Clio
When this happens...
EvernoteNew Note
Then do this...
ClioCreate 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

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

New Note

Triggers when a new note is created in or moved to a notebook.

Tag Note

Adds existing tags to a note.

New Tag Added to Note

Triggers when a specific tag is added to a note in Evernote.

Create Note

Creates a new note in a notebook for Evernote.

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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 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.

See Evernote Integrations