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.
- 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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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
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