Services / Call logging
Every client call logged to Clio, transcript included.
A call ends, and a few moments later the matter has a note: what was said, who said it, whether it was a real conversation or a voicemail. Nobody on your team typed a word of it.
The problem
Your staff are on the phone all day, and the notes that make it into the case file afterward are thin. "Called client." Three weeks later someone needs to know what was actually promised on that call, and the answer lives in one person's memory, if it lives anywhere.
The manual fix, making people write real notes after every call, has been tried at every firm on earth. It lasts about a week.
How we build it
Trigger on the call, filter the noise
RingCentral fires 10 or more events for a single call. The system listens for the one that matters, the call actually ending, and acts once.
Transcribe and read it
The recording is fetched and transcribed server-side with a real time budget. The Zapier version of this died constantly at its 30-second step limit. Then AI reads the transcript and classifies it: real conversation, voicemail, or robocall.
Post to the matter and the contact
One note lands on both the matched matter and the contact. Matching runs in stages: phone number first, full name second, fuzzy last name third, and the edge cases that fail all three email us instead of vanishing.
Never log a call twice
Before posting, the system checks Clio for the call's session id. A retried webhook can't produce a duplicate note.
Where it runs today
Live at a Social Security disability firm on every call the firm takes. Processing runs 15 to 25 seconds per call, and the timeout failure emails the old Zapier flow generated weekly are gone.
15-25s
to process a finished call
10+
phone events filtered down to one
Common questions
Does it log robocalls and spam?
No. The AI classification step exists exactly for this. Robocalls and dead air get identified and kept out of your matters, so the case file holds signal instead of noise.
Do you record our calls?
No. It works from the call recordings RingCentral already makes under your own settings and policies. We never add recording you haven't already turned on.
What happens when the caller isn't in Clio?
The multi-stage match catches most of the messy cases, including misspelled names. When a call genuinely can't be matched, it gets emailed to a person with the details attached rather than guessed into the wrong file.
Calls vanishing without a note?
Book a free audit and we’ll walk your setup and tell you what this would look like at your firm, including what it would save.