Dialpad Integration
Integrates with
& more
★★★★★ Helped over 100+ law firms
RingCentral, Dialpad, Quo or Zoom. Your calls, in Clio.
RingCentral, Dialpad, Quo or Zoom. Your calls, in Clio.
RingCentral, Dialpad, Quo or Zoom. Your calls, in Clio.
LegalMate connects what you already use. No new phone system, no migration.
LegalMate connects what you already use. No new phone system, no migration.
LegalMate connects what you already use. No new phone system, no migration.
call · logged in
Call with Claire Alexander
Today, 2:14 PM · 6m 20s · Matter 1042
Summary
Custody schedule confirmed for the 22nd, revised agreement to follow
Next steps
Send revised agreement before the hearing
Time entry
0.2 · Call with client re: custody schedule
Added by LegalMate the moment the call ended
call · logged in
Call with Claire Alexander
Today, 2:14 PM · 6m 20s · Matter 1042
Summary
Custody schedule confirmed for the 22nd, revised agreement to follow
Next steps
Send revised agreement before the hearing
Time entry
0.2 · Call with client re: custody schedule
Added by LegalMate the moment the call ended
How it works
Whichever phone you have. It’s in Clio.
Whichever phone you have. It’s in Clio.
Whichever phone you have. It’s in Clio.
Whatever your firm runs on, the call ends the same way: logged, noted, and billed on the right Clio matter.
→
01 · Nothing changes
Take the call on the phone you have
RingCentral, Dialpad or Zoom Phone, with recording on. No new phone system, no porting numbers, no migration.
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 and time entry
A note, the summary, and a time entry with a written description of what was discussed. Ready to bill.
“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.”
Cynthia Carroll
Attorney and Counselors at Law · RingCentral + Clio
“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.”
Cynthia Carroll
Attorney and Counselors at Law · RingCentral + Clio
“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.”
Cynthia Carroll
Attorney and Counselors at Law · RingCentral + Clio
Join the law firms billing more calls with AI:
Join the law firms billing more calls with AI:
Join the law firms billing more calls with AI:
Is this a fit?
Works with the stack you already run.
Works with the stack you already run.
LegalMate is built for firms with 4+ attorneys and high call volume. That is where automatic capture, matching, and time entries actually pay for themselves.
LegalMate is built for firms with 4+ attorneys and high call volume. That is where automatic capture, matching, and time entries actually pay for themselves.
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.