LegalMate Call Sync for RingCentral, Dialpad and Quo

How LegalMate Call Sync for RingCentral, Dialpad and Quo works with Clio

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  Every call is matched to the right Clio matter

  When a call comes in on Dialpad, RingCentral, or Quo, LegalMate automatically identifies the client and matches it to the correct matter in Clio, no manual searching or filing required. The call is transcribed in real time, and an AI-generated summary, notes, and next steps are logged directly on that matter. Text messages are synced the same way, so every conversation, however it happened, lives in one place in Clio. Your team can search past calls in seconds instead of trying to remember what was said or digging through separate phone system logs.

• Turn every call into a Clio time entry automatically

  The moment a call ends, LegalMate creates a time entry in Clio with an AI-written description of what was discussed, accurately capturing billable minutes instead of relying on memory or rounded estimates. Firms using LegalMate report adding $10K+ per month in previously unbilled time, just from calls that used to go unlogged. Nothing changes about how you or your team take a call: you talk, LegalMate listens, and Clio gets an accurate, ready-to-bill entry waiting for review.