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Automatic Call Entries

Every time you make or take a call in Dialpad, LegalMate logs it straight into Clio — matched to the right contact and matter. No copying, no missing details.

Each call record includes:

• Who called who

• When it happened and how long it lasted

• A link back to the full call recording in Dialpad

Full Call Transcripts and AI Summaries

You took the call on the run and couldn’t take notes? LegalMate captures it all for you:

• Full transcripts of every conversation

• AI-generated summaries with next steps and action items

• Fully searchable call content right inside Clio

• Quick access to the original audio recording

Automatic Time Entries with AI Descriptions

Never lose another billable minute. After each call, LegalMate:

• Creates a time entry automatically in Clio

• Writes a clear description based on what was discussed

• Lets you choose which users have time tracking turned on

Sync all your text messages

• No more lost client texts - sync every message and MMS.

• Full text threads are auto-logged, including your departments.

• Timestamps and sender info included.

• All messages are filed to the right matter.

Additional Benefits

• Search faster: Quickly find keywords, client details, SMS, or decisions across past calls using Clio’s search.

• Protect your firm: Full call records help reduce malpractice risks by keeping complete communication logs.

• Streamline billing: No more tracking calls manually — billable time and call summaries are generated for you.