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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.

  1. When this happens...
    ClioClio
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    EvernoteEvernote
    Create Tag

    Triggers when a new tag is added to Evernote.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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evernote logo

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.

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