RingCentral Integration

Integrations : RingCentral

Automate your RingCentral calls and messages directly into Clio.

Automate your RingCentral calls and messages directly into Clio.

Keep every conversation organized, billable, and accessible — without lifting a finger.

Keep every conversation organized, billable, and accessible — without lifting a finger.

How it works

Turn every RingCentral call into billable time — 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.

I'm going to shout it to the mountaintops because this solved a problem that was plaguing me. It eliminates the long, multi-step process of getting call transcripts from Ringcentral, which also had a 60-day limit. Now, I can easily access all conversations from my team, including my paralegals and intake manager, saving me at least 10 minutes per call and we tend to have 300+ calls a month.

Cynthia Carroll

Attorney and Counselors at Law

With Legalmate everyone at Ramage Law now uses the email generated after eaxh call to keep all notes in one place. It's completely transformed how we manage our practice with calls - reducing admin work by 2x-5x and helping us stay effortlessly on top of every case.

Danielle Khaitas

Ramage Law, Automation Specialist

How it works

Integrations : RingCentral

Automate your RingCentral calls and messages directly into Clio.

Keep every conversation organized, billable, and accessible — without lifting a finger.

How it works

Turn every RingCentral call into billable time — 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.

Turn every RingCentral conversation into billable time — with LegalMate

LegalMate connects RingCentral and Clio so your firm captures every detail across calls and messages. Conversations are automatically logged, summarized, and linked to the right matter, while call records sync seamlessly into Clio. Recover billable hours, cut manual admin, and keep your cases organized with zero extra effort.

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.

I'm going to shout it to the mountaintops because this solved a problem that was plaguing me. It eliminates the long, multi-step process of getting call transcripts from Ringcentral, which also had a 60-day limit. Now, I can easily access all conversations from my team, including my paralegals and intake manager, saving me at least 10 minutes per call and we tend to have 300+ calls a month.

Cynthia Carroll

Attorney and Counselors at Law

With Legalmate everyone at Ramage Law now uses the email generated after eaxh call to keep all notes in one place. It's completely transformed how we manage our practice with calls - reducing admin work by 2x-5x and helping us stay effortlessly on top of every case.

Danielle Khaitas

Ramage Law, Automation Specialist

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 RingCentral plan do I need to have?

You need to be on a paid Pro plan with RingCentral.

How accurate are the AI summaries and transcripts?

LegalMate layers its AI on top of RingCentral's native transcription to produce accurate summaries, titles, and action items.

Do I need to record my phone calls inside RingCentral for this to work?

Yes

How do I automatically log RingCentral calls into Clio?

Connect RingCentral and Clio through LegalMate. Every call is automatically transcribed, matched to the right contact and matter, and logged in Clio with a summary and time entry, no manual entry required.

Does RingCentral integrate with Clio?

Yes. LegalMate connects RingCentral and Clio, automatically syncing calls, transcripts, AI summaries, and time entries into the correct matter.

How do I capture billable time from RingCentral calls?

LegalMate creates a Clio time entry for every RingCentral call, with an AI-written description of what was discussed. No manual time tracking needed.

What's the best RingCentral to Clio integration?

LegalMate is a Certified Clio Partner built specifically for RingCentral. Unlike basic native integrations that only log that a call happened, LegalMate adds full transcripts, AI summaries, structured notes, and automatic time entries.

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 RingCentral plan do I need to have?

You need to be on a paid Pro plan with RingCentral.

How accurate are the AI summaries and transcripts?

LegalMate layers its AI on top of RingCentral's native transcription to produce accurate summaries, titles, and action items.

Do I need to record my phone calls inside RingCentral for this to work?

Yes

How do I automatically log RingCentral calls into Clio?

Connect RingCentral and Clio through LegalMate. Every call is automatically transcribed, matched to the right contact and matter, and logged in Clio with a summary and time entry, no manual entry required.

Does RingCentral integrate with Clio?

Yes. LegalMate connects RingCentral and Clio, automatically syncing calls, transcripts, AI summaries, and time entries into the correct matter.

How do I capture billable time from RingCentral calls?

LegalMate creates a Clio time entry for every RingCentral call, with an AI-written description of what was discussed. No manual time tracking needed.

What's the best RingCentral to Clio integration?

LegalMate is a Certified Clio Partner built specifically for RingCentral. Unlike basic native integrations that only log that a call happened, LegalMate adds full transcripts, AI summaries, structured notes, and automatic time entries.

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 RingCentral plan do I need to have?

You need to be on a paid Pro plan with RingCentral.

How accurate are the AI summaries and transcripts?

LegalMate layers its AI on top of RingCentral's native transcription to produce accurate summaries, titles, and action items.

Do I need to record my phone calls inside RingCentral for this to work?

Yes

How do I automatically log RingCentral calls into Clio?

Connect RingCentral and Clio through LegalMate. Every call is automatically transcribed, matched to the right contact and matter, and logged in Clio with a summary and time entry, no manual entry required.

Does RingCentral integrate with Clio?

Yes. LegalMate connects RingCentral and Clio, automatically syncing calls, transcripts, AI summaries, and time entries into the correct matter.

How do I capture billable time from RingCentral calls?

LegalMate creates a Clio time entry for every RingCentral call, with an AI-written description of what was discussed. No manual time tracking needed.

What's the best RingCentral to Clio integration?

LegalMate is a Certified Clio Partner built specifically for RingCentral. Unlike basic native integrations that only log that a call happened, LegalMate adds full transcripts, AI summaries, structured notes, and automatic time entries.