Use Evernote as a note-taking companion to Clio by connecting the two apps via Zapier. This automation creates a new tag in Evernote from the name of a new matter added to Clio, allowing you to send notes with that tag into the practice management tool .
How It Works
- Zapier keeps an eye on Clio, looking for new matters
- When you add a matter, Zapier grabs the name of the matter and creates a note in Evernote
What You Need
- Clio account
- Evernote account
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Add a tag to Evernote when you create a new Clio matter
Use Evernote as a note-taking companion to Clio by connecting the two apps via Zapier. This automation creates a new tag in Evernote from the name of a new matter added to Clio, allowing you to send notes with that tag into the practice management tool .
How It Works
- Zapier keeps an eye on Clio, looking for new matters
- When you add a matter, Zapier grabs the name of the matter and creates a note in Evernote
What You Need
- Clio account
- Evernote account
Add new Evernote notes to Clio matters
No need to sacrifice using Evernote as your main note-taking app. Instead, employ this automation to record Clio matter notes from Evernote notes. You'll just need to add the matter's name as a tag in Evernote (which can be automated, as well ) and Zapier takes care of the rest.
How It Works
- Zapier keeps an eye on a designated Evernote notebook for new notes
- When a new note is added, Zapier uses the note's tag to create a note in a Clio matter
What You Need
- Clio account
- Evernote account
It's easy to connect Clio + Evernote and requires absolutely zero coding experience—the only limit is your own imagination.
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