DIALPAD INTEGRATION

Automatically upload your Dialpad Transcripts into your Clio Manage

With LegalMate, each time you make a call in Dialpad, a communication record is created in Clio—and we automatically upload the transcript, keeping everything organized without any extra work.

Thank you!

We will be in contact with you shortly with more details.

We had an issue setting you up. Please, try again.

Integration Details

With our Dialpad integration, every call transcript is uploaded directly into Clio, making all call content fully searchable. Without this feature, Clio only reflects that a call happened, without any searchable details. But with this automation, you can use Clio’s search to locate specific keywords or phrases mentioned in calls, allowing you to quickly find crucial information and insights from past conversations. This integration enhances Clio’s functionality, helping you retrieve client details and context instantly, right when you need 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.

INTEGRATIONS BUILT FOR CLIO

What we are nt

We're not Zapier. We're not consultants. We don't hand you a toolkit and wish you luck.We build done-for-you integrations designed specifically for law firms—built around real workflows, real tools, and real pain points.
We're LegalMate. We know how your day actually works, and we automate the parts that slow it down.

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