{"product_id":"clio-duplicate-contact-alerts-with-dismiss-links-n8n","title":"Clio Duplicate Contact Alerts with Dismiss Links (n8n)","description":"\u003ch3\u003ePrevent duplicate Clio contacts before they turn into messy records\u003c\/h3\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRuns daily at 6:00 AM\u003c\/strong\u003e using a schedule trigger.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFetches up to 200 contacts from the Clio API\u003c\/strong\u003e and compares contacts of the same type.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eScores potential duplicates\u003c\/strong\u003e using \u003cstrong\u003eemail\/phone matches\u003c\/strong\u003e and \u003cstrong\u003efuzzy name similarity\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFilters to high-confidence pairs\u003c\/strong\u003e that haven’t been previously flagged or dismissed (stored via workflow static data).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eBuilds an HTML email digest\u003c\/strong\u003e listing each contact pair, including Clio deep links for quick review.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends the digest via SMTP\u003c\/strong\u003e to the configured paralegal email address.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLogs the scan outcome\u003c\/strong\u003e by calling the \u003cstrong\u003e“Bar-Compliance Guardrail”\u003c\/strong\u003e workflow for audit\/compliance tracking.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIncludes a webhook-based “Dismiss” link per pair\u003c\/strong\u003e. When clicked, it records the pair as dismissed in static data and returns an HTML confirmation page.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eReduce duplicate client\/contact records in \u003cstrong\u003eClio\u003c\/strong\u003e by routing only high-confidence matches to a paralegal for verification.\u003c\/li\u003e\n  \u003cli\u003eKeep teams aligned with \u003cstrong\u003edaily duplicate alerts\u003c\/strong\u003e that include deep links and quick suppression for false positives.\u003c\/li\u003e\n  \u003cli\u003eMaintain \u003cstrong\u003eaudit\/compliance visibility\u003c\/strong\u003e by sending scan outcomes to “Bar-Compliance Guardrail”.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eClio integration:\u003c\/strong\u003e OAuth2 credential + `CLIO_BASE_URL` (e.g., https:\/\/app.clio.com)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEmail delivery:\u003c\/strong\u003e SMTP credentials, using \u003cstrong\u003eFIRM_FROM_EMAIL\u003c\/strong\u003e and \u003cstrong\u003eFIRM_PARALEGAL_EMAIL\u003c\/strong\u003e (with \u003cstrong\u003eFIRM_EMAIL\u003c\/strong\u003e fallback)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes\/tools used:\u003c\/strong\u003e Schedule Trigger, Webhook, Email Send, Code, If, No Op, Sticky Note\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDismiss mechanism:\u003c\/strong\u003e static data suppression + webhook request handling\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45824221511859,"sku":"N8N-18138","price":51.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/q0W48F40A-2VDRKvBJwzz_L9vDP0Qh.png?v=1786613019","url":"https:\/\/buyflowscripts.com\/products\/clio-duplicate-contact-alerts-with-dismiss-links-n8n","provider":"N8N Commerce","version":"1.0","type":"link"}