Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.

Streamline your law firm's matter management with Clio and Zapier. Focus your efforts on connecting with clients while Zapier and Clio automatically track progress, manage billing, and analyze reports. Zapier will connect Clio to thousands of other apps so you can spend less time on administrative tasks and more time keeping your clients happy.

Here are some creative ways to use Clio with Zapier:

 Use your inbox as your client management hub. Whenever you label an email in Gmail, Zapier will create a communication in Clio. 

 Easily prioritize your daily tasks by having Zapier create a card in a Trello board whenever a new matter is created in Clio. 

 Be sure all members of your firm are on the same schedule. Zapier will create calendar entries in Clio whenever you add new events to your Google Calendar.

Clio

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time.

We also support Google Sheets!

Google Docs

Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices.

Using Evernote for work? See Evernote Business.

Evernote

Pocket is the best way to save articles, videos and links to view on any device, any time.

Pocket

Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.

OneNote

Evernote Business brings the note-taking features of Evernote to your team. Capture and remember ideas and more, then collaborate on them with anyone in your company.

Using Evernote on your own? Check out Evernote Personal.

Connect Evernote Business to Zapier to automatically capture more data and help your team organize their ideas. Zapier can send information to Evernote from cloud storage software, web form apps, and 1,000+ other tools. Or you can trigger calendar reminders, send emails, update your CRM, and more whenever you create new Evernote notes or reminders.

Here are some creative ways to use Evernote Business with Zapier:

 Jump right into editing by saving new Google Drive files as notes in Evernote Business.

 Collect content ideas through Jotform or Typeform, and Zapier can create notes in Evernote Business whenever there are new submissions.

 Never miss a deadline again. Add calendar events when new reminders are added to a notebook in Evernote Business.

Clio

Evernote Business

Clio

Evernote Business

Clio + Evernote Business Integrations

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How Clio + Evernote Business Integrations Work

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