Clio + Evernote Business
Create notebooks in Evernote Business for new matters in Clio
Streamline your legal management process and keep track of important information effortlessly. With this workflow, whenever a new matter is created in Clio, a notebook is instantly created in Evernote Business. This keeps your case-related notes organized and easily accessible, enhancing productivity and ensuring crucial details are always at your fingertips.
Streamline your legal management process and keep track of important information effortlessly. With this workflow, whenever a new matter is created in Clio, a notebook is instantly created in Evernote Business. This keeps your case-related notes organized and easily accessible, enhancing productivity and ensuring crucial details are always at your fingertips.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Notebook
Triggers when a new notebook is added to Evernote.
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