DIALPAD INTEGRATION

Log calls, capture notes, and track time—automatically in Clio.

LegalMate’s Dialpad integration logs every call with a time entry, AI notes, a recording, and a transcript—linked to the right matter, no extra work needed.

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Integration Details

LegalMate connects Dialpad to Clio so your calls don’t just get logged — they get captured, summarized, and stored where they belong. Every call is automatically transcribed, time-tracked, and linked to the correct Clio matter, with the full recording and searchable notes included. That means no more digging through voicemails or scribbled notes — just clean, searchable records of exactly what was said, when it was said, and who said it.

Trigger - when this happens

COMPLETE A CLIENT CALL ON DIALPAD

Dialpad records your calls and creates a transcript for your records.

action - then do this

UPLOAD TRANSCRIPT TO CLIO COMMUNICATION

After your call, we’ll upload both the Dialpad transcript and a link to the recording right into your Clio Communications for easy access.

SUMMARIZE CALL NOTES

Key details like client names, instructions, important conversation points and agreements are auto-summarized and saved to Clio after every call.

TRACK BILLABLE HOURS

After your call, automatically capture a time entry in Clio, helping you recover billable minutes without even thinking about it.

Integration Features

Automatic Time Logging

LegalMate’s AI-powered integration with Dialpad and Clio to automatically generate time entries after each client call—making your time tracking faster, more accurate, and completely hands-off.

Custom AI Summaries

Create AI prompts that give your Dialpad-to-Clio summaries more context, specificity, and legal relevance—tailored to your firm’s location, practice area, and workflow.

Automate emails and action items

After a Dialpad call, the AI summary in Clio includes an automatically drafted follow-up email and the pertaining action items.

Frequently asked questions

You should have questions

Do I have to set it up myself?

No, you do not. We've designed our pre-built automations to be implemented within your firm seamlessly and effortlessly. Once we set it up together, there should be little to no management required going forward.

How long does it take to set up?

To make sure you have a seamless and easy experience, we'll schedule a 30 minute call to help you set up your automation. After the call, you'll be all set up and we will be available for help if needed!

What type of Dialpad plan do I need?

You will need to be on any one of the paid plans DialPad offers.

What data gets transferred from Dialpad to Clio Manage?

The data transferred will include your call record via the existing DialPad and Clio integration. Our automation will then include a link to your call and the transcript that allows you to access all within one place.

What happens if there is a problem?

We have a number of checks and balances to ensure your automation will run smoothly. However, in the case that you are needing any type of support, you'll have the CEO's personal phone number you can contact. We really mean that.

Automation is for you if...

You’re overwhelmed with the number of cases you have on the go at any given time.

You’re behind or always worried about sending status updates to your clients.

You’re unsure if your immigration forms are accurate and how to identify the mistakes.

You lose repeat clients when they reach new immigration milestones because you don’t have a great way to track cases

You feel like your cases could be moving faster.

You’re worried about your clients missing future opportunities.

“Our firm hired LegalMate to create an essential workflow automation for different immigration fillings, submitted applications and various essential notices. Before the automation, this was all done manually. LegalMate has automated it all!

Karen Jones

KW Law