: every call and text becomes a communication, a time entry and a task on the matter.
Can I use Clio Duo and LegalMate together?
Yes, and that is how LegalMate firms on Clio run. LegalMate writes each call and text into Clio Manage as a communication, a draft time entry and a task; Clio’s AI then includes them in catch-up summaries, AI Actions and draft bills. We configure it so nothing is logged twice.
Is LegalMate a time tracker like Clio Duo?
No, and neither is Clio Duo. Clio’s AI can create a time entry from a chat command and suggest entries for unlogged communications. LegalMate is communication intelligence: it turns every call and text into a transcript, an AI summary, an auto-matched matter, a detailed time entry and a follow-up task in Clio or Filevine. The time entry is one output of understanding the call, not the product.
Does Clio Duo work with RingCentral, Dialpad or Zoom Phone?
Clio’s AI works on what is in Clio Manage; it does not connect to a phone system. RingCentral, Dialpad, Zoom Phone and Quo each have their own Clio integrations for logging calls, and Grow AI’s voice agent takes forwarded calls from any provider. LegalMate runs on RingCentral, Dialpad, Zoom Phone or Quo and captures the content of every call.
Is Clio Duo included in my Clio plan?
Clio’s pricing page lists AI-first practice management from the Core plan up, and the Clio Duo name has given way to the AI features in Clio Manage, so check your plan with Clio. LegalMate is one clear price, full functionality included, for firms of 4+ lawyers, with nothing to install on attorney machines.
Does LegalMate replace my phone system?
No. LegalMate connects to the phone system you already run (RingCentral, Dialpad, Zoom Phone or Quo) and to Clio or Filevine. Your numbers, plans, desk phones and devices stay exactly as they are.
What does LegalMate log for each call or text?
A searchable transcript, an AI summary prompted to your practice area, the call communication and phone activity on the matter it was auto-matched to, a detailed billable time entry written from the transcript, and any follow-up tasks. Texts sync as daily threads on the matter, so each day can be billed.
Do attorneys have to change how they work?
No. There is no dashboard to check and no per-user sign-up. After the one-time connection, every call and text is logged to the matter in the background. Entries arrive as drafts the attorney can approve or edit.
What does LegalMate cost?
One clear price with full functionality included; nothing is held back for a higher tier. Book a free call and we will quote it for your timekeeper count and walk through the unbilled-time math per attorney: calls per month, minutes per call, blended rate.
Where does my call data go?
Clio says its AI features follow your Clio Manage permissions, never use your data to train external AI models and keep results stored in your region after processing; there is no call audio or transcript in Clio to store. All LegalMate servers are US-based, and we support firms in the EU, Canada and Australia. LegalMate also runs a zero data retention policy: your call data is processed for your Clio or Filevine records, not kept.
Can I ask Claude or ChatGPT about my calls?
Yes. The LegalMate MCP connector gives Claude, ChatGPT and Microsoft Copilot read-only access to your firm’s call summaries, notes and transcripts, with every answer linked back to the call in LegalMate. It needs a LegalMate account, and the 7-day free trial includes it. Clio’s AI answers questions inside Clio Manage through its AI Launchpad and documents no connector for outside assistants.
FAQ
Your questions answered.
Everything you need to know about working with us. Still have questions? Book a free call and we’ll walk you through it.
Does Clio Duo transcribe phone calls?
Not that Clio documents for the firm’s own calls. Clio Manage stores phone logs typed by a user, and Clio Mobile can auto-log the duration, date, matter and subject of an outbound call placed from the app when Clio Timekeeping is on. Grow AI’s voice agent keeps a transcript and summary of the intake calls it answers for new leads, in the US. LegalMate transcribes every call on your phone system, writes the AI summary and the detailed time entry, and files them on the matter in Clio.
Does Clio Duo integrate with Clio and Filevine?
Clio Duo is the AI inside Clio Manage, so it works only on data in Clio Manage and Clio Grow; a firm on Filevine has no equivalent from Clio. LegalMate integrates with Clio and Filevine and brings the phone into either: every call and text becomes a communication, a time entry and a task on the matter.
Can I use Clio Duo and LegalMate together?
Yes, and that is how LegalMate firms on Clio run. LegalMate writes each call and text into Clio Manage as a communication, a draft time entry and a task; Clio’s AI then includes them in catch-up summaries, AI Actions and draft bills. We configure it so nothing is logged twice.
Is LegalMate a time tracker like Clio Duo?
No, and neither is Clio Duo. Clio’s AI can create a time entry from a chat command and suggest entries for unlogged communications. LegalMate is communication intelligence: it turns every call and text into a transcript, an AI summary, an auto-matched matter, a detailed time entry and a follow-up task in Clio or Filevine. The time entry is one output of understanding the call, not the product.
Does Clio Duo work with RingCentral, Dialpad or Zoom Phone?
Clio’s AI works on what is in Clio Manage; it does not connect to a phone system. RingCentral, Dialpad, Zoom Phone and Quo each have their own Clio integrations for logging calls, and Grow AI’s voice agent takes forwarded calls from any provider. LegalMate runs on RingCentral, Dialpad, Zoom Phone or Quo and captures the content of every call.
Is Clio Duo included in my Clio plan?
Clio’s pricing page lists AI-first practice management from the Core plan up, and the Clio Duo name has given way to the AI features in Clio Manage, so check your plan with Clio. LegalMate is one clear price, full functionality included, for firms of 4+ lawyers, with nothing to install on attorney machines.
Does LegalMate replace my phone system?
No. LegalMate connects to the phone system you already run (RingCentral, Dialpad, Zoom Phone or Quo) and to Clio or Filevine. Your numbers, plans, desk phones and devices stay exactly as they are.
What does LegalMate log for each call or text?
A searchable transcript, an AI summary prompted to your practice area, the call communication and phone activity on the matter it was auto-matched to, a detailed billable time entry written from the transcript, and any follow-up tasks. Texts sync as daily threads on the matter, so each day can be billed.
Do attorneys have to change how they work?
No. There is no dashboard to check and no per-user sign-up. After the one-time connection, every call and text is logged to the matter in the background. Entries arrive as drafts the attorney can approve or edit.
What does LegalMate cost?
One clear price with full functionality included; nothing is held back for a higher tier. Book a free call and we will quote it for your timekeeper count and walk through the unbilled-time math per attorney: calls per month, minutes per call, blended rate.
Where does my call data go?
Clio says its AI features follow your Clio Manage permissions, never use your data to train external AI models and keep results stored in your region after processing; there is no call audio or transcript in Clio to store. All LegalMate servers are US-based, and we support firms in the EU, Canada and Australia. LegalMate also runs a zero data retention policy: your call data is processed for your Clio or Filevine records, not kept.
Can I ask Claude or ChatGPT about my calls?
Yes. The LegalMate MCP connector gives Claude, ChatGPT and Microsoft Copilot read-only access to your firm’s call summaries, notes and transcripts, with every answer linked back to the call in LegalMate. It needs a LegalMate account, and the 7-day free trial includes it. Clio’s AI answers questions inside Clio Manage through its AI Launchpad and documents no connector for outside assistants.
Time is your inventory
Give Clio’s AI the calls, not just the documents.
Book a 20-minute call. We walk through your call and text volume and the unbilled-time math per attorney.
Time is your inventory
Give Clio’s AI the calls, not just the documents.
Book a 20-minute call. We walk through your call and text volume and the unbilled-time math per attorney.
Time is your inventory
Give Clio’s AI the calls, not just the documents.
Book a 20-minute call. We walk through your call and text volume and the unbilled-time math per attorney.