Clio + Evernote
Add new Evernote notes to Clio matters
No need to sacrifice using Evernote as your main note-taking app. Instead, employ this integration to automatically 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.
No need to sacrifice using Evernote as your main note-taking app. Instead, employ this integration to automatically 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.
- When this happens...New Note
Triggers when a new note is created in or moved to a notebook.
- automatically do this...Find Matter
Find a matter by number, display number, description, or client name.
- then do this!Create Matter Note
Creates a new matter note.
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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.
