AI-native automation
Connect Clio and Evernote with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Clio and Evernote together
- 01
Create note in Evernote when new matter in Clio.
Caddi watches Clio for new matter and create note in Evernote — no copy-paste, no missed records.
- 02
Create matter in Clio when new note in Evernote.
Caddi watches Evernote for new note and create matter in Clio so the two systems stay in lockstep.
- 03
Update note in Evernote from Clio events.
When new contact happens in Clio, Caddi update note in Evernote with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Clio and Evernote
- Clio
New matter
Triggers when a new matter is opened in Clio.
- Clio
New contact
Triggers when a new contact is created.
- Clio
Time entry posted
Triggers when a new time entry is recorded.
- Clio
Communication added
Triggers when a call, email, or meeting is logged.
- Clio
Create matter
Open a new Clio matter with client, billing, and intake fields.
- Clio
Create contact
Add a person or company contact to Clio.
- Clio
Create note
Log a timestamped note against a matter.
- Clio
Create time entry
Record time against a matter with rate and activity code.
- Clio
Upload document
Attach a document to a matter with metadata.
- Evernote
New note
Triggers when a new note is created in a notebook.
- Evernote
Note updated
Triggers when an existing note is edited.
- Evernote
Create note
Create an Evernote note with content and tags.
- Evernote
Update note
Append or replace content in an existing note.
- Evernote
Find note
Search notes by text or tag.
Common questions
How does Caddi connect Clio and Evernote?
Clio and Evernote just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Clio and Evernote end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Clio and Evernote to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Clio + Evernote loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Clio and Evernote?
Drop your work email and we'll show you Caddi running end-to-end against Clio, Evernote, and the rest of your stack.