Add new Evernote notes to Clio matters

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
Add new Evernote notes to Clio matters
Evernote integration logo

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.

Clio integration logo

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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