Works with
Works with
Plaud recordings, filed in Clio and Filevine.
Record client meetings on your Plaud, then ask LegalMate to file them. You get a summary on the right Clio matter or Filevine project, and nothing is added until you approve it.
How it works
How the Plaud integration works
Your team keeps recording the way it does today. The one new habit is asking LegalMate to file the recording when the meeting ends.
01
·
Record
Record the meeting on your Plaud
A consultation in your office or a conversation at the courthouse. Afterwards, open the Plaud app so the recording uploads and Plaud writes the transcript.
02
·
Ask
Ask the LegalMate assistant
Type something like “File my Plaud recording with Jane Smith to her matter.” The assistant finds the recording, reads Plaud’s transcript and works out the client and matter.
03
·
Approve
Approve it, then it’s filed
The assistant shows you the note first. Confirm it, and the note lands on the matter in Clio or the project in Filevine.
Use cases
What you can do with Plaud and LegalMate
Once Plaud is connected, the meeting in your office sits next to the client’s calls, texts and video meetings. Each question below needs more than one of them to answer.
Plaud + Dialpad
“What did Marcus say about the settlement number?”
He raised it on a Dialpad call and again in your office. The assistant checks both and tells you what he said each time.
Plaud + your phone system
“Did the client’s account change between the intake call and our meeting?”
The assistant compares the RingCentral, Zoom Phone or Quo call with the Plaud transcript and points out what’s different.
Plaud + meeting notetaker
“Catch me up on the Reyes project before my 2pm.”
One answer from the Plaud recording, the client’s calls and texts, and the Zoom, Google Meet or Teams meetings the notetaker joined.
Plaud + Clio or Filevine
“File today’s Plaud recordings to the right matters.”
The assistant proposes a matter or project for each recording and files the notes you approve.
Use cases
What you can do with Plaud and LegalMate
Once Plaud is connected, the meeting in your office sits next to the client’s calls, texts and video meetings. Each question below needs more than one of them to answer.
Plaud + Dialpad
“What did Marcus say about the settlement number?”
He raised it on a Dialpad call and again in your office. The assistant checks both and tells you what he said each time.
Plaud + your phone system
“Did the client’s account change between the intake call and our meeting?”
The assistant compares the RingCentral, Zoom Phone or Quo call with the Plaud transcript and points out what’s different.
Plaud + meeting notetaker
“Catch me up on the Reyes project before my 2pm.”
One answer from the Plaud recording, the client’s calls and texts, and the Zoom, Google Meet or Teams meetings the notetaker joined.
Plaud + Clio or Filevine
“File today’s Plaud recordings to the right matters.”
The assistant proposes a matter or project for each recording and files the notes you approve.
Use cases
What you can do with Plaud and LegalMate
Once Plaud is connected, the meeting in your office sits next to the client’s calls, texts and video meetings. Each question below needs more than one of them to answer.
Plaud + Dialpad
“What did Marcus say about the settlement number?”
He raised it on a Dialpad call and again in your office. The assistant checks both and tells you what he said each time.
Plaud + your phone system
“Did the client’s account change between the intake call and our meeting?”
The assistant compares the RingCentral, Zoom Phone or Quo call with the Plaud transcript and points out what’s different.
Plaud + meeting notetaker
“Catch me up on the Reyes project before my 2pm.”
One answer from the Plaud recording, the client’s calls and texts, and the Zoom, Google Meet or Teams meetings the notetaker joined.
Plaud + Clio or Filevine
“File today’s Plaud recordings to the right matters.”
The assistant proposes a matter or project for each recording and files the notes you approve.
By practice area
How law firms use Plaud with LegalMate
More than 100 law firms use LegalMate, including family law, personal injury, estate planning and employment practices. Each tab shows what that kind of firm records in person and what ends up on the matter.
Personal injury
Sign-ups and scene visits, on the file before you’re back at the office.
Personal injury intake often happens at the client’s home or in the hospital. Record it on your Plaud and the assistant writes the note onto the Filevine project or Clio matter, next to the client’s intake calls.
Where you record
New-client sign-ups at home or in the hospital, accident-scene walk-throughs and deposition prep.
What gets filed
Injuries, treatment, providers, witnesses and the next steps the client mentioned.
Ask later
“What did the client say about prior injuries, on the phone or in person?”
Setup instructions
How to set up Plaud with LegalMate
Plaud connects like our other integrations, with one click in LegalMate and your Plaud login. There’s nothing to install on the recorder.
Any Plaud recorder
Plaud Note, Note Pro, NotePin or NotePin S. LegalMate connects to your Plaud account, not to the device, so the model doesn’t matter.
Recordings in Plaud’s cloud
LegalMate reads from Plaud’s cloud. Keep Plaud Cloud Sync on and open the Plaud app after recording so the file uploads.
A Plaud transcript
LegalMate works from the transcript and AI notes Plaud already made. It doesn’t process the audio, so transcribe the recording in Plaud first.
Connect Plaud in LegalMate
Go to Settings › Connected accounts and click Connect next to Plaud. Each person connects their own Plaud account. You need a paid LegalMate account with Clio or Filevine connected.
Setup instructions
How to set up Plaud with LegalMate
Plaud connects like our other integrations, with one click in LegalMate and your Plaud login. There’s nothing to install on the recorder.
Any Plaud recorder
Plaud Note, Note Pro, NotePin or NotePin S. LegalMate connects to your Plaud account, not to the device, so the model doesn’t matter.
Recordings in Plaud’s cloud
LegalMate reads from Plaud’s cloud. Keep Plaud Cloud Sync on and open the Plaud app after recording so the file uploads.
A Plaud transcript
LegalMate works from the transcript and AI notes Plaud already made. It doesn’t process the audio, so transcribe the recording in Plaud first.
Connect Plaud in LegalMate
Go to Settings › Connected accounts and click Connect next to Plaud. Each person connects their own Plaud account. You need a paid LegalMate account with Clio or Filevine connected.
Setup instructions
How to set up Plaud with LegalMate
Plaud connects like our other integrations, with one click in LegalMate and your Plaud login. There’s nothing to install on the recorder.
Any Plaud recorder
Plaud Note, Note Pro, NotePin or NotePin S. LegalMate connects to your Plaud account, not to the device, so the model doesn’t matter.
Recordings in Plaud’s cloud
LegalMate reads from Plaud’s cloud. Keep Plaud Cloud Sync on and open the Plaud app after recording so the file uploads.
A Plaud transcript
LegalMate works from the transcript and AI notes Plaud already made. It doesn’t process the audio, so transcribe the recording in Plaud first.
Connect Plaud in LegalMate
Go to Settings › Connected accounts and click Connect next to Plaud. Each person connects their own Plaud account. You need a paid LegalMate account with Clio or Filevine connected.
Where it lands
What LegalMate files from a Plaud recording, and on which matter
Notes go onto the matter in Clio or the project in Filevine. The assistant picks the match, and you approve it before anything is written.
Clio
A note on the matter with the summary, decisions and next steps. Ask for a time entry and the assistant drafts one for you to approve. See the Clio integration.
Clio
A note on the matter with the summary, decisions and next steps. Ask for a time entry and the assistant drafts one for you to approve. See the Clio integration.
Clio
A note on the matter with the summary, decisions and next steps. Ask for a time entry and the assistant drafts one for you to approve. See the Clio integration.
Filevine
A note on the project with the summary, decisions and next steps. See the Filevine integration.
Filevine
A note on the project with the summary, decisions and next steps. See the Filevine integration.
Filevine
A note on the project with the summary, decisions and next steps. See the Filevine integration.
Which matter
An in-person meeting has no caller number, so the assistant uses the recording’s title, date and the names in the transcript, plus your calendar and your Clio contacts or Filevine project clients. If two matters could fit, it asks. Naming the client in your request skips the question.
Which matter
An in-person meeting has no caller number, so the assistant uses the recording’s title, date and the names in the transcript, plus your calendar and your Clio contacts or Filevine project clients. If two matters could fit, it asks. Naming the client in your request skips the question.
Which matter
An in-person meeting has no caller number, so the assistant uses the recording’s title, date and the names in the transcript, plus your calendar and your Clio contacts or Filevine project clients. If two matters could fit, it asks. Naming the client in your request skips the question.
Your approval
Nothing is written to Clio or Filevine until you confirm what the assistant shows you.
Your approval
Nothing is written to Clio or Filevine until you confirm what the assistant shows you.
Your approval
Nothing is written to Clio or Filevine until you confirm what the assistant shows you.
LegalMate
The summary and your conversation with the assistant, next to the client’s calls and texts from Dialpad, RingCentral, Zoom Phone or Quo.
LegalMate
The summary and your conversation with the assistant, next to the client’s calls and texts from Dialpad, RingCentral, Zoom Phone or Quo.
LegalMate
The summary and your conversation with the assistant, next to the client’s calls and texts from Dialpad, RingCentral, Zoom Phone or Quo.
Not today
Transcripts aren’t saved as files in Clio Documents, Filevine, Box or Google Drive.
Not today
Transcripts aren’t saved as files in Clio Documents, Filevine, Box or Google Drive.
Not today
Transcripts aren’t saved as files in Clio Documents, Filevine, Box or Google Drive.
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.
How do I connect Plaud to LegalMate?
Go to Settings › Connected accounts in LegalMate, click Connect next to Plaud and sign in to your Plaud account. Each person at the firm connects their own account. To stop, click Disconnect in the same place. If the connection expires, the assistant tells you and gives you a link to reconnect.
Does LegalMate work with the original Plaud Note?
Yes. LegalMate connects to your Plaud account through Plaud’s MCP connection, not to the recorder, so the original Plaud Note, Note Pro, NotePin and NotePin S all work the same way.
Do Plaud recordings have to sync to the Plaud cloud first?
Yes. LegalMate reads recordings from Plaud’s cloud, not from the device. Keep Plaud Cloud Sync on and open the Plaud app after a meeting so the recording uploads. A recording that is only on the recorder won’t show up yet.
Does LegalMate transcribe Plaud recordings or use Plaud’s transcript?
It uses Plaud’s. LegalMate reads the transcript and AI notes Plaud already made and writes its own summary and note from them. It doesn’t process the audio, so a recording needs a Plaud transcript first.
Do I need Plaud Pro to use Plaud with LegalMate?
No. LegalMate works with every Plaud plan. Transcription minutes come from your Plaud plan: Plaud lists 300 a month on the free Starter plan and 1,200 on Pro. LegalMate doesn’t check your plan or the minutes you have left.
How does LegalMate match a Plaud recording to the right Clio matter?
It uses the recording’s details and your calendar, contacts and Clio matters to find the likely match. When the match is uncertain, it asks you. Naming the client or matter in your request makes it faster.
Does the Plaud integration work with Filevine?
Yes. The LegalMate assistant works with Filevine the same way it works with Clio: it reads your Plaud recording, finds the project and files a note on it once you approve.
What does LegalMate add to a Filevine project from a Plaud recording?
A note on the project with the summary, decisions and next steps from the meeting. The transcript isn’t uploaded to the project as a document.
Can LegalMate log time from a Plaud recording?
In Clio, yes, when you ask. Filing a recording creates a matter note. Ask the assistant for a time entry and it drafts one from the meeting with the billing details you give it, for you to approve.
Do Plaud recordings sync automatically like phone calls?
Not yet. On-demand sync requests and workflows are available. Automatic syncs are coming soon. Today you ask the assistant when you want a recording filed, while RingCentral, Dialpad, Zoom Phone and Quo calls file on their own.
Can Plaud transcripts be saved to Clio Documents, Filevine, Box or Google Drive?
No. Plaud-derived outputs live in LegalMate, and the summary and note go onto the matter or project. If you need transcripts filed as documents, tell us at support@legalmate.co.
Can my colleagues see my Plaud recordings?
No. Each person connects their own Plaud account, and the assistant only reads recordings from the account that is connected.
Which LegalMate plans include the Plaud integration?
All paid LegalMate accounts in good standing have access to the Plaud integration. You can try it during the 7-day free trial.
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.
How do I connect Plaud to LegalMate?
Go to Settings › Connected accounts in LegalMate, click Connect next to Plaud and sign in to your Plaud account. Each person at the firm connects their own account. To stop, click Disconnect in the same place. If the connection expires, the assistant tells you and gives you a link to reconnect.
Does LegalMate work with the original Plaud Note?
Yes. LegalMate connects to your Plaud account through Plaud’s MCP connection, not to the recorder, so the original Plaud Note, Note Pro, NotePin and NotePin S all work the same way.
Do Plaud recordings have to sync to the Plaud cloud first?
Yes. LegalMate reads recordings from Plaud’s cloud, not from the device. Keep Plaud Cloud Sync on and open the Plaud app after a meeting so the recording uploads. A recording that is only on the recorder won’t show up yet.
Does LegalMate transcribe Plaud recordings or use Plaud’s transcript?
It uses Plaud’s. LegalMate reads the transcript and AI notes Plaud already made and writes its own summary and note from them. It doesn’t process the audio, so a recording needs a Plaud transcript first.
Do I need Plaud Pro to use Plaud with LegalMate?
No. LegalMate works with every Plaud plan. Transcription minutes come from your Plaud plan: Plaud lists 300 a month on the free Starter plan and 1,200 on Pro. LegalMate doesn’t check your plan or the minutes you have left.
How does LegalMate match a Plaud recording to the right Clio matter?
It uses the recording’s details and your calendar, contacts and Clio matters to find the likely match. When the match is uncertain, it asks you. Naming the client or matter in your request makes it faster.
Does the Plaud integration work with Filevine?
Yes. The LegalMate assistant works with Filevine the same way it works with Clio: it reads your Plaud recording, finds the project and files a note on it once you approve.
What does LegalMate add to a Filevine project from a Plaud recording?
A note on the project with the summary, decisions and next steps from the meeting. The transcript isn’t uploaded to the project as a document.
Can LegalMate log time from a Plaud recording?
In Clio, yes, when you ask. Filing a recording creates a matter note. Ask the assistant for a time entry and it drafts one from the meeting with the billing details you give it, for you to approve.
Do Plaud recordings sync automatically like phone calls?
Not yet. On-demand sync requests and workflows are available. Automatic syncs are coming soon. Today you ask the assistant when you want a recording filed, while RingCentral, Dialpad, Zoom Phone and Quo calls file on their own.
Can Plaud transcripts be saved to Clio Documents, Filevine, Box or Google Drive?
No. Plaud-derived outputs live in LegalMate, and the summary and note go onto the matter or project. If you need transcripts filed as documents, tell us at support@legalmate.co.
Can my colleagues see my Plaud recordings?
No. Each person connects their own Plaud account, and the assistant only reads recordings from the account that is connected.
Which LegalMate plans include the Plaud integration?
All paid LegalMate accounts in good standing have access to the Plaud integration. You can try it during the 7-day free trial.
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.
How do I connect Plaud to LegalMate?
Go to Settings › Connected accounts in LegalMate, click Connect next to Plaud and sign in to your Plaud account. Each person at the firm connects their own account. To stop, click Disconnect in the same place. If the connection expires, the assistant tells you and gives you a link to reconnect.
Does LegalMate work with the original Plaud Note?
Yes. LegalMate connects to your Plaud account through Plaud’s MCP connection, not to the recorder, so the original Plaud Note, Note Pro, NotePin and NotePin S all work the same way.
Do Plaud recordings have to sync to the Plaud cloud first?
Yes. LegalMate reads recordings from Plaud’s cloud, not from the device. Keep Plaud Cloud Sync on and open the Plaud app after a meeting so the recording uploads. A recording that is only on the recorder won’t show up yet.
Does LegalMate transcribe Plaud recordings or use Plaud’s transcript?
It uses Plaud’s. LegalMate reads the transcript and AI notes Plaud already made and writes its own summary and note from them. It doesn’t process the audio, so a recording needs a Plaud transcript first.
Do I need Plaud Pro to use Plaud with LegalMate?
No. LegalMate works with every Plaud plan. Transcription minutes come from your Plaud plan: Plaud lists 300 a month on the free Starter plan and 1,200 on Pro. LegalMate doesn’t check your plan or the minutes you have left.
How does LegalMate match a Plaud recording to the right Clio matter?
It uses the recording’s details and your calendar, contacts and Clio matters to find the likely match. When the match is uncertain, it asks you. Naming the client or matter in your request makes it faster.
Does the Plaud integration work with Filevine?
Yes. The LegalMate assistant works with Filevine the same way it works with Clio: it reads your Plaud recording, finds the project and files a note on it once you approve.
What does LegalMate add to a Filevine project from a Plaud recording?
A note on the project with the summary, decisions and next steps from the meeting. The transcript isn’t uploaded to the project as a document.
Can LegalMate log time from a Plaud recording?
In Clio, yes, when you ask. Filing a recording creates a matter note. Ask the assistant for a time entry and it drafts one from the meeting with the billing details you give it, for you to approve.
Do Plaud recordings sync automatically like phone calls?
Not yet. On-demand sync requests and workflows are available. Automatic syncs are coming soon. Today you ask the assistant when you want a recording filed, while RingCentral, Dialpad, Zoom Phone and Quo calls file on their own.
Can Plaud transcripts be saved to Clio Documents, Filevine, Box or Google Drive?
No. Plaud-derived outputs live in LegalMate, and the summary and note go onto the matter or project. If you need transcripts filed as documents, tell us at support@legalmate.co.
Can my colleagues see my Plaud recordings?
No. Each person connects their own Plaud account, and the assistant only reads recordings from the account that is connected.
Which LegalMate plans include the Plaud integration?
All paid LegalMate accounts in good standing have access to the Plaud integration. You can try it during the 7-day free trial.
More from Plaud: how the Plaud MCP connection works and Plaud’s plans and transcription minutes.
LegalMate also files calls and meetings from Dialpad, RingCentral, Zoom Phone, Quo and the Google Meet, Zoom and Microsoft Teams notetaker into Clio and Filevine.
Plaud integration
See a Plaud recording land on the matter
Bring a recent client meeting to a 20-minute call. We connect Plaud and show the note going onto the Clio matter or Filevine project.
Plaud integration
See a Plaud recording land on the matter
Bring a recent client meeting to a 20-minute call. We connect Plaud and show the note going onto the Clio matter or Filevine project.
Plaud integration
See a Plaud recording land on the matter
Bring a recent client meeting to a 20-minute call. We connect Plaud and show the note going onto the Clio matter or Filevine project.