When this happens...
ClioNew Matter (Legacy)
Then do this...
EvernoteCreate Tag

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

  1. Zapier keeps an eye on Clio, looking for new matters
  2. When you add a matter, Zapier grabs the name of the matter and creates a note in Evernote

What You Need

  1. Clio account
  2. Evernote account

Why Zapier?


Get started for free—14 day trial of premium features and apps.


No coding required—automate any of 1,000+ apps in minutes.


Enterprise-level security—connect mission-critical apps.

It's easy to connect Clio + Evernote and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Activity

Triggers when a new activity is created.

Create Person

Creates a new person.

New Calendar Entry

Triggers when a new calendar entry is created.

Create Contact Note

Creates a new contact note

New Task

Triggers when a new task has been created.

Create Company

Creates a new company.

New Communication

Triggers when a new communication is created.

Create Matter Note

Creates a new matter note

New Bill

Triggers when a new bill is created.

Create Communication

Creates a new communication.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.

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.

See Evernote Integrations