Clio + Evernote

Add tags to Evernote with new Clio matters

  1. When this happens

    Step 1: New Matter

  2. Then do this

    Step 2: Create Tag

Use Evernote as a note-taking companion to Clio by connecting the two apps via Zapier. This integration automatically 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

Supported triggers and actions

What does this mean?
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clio logo
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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.
Learn More

Related categories

  • CRM (Customer Relationship Management)
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evernote logo
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About 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. Using Evernote for work? See Evernote Business.
Learn More

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