Dialpad Integration
Integrations : Dialpad
Transform every Dialpad call into transcripts, time entries and notes in Clio.
Transform every Dialpad call into transcripts, time entries and notes in Clio.
Stop wasting hours on admin and scrambling to remember what was said. Our Dialpad integration captures every detail for you, so you can bill more, stress less, and focus on your clients.
Stop wasting hours on admin and scrambling to remember what was said. Our Dialpad integration captures every detail for you, so you can bill more, stress less, and focus on your clients.
How it works
Turn every Dialpad call into billable value — with LegalMate
LegalMate connects Dialpad and Clio so your firm never loses critical call details. Every conversation is automatically transcribed, summarized, and matched to the right matter — while SMS threads sync seamlessly into Clio. Log time effortlessly, eliminate admin, and let your attorneys focus on clients instead of data entry.
Transcript & AI summary
Every call, transcribed instantly.
AI-written call summaries, no typing required.
Search any past conversation in seconds.
Your call record, built for protection.
Automatic time entries with AI description
Whether you're on the go or at your desk, LegalMate tracks your time and writes the Clio time entry for you. More time captured and more revenue earned, without changing how you work.
AI Notes, Tailored to Legal Work
LegalMate gives you clean, structured summaries and notes after every call with issues clearly outlines and next steps captured. It's like having a sharp assistant who knows your case load and speaks your languages.
Sync all your text messages
No more lost client texts - sync every message.
Full text threads are auto-logged.
Timestamps and sender info included.
All messages are filed to the right matter.
Transcript & AI summary
Every call, transcribed instantly.
AI-written call summaries, no typing required.
Search any past conversation in seconds.
Your call record, built for protection.
Automatic time entries with AI description
Whether you're on the go or at your desk, LegalMate tracks your time and writes the Clio time entry for you. More time captured and more revenue earned, without changing how you work.
Whether you’re on the go or at your desk, LegalMate tracks your time and writes the Clio time entry for you. More time captured and more revenue earned, without changing how you work.
AI Notes, Tailored to Legal Work
LegalMate gives you clean, structured summaries and notes after every call with issues clearly outlines and next steps captured. It's like having a sharp assistant who knows your case load and speaks your languages.
LegalMate gives you clean, structured summaries and notes after every call with issues clearly outlines and next steps captured. It’s like having a sharp assistant who knows your case load and speaks your languages.
Sync all your text messages
No more lost client texts - sync every message.
Full text threads are auto-logged.
Timestamps and sender info included.
All messages are filed to the right matter.
By streamlining phone communications, we’ve seen our efficiency improve 2–3x — no more chasing updates or piecing together conversations
Devon Slovensky
Trial and Family Law Attorney
Legalmate turns our phone system from a cost into a profit center—every dollar we spend returns 8–10x in additional billing. Our call transcripts reliably capture billable time, adding roughly $100K a year without extra staff.
Jeffrey Katz
Tax and Estate Managing Attorney
By streamlining phone communications, we’ve seen our efficiency improve 2–3x — no more chasing updates or piecing together conversations
Devon Slovensky
Trial and Family Law Attorney
Legalmate turns our phone system from a cost into a profit center—every dollar we spend returns 8–10x in additional billing. Our call transcripts reliably capture billable time, adding roughly $100K a year without extra staff.
Jeffrey Katz
Tax and Estate Managing Attorney
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.
What type of Dialpad plan do I need?
You need a Dialpad Pro plan or higher to use LegalMate.
What data gets transferred from Dialpad to Clio Manage?
LegalMate transfers the call transcript, an AI-generated summary, AI-generated notes, a link to the original Dialpad call, synced text messages, and a Clio time entry with an AI-written description.
What happens if I have more than one matter for a contact?
LegalMate adds the communication to the contact's latest open matter. If you'd rather choose manually, you can turn on a setting that leaves the matter unassigned when there's more than one open matter, so you can select it yourself. If the contact only has one matter, it's added automatically.
What happens with related contacts?
LegalMate won't add a communication to a matter if the caller is only a related contact on it. Instead, it adds the communication to that person's contact card, so the record isn't misfiled under someone who isn't actually a client on that matter.
What happens if I have multiple clients on one matter?
LegalMate recognizes all clients on a matter and matches the communication to each of them, so the record is tied to everyone involved, not just one contact.
Do I have to follow a certain format when adding phone numbers into Clio?
No. LegalMate automatically normalizes phone numbers behind the scenes, so formatting differences won't affect matching accuracy.
What's the best Dialpad to Clio integration?
LegalMate is a Certified Clio Partner built specifically for Dialpad. Unlike basic native integrations that only log that a call happened, LegalMate adds full transcripts, AI summaries, structured notes, and automatic time entries. Generic automation tools like Zapier or Make.com can move data between Dialpad and Clio, but they require manual setup, ongoing maintenance, and don't understand legal workflows, no fuzzy matter matching, no AI-generated summaries, no automatic time entries. LegalMate is purpose-built for law firms, so it works out of the box with zero configuration.
How do I capture billable time from Dialpad calls automatically?
LegalMate creates a Clio time entry for every Dialpad call, with an AI-written description of what was discussed. No manual time tracking needed.
Can I sync Dialpad text messages to Clio?
Yes. LegalMate syncs full Dialpad text threads into Clio automatically, with timestamps and sender info included.
How is LegalMate different from Dialpad's native Clio integration?
Dialpad's Clio integration runs through Ion8, which only logs that a call happened. LegalMate adds a full transcript, an AI summary, structured notes, and an automatic time entry, all matched to the correct Clio matter.
Does LegalMate support SMS/text messages on Dialpad?
Yes. We create full text threads that sync into Clio automatically, with timestamps and sender info included.
What happens if a call isn't linked to a Clio contact?
The call still logs in Clio with the AI summary attached, marked "no contact found." You can manually assign it to the right matter afterward.
How do I stop losing billable time on phone calls?
LegalMate automatically tracks every Dialpad call and creates the Clio time entry for you, so calls that used to go unbilled get captured every time.
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.
What type of Dialpad plan do I need?
You need a Dialpad Pro plan or higher to use LegalMate.
What data gets transferred from Dialpad to Clio Manage?
LegalMate transfers the call transcript, an AI-generated summary, AI-generated notes, a link to the original Dialpad call, synced text messages, and a Clio time entry with an AI-written description.
What happens if I have more than one matter for a contact?
LegalMate adds the communication to the contact's latest open matter. If you'd rather choose manually, you can turn on a setting that leaves the matter unassigned when there's more than one open matter, so you can select it yourself. If the contact only has one matter, it's added automatically.
What happens with related contacts?
LegalMate won't add a communication to a matter if the caller is only a related contact on it. Instead, it adds the communication to that person's contact card, so the record isn't misfiled under someone who isn't actually a client on that matter.
What happens if I have multiple clients on one matter?
LegalMate recognizes all clients on a matter and matches the communication to each of them, so the record is tied to everyone involved, not just one contact.
Do I have to follow a certain format when adding phone numbers into Clio?
No. LegalMate automatically normalizes phone numbers behind the scenes, so formatting differences won't affect matching accuracy.
What's the best Dialpad to Clio integration?
LegalMate is a Certified Clio Partner built specifically for Dialpad. Unlike basic native integrations that only log that a call happened, LegalMate adds full transcripts, AI summaries, structured notes, and automatic time entries. Generic automation tools like Zapier or Make.com can move data between Dialpad and Clio, but they require manual setup, ongoing maintenance, and don't understand legal workflows, no fuzzy matter matching, no AI-generated summaries, no automatic time entries. LegalMate is purpose-built for law firms, so it works out of the box with zero configuration.
How do I capture billable time from Dialpad calls automatically?
LegalMate creates a Clio time entry for every Dialpad call, with an AI-written description of what was discussed. No manual time tracking needed.
Can I sync Dialpad text messages to Clio?
Yes. LegalMate syncs full Dialpad text threads into Clio automatically, with timestamps and sender info included.
How is LegalMate different from Dialpad's native Clio integration?
Dialpad's Clio integration runs through Ion8, which only logs that a call happened. LegalMate adds a full transcript, an AI summary, structured notes, and an automatic time entry, all matched to the correct Clio matter.
Does LegalMate support SMS/text messages on Dialpad?
Yes. We create full text threads that sync into Clio automatically, with timestamps and sender info included.
What happens if a call isn't linked to a Clio contact?
The call still logs in Clio with the AI summary attached, marked "no contact found." You can manually assign it to the right matter afterward.
How do I stop losing billable time on phone calls?
LegalMate automatically tracks every Dialpad call and creates the Clio time entry for you, so calls that used to go unbilled get captured every time.
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.
What type of Dialpad plan do I need?
You need a Dialpad Pro plan or higher to use LegalMate.
What data gets transferred from Dialpad to Clio Manage?
LegalMate transfers the call transcript, an AI-generated summary, AI-generated notes, a link to the original Dialpad call, synced text messages, and a Clio time entry with an AI-written description.
What happens if I have more than one matter for a contact?
LegalMate adds the communication to the contact's latest open matter. If you'd rather choose manually, you can turn on a setting that leaves the matter unassigned when there's more than one open matter, so you can select it yourself. If the contact only has one matter, it's added automatically.
What happens with related contacts?
LegalMate won't add a communication to a matter if the caller is only a related contact on it. Instead, it adds the communication to that person's contact card, so the record isn't misfiled under someone who isn't actually a client on that matter.
What happens if I have multiple clients on one matter?
LegalMate recognizes all clients on a matter and matches the communication to each of them, so the record is tied to everyone involved, not just one contact.
Do I have to follow a certain format when adding phone numbers into Clio?
No. LegalMate automatically normalizes phone numbers behind the scenes, so formatting differences won't affect matching accuracy.
What's the best Dialpad to Clio integration?
LegalMate is a Certified Clio Partner built specifically for Dialpad. Unlike basic native integrations that only log that a call happened, LegalMate adds full transcripts, AI summaries, structured notes, and automatic time entries. Generic automation tools like Zapier or Make.com can move data between Dialpad and Clio, but they require manual setup, ongoing maintenance, and don't understand legal workflows, no fuzzy matter matching, no AI-generated summaries, no automatic time entries. LegalMate is purpose-built for law firms, so it works out of the box with zero configuration.
How do I capture billable time from Dialpad calls automatically?
LegalMate creates a Clio time entry for every Dialpad call, with an AI-written description of what was discussed. No manual time tracking needed.
Can I sync Dialpad text messages to Clio?
Yes. LegalMate syncs full Dialpad text threads into Clio automatically, with timestamps and sender info included.
How is LegalMate different from Dialpad's native Clio integration?
Dialpad's Clio integration runs through Ion8, which only logs that a call happened. LegalMate adds a full transcript, an AI summary, structured notes, and an automatic time entry, all matched to the correct Clio matter.
Does LegalMate support SMS/text messages on Dialpad?
Yes. We create full text threads that sync into Clio automatically, with timestamps and sender info included.
What happens if a call isn't linked to a Clio contact?
The call still logs in Clio with the AI summary attached, marked "no contact found." You can manually assign it to the right matter afterward.
How do I stop losing billable time on phone calls?
LegalMate automatically tracks every Dialpad call and creates the Clio time entry for you, so calls that used to go unbilled get captured every time.