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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.Try now
Create a Clio Manage follow-up from new qualified activity in Week Plan.Try now
Copy new customer details from Week Plan into Clio Manage.Try now
Update the matching Clio Manage item when a Week Plan status changes.Try now
Start a review in Clio Manage when Week Plan flags an exception.Try now
Summarize new Week Plan 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 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.

Every action you need

Access 91 actions between Week Plan and Clio Manage.
Can’t find an action you need? Let us know.

Bulk Update ActionsRun a bulk update actions action in Week Plan.Complete ActionRun a complete action action in Week Plan.Create ActionCreate action in Week Plan.Create PromotionCreate promotion in Week Plan.Delete ActionDelete action in Week Plan.Delete PromotionDelete promotion in Week Plan.Delete Recurrence ExceptionDelete recurrence exception in Week Plan.Get Actions By Repetition and DateRun a get actions by repetition and date action in Week Plan.Patch ActionPatch action in Week Plan.Patch Event ActionPatch event action in Week Plan.Reorder ActionsRun a reorder actions action in Week Plan.Reorder Goal ActionsRun a reorder goal actions action in Week Plan.Reorder Objective ActionsRun a reorder objective actions action in Week Plan.Reorder Role ActionsRun a reorder role actions action in Week Plan.Reorder SubtasksRun a reorder subtasks action in Week Plan.

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.

MindCloud connects Week Plan 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.