Every call, logged in Clio.
LegalMate listens to your calls on RingCentral, Dialpad, Zoom Phone or Quo, writes the summary, logs the time and files it on the right Clio matter. Nobody at the firm types a thing.
How it works
From the call to the Clio record, without anyone typing
Nothing changes about how your team takes a call. LegalMate sits underneath your phone system and does the writing.
01
Take the call like you do today
Desk phone, app or mobile. Recording stays on. Nobody opens Clio during the call.
02
The LegalMate agent reads the transcript
It pulls out what was decided, who owns the next step and which matter the call belongs to, the way a paralegal would.
03
Clio gets the record
A note, structured notes and a time entry with a written description, on the matter, ready to bill.
Setup
Live before your next client call
Two connections and one choice. Your team changes nothing about how it takes calls.
Not connected✓ ConnectedLegal practice management software
✓ ConnectedCloud-based phone system
Disconnect✓ ConnectedAI-powered business phone system
DisconnectNot connectedCloud phone system with call recordings and transcripts
ConnectNot connectedCommunication platform with call and message management
ConnectOutlook email and calendar
Disconnect01
Connect Clio
LegalMate is listed in the Clio App Directory. Sign in with your Clio login and approve the connection to Clio Manage.
02
Connect your phone system
RingCentral, Dialpad, Zoom Phone or Quo. Recording stays on, the way it is today.
03
Choose your matching rule
Latest open matter by default, or leave multi-matter calls unassigned so your team picks.
We connect Clio and your phone system with you on the call.
In Clio
What lands in Clio after every call
Each call becomes a complete record on the matter, written by the LegalMate agent before anyone is back at their desk.
A note with the AI summary
What was discussed, what was decided and what happens next, in the matter’s activity.
Structured notes
Issues, decisions, deadlines and open questions, written the way a paralegal would write them.
A time entry with a written description
The call’s duration and a description of what was discussed, ready for pre-bill review.
Filed on the right matter and contact
Matched by phone number to the Clio contact and their open matter. Unmatched calls are flagged, not lost.
A link to the original call
Each note links to the call recording, so the full conversation is one click from the matter.
Text threads, too
Dialpad text threads sync into Clio with timestamps and sender, so texts sit next to calls.
CLIO MANAGE · MATTER ACTIVITY
Bell, Marcus · Custody modification
COMMUNICATION · PHONE CALL
Logged by LegalMate
Inbound call with Marcus Bell
Marcus confirmed the alternating-week parenting schedule works. Wants the stipulation drafted before the Oct 22 hearing. Asked whether the school change needs the other parent’s consent.
TIME ENTRY · BILLABLE
1 h · Telephone conference with client
Re: parenting schedule and timing of the stipulation; advised on consent requirement for school change.
NEXT STEPS
Draft stipulation by Oct 16 · Confirm consent requirement · Call back Thursday
What disappears
The admin that no longer sits with your team
The work between hanging up and the record being right in Clio is where billable time goes missing.
Typed from memory later, or skipped on a busy day.
Written by the agent and on the matter before the next call starts.
Reconstructed at the end of the week, often rounded down.
A time entry with the call’s duration and a description of what was discussed.
Someone finds the right client and matter and attaches it.
Matched by phone number to the contact and their open matter.
Lives in one person’s head or on a notepad.
Next steps are in the note, and the agent can answer “what did I promise”.
Scroll the file, ask around.
Ask the agent for the last conversations with that client, then dial.
Screenshots, or nothing.
Dialpad text threads sync to the matter with timestamps.
Who it helps
Built for the people who run the firm
Same record, different job. Pick a role.
MANAGING PARTNER
See every client conversation without sitting in on it.
Every call anyone at the firm takes is on the matter with a summary and a time entry. You get the picture without chasing people for notes.
Visibility
Calls across the firm land on the matter with a summary, whoever took them.
Revenue
Time entries appear for calls that used to go unbilled, with descriptions that survive pre-bill review.
Risk
What was promised to a client is on the record, not in one person’s memory.
Matter matching
How LegalMate picks the right Clio matter
Rule-based, so it behaves the same way every time. Here is what happens to each call.
Ask the agent
Ask a question, get an answer from every call
The record in Clio is the summary. The LegalMate agent has the whole conversation, across every call and text the firm has had.
THINGS FIRMS ASK
Works inside LegalMate, and through the LegalMate connector in Claude, ChatGPT and Microsoft Copilot.
Email is searched and surfaced by the agent. It is not logged into Clio.
LEGALMATE AGENT
Catch me up on Marcus Bell.
Three calls since Sep 30. On Oct 9 he confirmed the alternating-week schedule and asked for the stipulation before the Oct 22 hearing. Still open: whether the school change needs the other parent’s consent. You said you would call back Thursday.
From 3 calls · 1 text thread · Bell, Marcus
FAQ
Clio integration questions, answered
Comparing options? See how LegalMate compares to Ion8, or hear from firms already running it on Clio.
See your calls land in Clio
Book a short call. We connect Clio and your phone system with you on the call, and you watch the first call come through with its summary, note and time entry.
On Filevine? See how LegalMate works with Filevine.