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Automate tasks across Clio Manage with Excel

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

Add rows in Microsoft Excel for new contacts in ClioTry now
Create rows in Microsoft Excel for new tasks in ClioTry now
Create rows in Microsoft Excel for new matters in ClioTry now
Add new rows in Microsoft Excel for each new contact in ClioTry now

How MindCloud automates work

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

Connect your Clio Manage and Excel. 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 37 actions between Clio Manage and Excel.
Can’t find an action you need? Let us know.

Get ActivityReadRun a get activity action in Clio Manage.List ActivitiesReadRun a list activities action in Clio Manage.Get Activity DescriptionReadRun a get activity description action in Clio Manage.List Activity DescriptionsReadRun a list activity descriptions action in Clio Manage.Get Activity RateReadRun a get activity rate action in Clio Manage.List Activity RatesReadRun a list activity rates action in Clio Manage.List AllocationsReadRun a list allocations action in Clio Manage.Get CalendarReadRun a get calendar action in Clio Manage.List CalendarsReadRun a list calendars action in Clio Manage.Get Calendar EntryReadRun a get calendar entry action in Clio Manage.List Calendar EntriesReadRun a list calendar entries action in Clio Manage.Create Calendar EntryCreateCreate calendar entry in Clio Manage.Get ContactReadRun a get contact action in Clio Manage.List ContactsReadRun a list contacts action in Clio Manage.List Contact Email AddressesReadRun a list contact email addresses action in Clio Manage.

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 Excel.

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

Related integrations

Explore other ways to connect Clio Manage with the apps your team already uses, or browse every Clio Manage and Excel integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

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.