Can I Search Dialpad Call Transcripts Inside Clio? (And How to Make It Happen)

Dialpad transcripts are incredibly useful—until you’re digging through them in a separate tab, trying to find that one sentence from last Tuesday’s intake call. Sound familiar?

Law firms love Dialpad’s real-time transcription and call logging, but there’s a gap: those transcripts live in Dialpad, while your case details live in Clio. That disconnect can slow you down, especially when you need to reference a past call in the context of a matter.

The good news? LegalMate bridges the gap—automatically.

Here’s how it works (and how to start searching your call transcripts where they belong).

The Problem: Transcripts in One Place, Matters in Another

Let’s say a client calls to update their case status, and you take the call on Dialpad. The transcript is captured—great. But later, when you’re in Clio and need to double-check what was said, you’re stuck flipping between apps or trying to remember the date of the call just to find it.

That’s not just annoying—it’s inefficient. And for law firms juggling dozens of calls a week, it adds up fast.

The Solution: Searchable Transcripts, Synced to Clio Matters

With LegalMate’s integration, every Dialpad call is automatically matched to the right matter in Clio—based on the client’s phone number, call context, or tags you already use.

But we don’t stop at call logs. LegalMate pulls in the full Dialpad transcript and attaches it directly to the relevant matter as a note or communication record. That means:

✅ You can search transcript content using Clio’s built-in search
✅ You can view past calls alongside all your case documents and notes
✅ Your team always knows where to look (no more “who took that call?”)

What It Looks Like in Practice

• A new client calls your intake number from their mobile.
• The call is handled in Dialpad, and the transcript is generated.
• LegalMate matches the number to an open matter—or creates a new contact if needed.
• The transcript is pushed to Clio, attached to the correct matter, with the call date/time and participants.

No extra clicks. No manual uploads. It just happens.

Bonus: Make Transcripts Work Harder for You

Once your transcripts live in Clio, you can:

• Copy key quotes directly into case notes or filings
• Track client conversations for compliance and follow-up
• Quickly reference prior calls before your next meeting

No more toggling. No more searching Slack or email threads.

Final Thought

Dialpad’s transcripts are a powerful tool—but only if you can actually find and use them when it matters. LegalMate makes sure your call history lives where it belongs: inside your matter management system, ready when you need it.

Want help getting set up? Let’s talk.

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