LawLegal Operations

Evernote Note-to-Task

Built for Legal Operations Teams.

Read new notes tagged for follow-up, extract the action items, and create tasks in your project or matter system, reducing dropped action items for paralegals and legal ops teams.

Why this matters

The manual work this replaces

Paralegals capture action items in Evernote during meetings and calls, then have to manually copy each item into the matter or project tool to remember it.

What Caddi does

How the automation runs

  1. Evernote
  2. Asana
  3. Salesforce

This process turns an Evernote follow-up note into tasks. It detects a new note with the firm's follow-up tag, extracts the action items and owners from the note body, identifies the related matter or project, creates each action item as a task in Asana or Salesforce with owner and due date, and links the source Evernote note URL back on the task.

Value created

What changes after Caddi

Turns tagged Evernote notes into action items in the matter system automatically, so nothing tagged for follow-up gets lost.

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See it on your stack

Want Evernote Note-to-Task automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.