RINGCENTRAL INTEGRATION

Seamlessly Connect RingCentral & Clio – Automate Call Logs, Transcripts, and Client Communication

LegalMate automates everything between RingCentral and Clio, ensuring every call, transcript, and client interaction is seamlessly logged without manual effort. Save time, reduce errors, and keep your case files complete—so you can focus on practicing law, not managing data.
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Join the growing list of law firms automating their workflows
RingCentral to Clio Manage integration
Sync your call transcripts automatically into Clio Manage

Integration Details

LegalMate bridges the gap between RingCentral and Clio, ensuring that every client call is automatically logged, transcribed, and organized in Clio—without lifting a finger. Our automation eliminates administrative work, keeps case files up to date, and ensures your firm never misses a critical client interaction.
Trigger - when this happens
COMPLETE A CLIENT CALL ON RINGCENTRAL
RingCentral 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 RingCentral transcript and a link to the recording right into your Clio Communications for easy access.
LegalMate’s automation has been essential in reducing the amount of time and effort it takes us to complete a case
As a Certified Clio Partner, we've designed automations that connect directly to Clio that you can trust.
integrate with stuff

Get more out
of your existing legal tools

LegalMate integrates with any legal and general business software you use for your firm including Office 365, Outlook, Clio Manage, Gmail, Dropbox, MyCase, Acuity, Dialpad, Lawmatics and more.
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 RingCentral plan do I need?

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

What data gets transferred from RingCentral to Clio Manage?

The data transferred will include your call record via the existing RingCentral 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.
LegalMate’s automation has been essential in reducing the amount of time and effort it takes us to complete a case
“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
We connect Dialpad and Clio - so your call notes, time entries, and tasks handle themselves. No more logging calls. No more mismatched contacts. Just smoother workflows, faster follow-ups, and time back for real legal work.
Integration
Dialpad Integration
How It Works
Automatic Call LoggingBillable Time TrackedRecordings Linked To MattersCall Notes SummarizedCall Proof Protection
Company
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