Dialpad Integrates with Clio Manage

Dialpad, a provider of artificial intelligence-powered communication and collaboration, has integrated with Clio Manage, providing law firms with VoIP features, SMS capabilities, detailed call analytics, unlimited audio recordings, and real-time transcription for every call and meeting, powered by Dialpad's Voice Intelligence.

Key features of the integration include the following:

  • Click-to-call, that lets users click on clients' numbers inside Clio Manage to automatically launch Dialpad Everywhere, the call widget that includes call controls, real-time transcription, and shared contact details with other platforms, like Salesforce, Google's G Suite, and Microsoft Office 365.
  • Call logging, which automatically links calls back to the client's profile. This includes the individual who placed or received the call, timestamp and duration, call direction, and more.
  • Automatic call transcriptions and post-call summaries that include contact details; call details like direction, timestamp, and length; and full transcripts and audio recordings that can be downloaded and shared with others.
  • Unlimited audio recording, surfaced post-call within summaries and saved in the Dialpad platform. Like transcriptions, recordings can always be downloaded and shared.

"Integrating Dialpad into the Clio platform leverages the best of AI communications to rapidly scale arduous legal tasks like time-tracking and note-taking," said Jeff Porter, general manager of mid-market and partnerships at Clio, in a statement. "Paired with Clio's end-to-end platform, lawyers can access the intuitive, cloud-based tools they need to get time back in their day. We are thrilled to work with our Dialpad partners as part of a large network of industry innovators."

"The smartest tech decision I made when starting my own firm was to use Dialpad from day one. It gives us the ability to seamlessly work anywhere and at any hour," said Will Harrelson, co-founder and partner, Harrelson & Harrelson, in a statement. "When the COVID-19 pandemic forced us to work remotely, Dialpad allowed us to serve our clients immediately. If we didn't have Dialpad in Clio, we would not have been able to transition overnight and provide the exact same level of customer service."

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