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Automate tasks across Week Plan 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 Week Plan and Clio Manage talk.
Here are some common ways to automate work between them.

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

How MindCloud automates work

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

Connect your Week Plan 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.

Frequently Asked Questions

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

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