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
Harvey vs LegalMate for Clio and Filevine firms
Is Harvey or LegalMate better for intake calls?
Harvey is enterprise legal AI that does lawyer work: drafting, document review and research for large firms and in-house teams. LegalMate does the admin behind the phone for firms of 4 to 30 lawyers, turning every call and text on RingCentral, Dialpad, Zoom Phone or Quo into a transcript, summary, matter, time entry and task in Clio or Filevine.
20 minutes. We walk through the unbilled-time math for your firm.
Integrates with
& more
Integrates with
& more
Why LegalMate
What the 4:55 pm intake call needs.
Harvey takes on the lawyer’s work. LegalMate takes the admin off the lawyer, on the phone system you already use, into Clio and Filevine.
The intake call is not a document.
A new client calls at 4:55 pm. Harvey works on what your lawyers upload or ask it: Vault documents, research questions, contract review, requests routed to an in-house team. Nothing on its site captures a phone call. LegalMate transcribes that call on your existing phone system, writes the summary and files it on the matter in Clio or Filevine before anyone types a note.
Lawyer work or admin work. Pick the problem.
Harvey’s agents draft contracts, review documents and answer research questions, and its Intake routes legal requests inside a business. That is lawyer work, sold by demo and onboarded with Legal Engineers for firms of 15 to 150 lawyers. LegalMate never touches the lawyering. It classifies the intake call, writes the note and the time entry, and opens the follow-up, so a firm of 4 to 30 lawyers bills every call without adding admin staff.
Nothing to install. Nothing to upload.
LegalMate connects to your phone system and to Clio or Filevine once, at the firm level. Harvey is a workspace your lawyers log into, with Word and Outlook add-ins and SSO rolled out by IT. 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. Harvey offers its own MCP server and a Copilot agent for its research and Vault documents, not for calls.
Why LegalMate
What the 4:55 pm intake call needs.
Harvey takes on the lawyer’s work. LegalMate takes the admin off the lawyer, on the phone system you already use, into Clio and Filevine.
The intake call is not a document.
A new client calls at 4:55 pm. Harvey works on what your lawyers upload or ask it: Vault documents, research questions, contract review, requests routed to an in-house team. Nothing on its site captures a phone call. LegalMate transcribes that call on your existing phone system, writes the summary and files it on the matter in Clio or Filevine before anyone types a note.
Lawyer work or admin work. Pick the problem.
Harvey’s agents draft contracts, review documents and answer research questions, and its Intake routes legal requests inside a business. That is lawyer work, sold by demo and onboarded with Legal Engineers for firms of 15 to 150 lawyers. LegalMate never touches the lawyering. It classifies the intake call, writes the note and the time entry, and opens the follow-up, so a firm of 4 to 30 lawyers bills every call without adding admin staff.
Nothing to install. Nothing to upload.
LegalMate connects to your phone system and to Clio or Filevine once, at the firm level. Harvey is a workspace your lawyers log into, with Word and Outlook add-ins and SSO rolled out by IT. 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. Harvey offers its own MCP server and a Copilot agent for its research and Vault documents, not for calls.
Join the law firms billing more calls with AI:
Join the law firms billing more calls with AI:
Join the law firms billing more calls with AI:
Why LegalMate
What the 4:55 pm intake call needs.
Harvey takes on the lawyer’s work. LegalMate takes the admin off the lawyer, on the phone system you already use, into Clio and Filevine.
The intake call is not a document.
A new client calls at 4:55 pm. Harvey works on what your lawyers upload or ask it: Vault documents, research questions, contract review, requests routed to an in-house team. Nothing on its site captures a phone call. LegalMate transcribes that call on your existing phone system, writes the summary and files it on the matter in Clio or Filevine before anyone types a note.
Lawyer work or admin work. Pick the problem.
Harvey’s agents draft contracts, review documents and answer research questions, and its Intake routes legal requests inside a business. That is lawyer work, sold by demo and onboarded with Legal Engineers for firms of 15 to 150 lawyers. LegalMate never touches the lawyering. It classifies the intake call, writes the note and the time entry, and opens the follow-up, so a firm of 4 to 30 lawyers bills every call without adding admin staff.
Nothing to install. Nothing to upload.
LegalMate connects to your phone system and to Clio or Filevine once, at the firm level. Harvey is a workspace your lawyers log into, with Word and Outlook add-ins and SSO rolled out by IT. 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. Harvey offers its own MCP server and a Copilot agent for its research and Vault documents, not for calls.
Harvey vs LegalMate
What’s the difference?
LegalMate is built for phone-heavy firms of 4 to 30 lawyers and does one job: take the admin out of every call and text. The transcript, summary, matter, time entry and follow-up land in Clio Manage or Filevine on their own, so the firm bills what it worked and nothing waits on a typed note. Harvey is built to do the lawyer’s work, drafting contracts, reviewing documents and running research.
Feature
Harvey
Harvey
LegalMate
LegalMate
What it captures
Documents, contracts, research questions and legal requests your lawyers bring to it: Vault, Knowledge and Agents
Documents, contracts, research questions and legal requests your lawyers bring to it: Vault, Knowledge and Agents
Every call and text on RingCentral, Dialpad, Zoom Phone or Quo
Every call and text on RingCentral, Dialpad, Zoom Phone or Quo
Phone systems
None named. RingCentral, Dialpad, Zoom Phone and Quo do not appear on harvey.ai or in its integrations help topic
None named. RingCentral, Dialpad, Zoom Phone and Quo do not appear on harvey.ai or in its integrations help topic
RingCentral, Dialpad, Zoom Phone or Quo, desk phones included
RingCentral, Dialpad, Zoom Phone or Quo, desk phones included
Intake call transcript and summary
Not documented. Nothing on Harvey’s site captures a phone call
Not documented. Nothing on Harvey’s site captures a phone call
Full searchable transcript and an AI summary prompted to your practice area, from every call
Full searchable transcript and an AI summary prompted to your practice area, from every call
Matter matching and file notes
Not documented for calls; Harvey works inside its own workspace, Word and Outlook
Not documented for calls; Harvey works inside its own workspace, Word and Outlook
Every call auto-matched and logged to the matter in Clio Manage or Filevine
Every call auto-matched and logged to the matter in Clio Manage or Filevine
Intake classification
Harvey Intake captures and routes legal requests from across a business to an agent or a lawyer, for in-house teams; not phone intake
Harvey Intake captures and routes legal requests from across a business to an agent or a lawyer, for in-house teams; not phone intake
Classifies every call so the intake details land on the file
Classifies every call so the intake details land on the file
Time entries
Draft entries in Aderant iTimekeep from work done in Harvey: matter context, duration and an AI narrative; not from calls
Draft entries in Aderant iTimekeep from work done in Harvey: matter context, duration and an AI narrative; not from calls
Detailed entry written from the transcript, in your firm’s billing style
Detailed entry written from the transcript, in your firm’s billing style
Follow-up tasks
Legal Work Orchestration assigns and reviews work with agents and your team; no call-to-task documented
Legal Work Orchestration assigns and reviews work with agents and your team; no call-to-task documented
Follow-ups become Clio tasks, and the Waiting-on-us list flags replies that are late or at risk
Follow-ups become Clio tasks, and the Waiting-on-us list flags replies that are late or at risk
Texts
Not documented
Not documented
Daily text threads on the matter, each one billable
Daily text threads on the matter, each one billable
Documents and legal research
Bulk document analysis, legal research, drafting and contract review across Vault, Knowledge and Agents
Bulk document analysis, legal research, drafting and contract review across Vault, Knowledge and Agents
Not what LegalMate does. Email is searched and surfaced by the LegalMate agent; documents stay in Clio or Filevine
Not what LegalMate does. Email is searched and surfaced by the LegalMate agent; documents stay in Clio or Filevine
Install footprint
Web workspace with Word and Outlook add-ins, SSO and admin controls, onboarded with a Customer Success Manager and Legal Engineers
Web workspace with Word and Outlook add-ins, SSO and admin controls, onboarded with a Customer Success Manager and Legal Engineers
Nothing on attorney machines; one firm-level connection to your phone system and to Clio or Filevine
Nothing on attorney machines; one firm-level connection to your phone system and to Clio or Filevine
Ask your AI assistant
Harvey MCP server and a Microsoft 365 Copilot agent, over Harvey research and Vault documents; no call data
Harvey MCP server and a Microsoft 365 Copilot agent, over Harvey research and Vault documents; no call data
Read-only MCP connector for Claude, ChatGPT and Microsoft Copilot
Read-only MCP connector for Claude, ChatGPT and Microsoft Copilot
Who it is built for
AmLaw 100 firms, in-house legal teams and mid-sized firms of roughly 15 to 150 lawyers; sells by demo, publishes no pricing
AmLaw 100 firms, in-house legal teams and mid-sized firms of roughly 15 to 150 lawyers; sells by demo, publishes no pricing
Phone-heavy firms of 4 to 30 lawyers on Clio or Filevine; one clear price, full functionality included
Phone-heavy firms of 4 to 30 lawyers on Clio or Filevine; one clear price, full functionality included
Practice management systems
Not documented. Clio and Filevine are absent from Harvey’s integrations list; its connections are iManage, NetDocuments, SharePoint and Aderant
Not documented. Clio and Filevine are absent from Harvey’s integrations list; its connections are iManage, NetDocuments, SharePoint and Aderant
Harvey is a strong platform for lawyer work at scale, drafting, review and research, and a firm can run it alongside LegalMate; the two do not overlap.
Honest fit
Who each one is right for.
We would rather tell you now than after onboarding. If you are in the middle column, we are not the right fit yet.
LegalMate fits if
You run a phone-heavy firm of 4 to 30 lawyers on RingCentral, Dialpad, Zoom Phone or Quo and want the admin behind each call done without adding staff
You want the transcript, summary, matter and time entry on the file without anyone uploading or typing a note
You are on Clio or Filevine and want it live without software on attorney machines
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, and the phone is a small part of it
You are not on Clio Manage or Filevine
Harvey fits if
You want AI to do lawyer work: contract review, due diligence, drafting and research across large document sets
You are an AmLaw-scale firm or in-house legal team with IT, SSO and procurement, and a demo-led purchase with Legal Engineer onboarding suits you
You want AI agents inside Word, Outlook, iManage or NetDocuments, and phone calls are not the channel you need captured
Both, not either
Using Harvey already? Keep it. Add the phone.
Using Harvey already? Keep it. Add the phone.
Harvey works on the lawyer’s documents; LegalMate works on the admin behind the phone, so there is no overlap. Firms running both get drafting, review and research from Harvey and the call, text and intake record from LegalMate, in Clio or Filevine.
Harvey works on the lawyer’s documents; LegalMate works on the admin behind the phone, so there is no overlap. Firms running both get drafting, review and research from Harvey and the call, text and intake record from LegalMate, in Clio or Filevine.
FAQ
Your questions answered.
Still have questions? Book a free call and we will walk you through it on your own call logs.
Does Harvey handle intake calls?
Not that Harvey documents. Harvey’s Intake product, launched in October 2026, captures legal requests from across a business for in-house legal teams and routes them to an agent or a lawyer. No phone, voice or new-client call capture appears on harvey.ai or in its help center. LegalMate transcribes every intake call on your existing phone system, classifies it and files the summary, matter and follow-up task in Clio or Filevine.
Does Harvey integrate with Clio and Filevine?
Not that Harvey documents. Its integrations page lists iManage, NetDocuments, SharePoint, Google Drive, Word and Outlook add-ins, Aderant iTimekeep and Microsoft 365 Copilot; Clio and Filevine do not appear. LegalMate is live on Clio Manage and Filevine, and every call and text lands on the matter there.
Can I use Harvey and LegalMate together?
Yes. Harvey does lawyer work on the documents, research and requests your lawyers bring to it; LegalMate does the admin behind the phone and writes to Clio or Filevine. The two do not overlap, and we configure it so the same call is not logged twice. Firms running both get drafting and review from Harvey and the call, text and intake record from LegalMate.
Does Harvey write time entries from phone calls?
No. Harvey’s time integration is with Aderant iTimekeep: work done in Harvey creates a draft entry with matter context, duration and an AI narrative, which the lawyer reviews and submits. Phone calls are not part of it. LegalMate writes the detailed time entry from the call transcript, in your firm’s billing style, and sends it to Clio or Filevine as a draft.
Does Harvey work with RingCentral, Dialpad or Zoom Phone?
Not that Harvey documents. No phone system is named on harvey.ai or in its integrations help topic. LegalMate runs on RingCentral, Dialpad, Zoom Phone or Quo and captures the content of every call, desk phones included.
Is there a Harvey alternative for smaller firms?
For phone-heavy firms of 4 to 30 lawyers, yes. Harvey sells by demo, publishes no pricing, and the firms it names are AmLaw 100, in-house teams and mid-sized firms of roughly 15 to 150 lawyers doing document review, due diligence, drafting and research. LegalMate is built for the admin behind the phone at firms of 4 to 30 lawyers: one clear price, full functionality included, and 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?
Harvey publishes annual SOC 2 Type II and ISO 27001 audits, ISO 27701 and 42001, zero data retention required of its model providers, and hosting on Microsoft Azure with processing in the EU, Switzerland or Australia; it does not handle calls. 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. Harvey offers its own MCP server and a Copilot agent, covering Harvey research and Vault documents rather than calls.
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 Harvey handle intake calls?
Not that Harvey documents. Harvey’s Intake product, launched in October 2026, captures legal requests from across a business for in-house legal teams and routes them to an agent or a lawyer. No phone, voice or new-client call capture appears on harvey.ai or in its help center. LegalMate transcribes every intake call on your existing phone system, classifies it and files the summary, matter and follow-up task in Clio or Filevine.
Does Harvey integrate with Clio and Filevine?
Not that Harvey documents. Its integrations page lists iManage, NetDocuments, SharePoint, Google Drive, Word and Outlook add-ins, Aderant iTimekeep and Microsoft 365 Copilot; Clio and Filevine do not appear. LegalMate is live on Clio Manage and Filevine, and every call and text lands on the matter there.
Can I use Harvey and LegalMate together?
Yes. Harvey does lawyer work on the documents, research and requests your lawyers bring to it; LegalMate does the admin behind the phone and writes to Clio or Filevine. The two do not overlap, and we configure it so the same call is not logged twice. Firms running both get drafting and review from Harvey and the call, text and intake record from LegalMate.
Does Harvey write time entries from phone calls?
No. Harvey’s time integration is with Aderant iTimekeep: work done in Harvey creates a draft entry with matter context, duration and an AI narrative, which the lawyer reviews and submits. Phone calls are not part of it. LegalMate writes the detailed time entry from the call transcript, in your firm’s billing style, and sends it to Clio or Filevine as a draft.
Does Harvey work with RingCentral, Dialpad or Zoom Phone?
Not that Harvey documents. No phone system is named on harvey.ai or in its integrations help topic. LegalMate runs on RingCentral, Dialpad, Zoom Phone or Quo and captures the content of every call, desk phones included.
Is there a Harvey alternative for smaller firms?
For phone-heavy firms of 4 to 30 lawyers, yes. Harvey sells by demo, publishes no pricing, and the firms it names are AmLaw 100, in-house teams and mid-sized firms of roughly 15 to 150 lawyers doing document review, due diligence, drafting and research. LegalMate is built for the admin behind the phone at firms of 4 to 30 lawyers: one clear price, full functionality included, and 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?
Harvey publishes annual SOC 2 Type II and ISO 27001 audits, ISO 27701 and 42001, zero data retention required of its model providers, and hosting on Microsoft Azure with processing in the EU, Switzerland or Australia; it does not handle calls. 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. Harvey offers its own MCP server and a Copilot agent, covering Harvey research and Vault documents rather than calls.
Time is your inventory
Harvey does the lawyer’s work. LegalMate does the admin behind the call.
Book a 20-minute call. We walk through your call and text volume and the unbilled-time math per attorney.