Dialpad Insurance: How Automated Call Transcriptions in Clio Protect Your Practice

Have You Ever Had a Client Dispute What Was Said on a Call? Now You Have the Transcript to Back You Up.

Every lawyer has faced it. A client insists, "You told me something different over the phone," or disputes a key detail of a conversation. Without a reliable record, it becomes a frustrating and time-consuming back-and-forth.

Relying on memory or handwritten notes isn’t enough. But what if every call you made was automatically transcribed, searchable, and synced with your Clio Manage case files?

Enter Dialpad + Clio Automation by LegalMate—your built-in insurance policy for call accuracy.

The Problem: "He Said, She Said" Disputes Waste Your Time

For lawyers, phone calls are an essential part of daily practice. But they also pose a risk:

• Clients misremember conversations (or conveniently "forget" details)
• Verbal agreements can be challenged with no written proof
• Manually recording call details takes time away from billable work

Without a verbatim record, you’re left without evidence when a client challenges what was discussed.

The Solution: Automatic Call Transcripts, Directly in Clio Manage

LegalMate’s Dialpad automation solves this problem by seamlessly integrating call transcription into Clio Manage. Here’s how it works:

1. Make or receive a call using Dialpad – every call is automatically transcribed in real-time.
2. LegalMate syncs the transcript to Clio – linking it to the relevant case or contact.
3. Your transcripts are searchable & organized – no more digging through handwritten notes or trying to recall conversations.

Without Automation: A Manual, Time-Consuming Process

Without LegalMate’s DialPad x Clio Manage automation, you would have to:

• Manually retrieve call transcripts from Dialpad.
• Download or copy the transcript into a document.
• Upload and attach the document to the correct case file in Clio.
• Repeat this process for every single call.

This is inefficient, prone to errors, and adds unnecessary administrative work to your already busy schedule.

With Automation: Seamless Syncing of Call Transcripts into Clio

LegalMate’s Dialpad automation solves this problem by seamlessly integrating call transcription into Clio Manage. Here’s how it works:

1. Make or receive a call using Dialpad – every call is automatically transcribed in real-time.
2. LegalMate syncs the transcript to Clio – linking it to the relevant case or contact instantly.
3. Your transcripts are searchable & organized – no more digging through handwritten notes or trying to recall conversations. Remember a specific topic you talked about? You can even search keywords in Clio and the transcript will appear.

Benefits of Automating Call Transcription

Eliminate Disputes – Have an exact, time-stamped record of what was said. If a client claims you promised something different, you can instantly pull up the transcript in Clio.

Save Hours of Admin Work – No more manually typing call notes or trying to reconstruct conversations from memory. Your transcripts are stored and organized automatically.

Stay Compliant & Reduce Liability – Having a searchable record ensures you always have proof of client interactions, reducing risk in case of disputes.

Find Information Instantly – Need to reference a key detail from last month’s call? Just search Clio, and the full transcript is at your fingertips.

How Lawyers Are Using This Right Now

🔹 A solo practitioner in California uses Dialpad transcription in Clio to ensure clients can’t dispute key deadlines or legal advice.

🔹 A mid-sized firm in New York saves 10+ hours per month by eliminating manual note-taking, allowing attorneys to focus on billable work instead.

🔹 A family law attorney in Texas keeps call records as proof of verbal agreements, preventing unnecessary legal disputes.

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