Maintenance Plans are an Administration function. You can think of them like a UI-powered Cron Job. 

A handful of plans are supplied with Clio Operate. Some are polling jobs, such as checking for new SMS messages. Using a third-party service to pull texts into the platform might run frequently, say every 15 minutes.

Other plans might be to keep the platform tidy, such as cleaning up logs. A plan like this might run once per day or only every couple of days.

If you have a job or a task that needs to run regularly to check something or make updates, you might consider using a Maintenance Plan to run it.

Trigger Workflows

It is now possible to use Maintenance Plans to trigger user-built Workflows.

This powerful functionality means you can build custom jobs to carry out activities on your Clio Operate instance.

For example, you may have Work Types in the business that are required to calculate or accrue interest, which could differ by area of business. Perhaps some use Simple Interest, and others require Compound Interest.

These Maintenance Plans could be set up to run and update interest daily, monthly, or at some other frequency you choose.

If you choose to do so, you could also pass additional content for use in the Workflow.