Clio + Evernote
Add tags to Evernote with new Clio matters
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.
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.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Tag
Triggers when a new tag is added to Evernote.
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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.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
