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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