Dialpad Integration
Connects
How it works
→
01 · Nothing changes
Take the call on RingCentral
Desk phone, app, or mobile. Recording on, like it is today. Nobody at the firm does anything differently.
02 · AI review
LegalMate’s agent takes over
It reads the transcript like a paralegal would — pulls out what was decided, who owns the next step, and which matter it belongs to.
03 · Logged in Clio
Clio gets the record
A note, the summary, and a time entry with a written description of what was discussed. Ready to bill.
Is this a fit?
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.