Case Study: Harrelson & Harrelson achieves seamless remote client service and accurate billable call tracking with Dialpad

Transforming call & time tracking with Clio + Dialpad

Harrelson & Harrelson LLP is a 10‑person legal firm founded in 2018 that chose Clio as its practice‑management backbone but needed a reliable way to take client calls, protect staff privacy, and accurately track billable phone time—especially when working away from the office. Their legacy on‑prem phone system was inflexible, and the firm wanted a VoIP solution that integrated directly with Clio to streamline communications and timekeeping.

Integrating Dialpad with Clio delivered that solution: the cloud phone system was set up in under an hour, works on iOS/Android/desktop, and automatically captures call history, transcripts, and billable time into Clio. The change enabled seamless remote work from Day One of the pandemic, improved time capture and revenue, increased staff satisfaction and privacy, and gave leadership clearer operational insights.

Harrelson & Harrelson

William M. Harrelson

Harrelson & Harrelson