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Add new Evernote notes to Clio matters

  1. When this happensStep 1: New Note

  2. Then do thisStep 2: Find Matter

  3. Then do thisStep 3: Create Matter Note

No need to sacrifice using Evernote as your main note-taking app. Instead, employ this automation to record Clio matter notes from Evernote notes. You'll just need to add the matter's name as a tag in Evernote (which can be automated, as well ) and Zapier takes care of the rest.

How It Works

  1. Zapier keeps an eye on a designated Evernote notebook for new notes
  2. When a new note is added, Zapier uses the note's tag to create a note in a Clio matter

What You Need

  1. Clio account
  2. Evernote account
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Connect Clio + Evernote in Minutes

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

All Triggers & Actions

InstantNew Activity

Triggers when a new activity is created.

InstantBill State Updated

Triggers when the state of a bill has changed.

InstantNew Communication

Triggers when a new communication is created.

New Document

Triggers when a new document is created.

InstantMatter Status Updated

Triggers when the status of a matter has changed.

InstantNew Bill

Triggers when a new bill is created.

InstantNew Calendar Entry

Triggers when a new calendar entry is created.

InstantNew Contact

Triggers when a new contact is created.

InstantNew Matter

Triggers when a new matter is created.

New Matter Note

Triggers when a new matter note is created.

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