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Automate tasks across Clio Manage with ShareFile

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

Create ShareFile folders from Clio mattersTry now
Create ShareFile folders from new Clio mattersTry now
Create ShareFile client users for new Clio activitiesTry now
Create folders in ShareFile for new contacts from ClioTry now
Save new Clio contacts to ShareFile as new client usersTry now
Create new Clio tasks from new ShareFile filesTry now

How MindCloud automates work

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

Connect your Clio Manage and ShareFile. 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 ShareFile.

Apps are the systems your business runs on, like Clio Manage and ShareFile. 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.