Clio + Evernote

Create Evernote notebooks for new Clio matters to streamline case management

Effortlessly organize your legal matters with this Clio and Evernote integration. Whenever a new matter is added in Clio, a notebook will be created in Evernote, allowing you to keep all your case notes and documents in one easily accessible location. Streamline your legal workflow with this user-friendly automation.

Effortlessly organize your legal matters with this Clio and Evernote integration. Whenever a new matter is added in Clio, a notebook will be created in Evernote, allowing you to keep all your case notes and documents in one easily accessible location. Streamline your legal workflow with this user-friendly automation.

  1. When this happens...
    ClioClio
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    EvernoteEvernote
    Create Notebook

    Triggers when a new notebook is added to Evernote.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Document

    Triggers when a new document is created.

    Trigger
    Scheduled
    Try It
  • Clio triggers, actions, and search

    New Bill

    Triggers when a new bill is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Matter

    Triggers when a new matter is created.

    Trigger
    Instant
    Try It
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clio logo

About Clio

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.
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Related categories

  • CRM (Customer Relationship Management)

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evernote logo
evernote logo

About Evernote

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.
Learn moreHelp

Related categories

  • Notes

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