Focus on Talking to Clients.
Let AI Create the Notes and Bill the Time.

LegalMate turns your Dialpad calls into detailed Clio records - with AI summaries, time entries, and searchable transcripts.

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Transcript & AI summary

Every call, transcribed instantly. 

AI-written call summaries, no typing required.

Search any past conversation in seconds.

Your call record, built for protection.

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Sync all your text messages from Dialpad to Clio

No more lost client texts - sync every message.

Full text threads are auto-logged.

Timestamps and sender info included.

All messages are filed to the right matter.

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BENEFITS

Why choose
LegalMate?

Never take notes again

Your calls are automatically transcribed and summarized–so you can stay present, not play catch-up.

You’ll always know where to find what was said

No more scrolling, searching, or guessing. Every call and text is filed automatically in Clio.

You’ll stop losing billable time

Every minute on the phone is tracked and logged to Clio, with an AI-written entry, so you actually get paid for it.

You’ll be protected without even thinking about it

He said/she said? You’ve got the receipts. Clear records, built-in compliance, zero effort.

CUSTOMER STORIES

Don’t just take our word for it...

Hear from world class firms on how LegalMate has become integral to their practice

“Now every call is documented, searchable, and billable—without adding to our workload.”

Frequently asked questions

Your questions, answered.

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.