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Automate tasks across AssignX with Clio Manage

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make AssignX and Clio Manage talk.
Here are some common ways to automate work between them.

Send a Clio Manage notification when AssignX receives a high-priority item.Try now
Create a Clio Manage follow-up from new qualified activity in AssignX.Try now
Copy new customer details from AssignX into Clio Manage.Try now
Update the matching Clio Manage item when a AssignX status changes.Try now
Start a review in Clio Manage when AssignX flags an exception.Try now
Summarize new AssignX activity and save it in Clio Manage.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your AssignX and Clio Manage work.

Connect your AssignX and Clio Manage. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 47 actions between AssignX and Clio Manage.
Can’t find an action you need? Let us know.

List AgentsRun a list agents action in AssignX.Create ConversationCreate conversation in AssignX.Get Conversation DetailRun a get conversation detail action in AssignX.List ConversationsRun a list conversations action in AssignX.Reset Conversation ContextRun a reset conversation context action in AssignX.Send Message to ConversationSend message to conversation in AssignX.Send Message to Conversation (SSE)Send message to conversation (sse) in AssignX.Send Message to Conversation (SSE) with StreamSend message to conversation (sse) with stream in AssignX.Send Message to Conversation with AttachmentSend message to conversation with attachment in AssignX.Get Prompt Trace DetailRun a get prompt trace detail action in AssignX.Get Prompt Trace for MessageRun a get prompt trace for message action in AssignX.Get User ProfileRun a get user profile action in AssignX.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with AssignX and Clio Manage.

MindCloud connects AssignX and Clio Manage so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.