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

  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
Add a tag to Evernote when you create a new Clio matter
Clio integration logo

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 integration logo

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.

What Is Zapier?

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