Clio Duplicate Contact Alerts with Dismiss Links (n8n)

Prevent duplicate Clio contacts before they turn into messy records

This n8n workflow automatically scans your Clio contacts every morning, finds likely duplicate contact pairs with high confidence, emails a digest to your paralegal via SMTP, and includes one-click `Dismiss` links so specific matches stop showing up in future alerts.

What this workflow does

• Runs daily at 6:00 AM using a schedule trigger.
• Fetches up to 200 contacts from the Clio API and compares contacts of the same type.
• Scores potential duplicates using email/phone matches and fuzzy name similarity.
• Filters to high-confidence pairs that haven’t been previously flagged or dismissed (stored via workflow static data).
• Builds an HTML email digest listing each contact pair, including Clio deep links for quick review.
• Sends the digest via SMTP to the configured paralegal email address.
• Logs the scan outcome by calling the “Bar-Compliance Guardrail” workflow for audit/compliance tracking.
• Includes a webhook-based “Dismiss” link per pair. When clicked, it records the pair as dismissed in static data and returns an HTML confirmation page.

Use cases

• Reduce duplicate client/contact records in Clio by routing only high-confidence matches to a paralegal for verification.
• Keep teams aligned with daily duplicate alerts that include deep links and quick suppression for false positives.
• Maintain audit/compliance visibility by sending scan outcomes to “Bar-Compliance Guardrail”.

Technical details

• Clio integration: OAuth2 credential + `CLIO_BASE_URL` (e.g., https://app.clio.com)
• Email delivery: SMTP credentials, using FIRM_FROM_EMAIL and FIRM_PARALEGAL_EMAIL (with FIRM_EMAIL fallback)
• n8n nodes/tools used: Schedule Trigger, Webhook, Email Send, Code, If, No Op, Sticky Note
• Dismiss mechanism: static data suppression + webhook request handling