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Automate tasks across Clio Manage with Contacts+

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Clio Manage and Contacts+ work.

Connect your Clio Manage and Contacts+. 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.

Frequently Asked Questions

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

Apps are the systems your business runs on, like Clio Manage and Contacts+. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.