{"product_id":"clio-overdue-document-requests-email-escalation-n8n","title":"Clio Overdue Document Requests Email Escalation (n8n)","description":"\u003ch3\u003eAutomate Clio overdue “Document Request” reminders with compliant, tiered email escalation\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow automatically checks Clio for overdue Document Request tasks every day at \u003cstrong\u003e8:00 AM\u003c\/strong\u003e, sends tiered client reminder emails only after a \u003cstrong\u003ecompliance\/opt-out approval\u003c\/strong\u003e guardrail, and escalates urgent cases to internal staff via SMTP.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRuns on a daily schedule\u003c\/strong\u003e (server timezone) and pulls firm users, open matters (including client email addresses), and all pending tasks from the \u003cstrong\u003eClio API\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFilters to overdue “Document Request” tasks\u003c\/strong\u003e that have a due date, calculates \u003cstrong\u003edays overdue\u003c\/strong\u003e, and assigns a reminder tier:\n    \u003cul\u003e\n      \u003cli\u003e\n\u003cstrong\u003eTier 1:\u003c\/strong\u003e 1–2 days overdue\u003c\/li\u003e\n      \u003cli\u003e\n\u003cstrong\u003eTier 2:\u003c\/strong\u003e 7–8 days overdue\u003c\/li\u003e\n      \u003cli\u003e\n\u003cstrong\u003eUrgent:\u003c\/strong\u003e 14–15 days overdue\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends reminders only when needed\u003c\/strong\u003e: it keeps tasks due for a reminder \u003cem\u003etoday\u003c\/em\u003e and requires a \u003cstrong\u003eresolvable client email address\u003c\/strong\u003e. If nothing qualifies, the run is cleanly skipped.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eBuilds tier-appropriate emails\u003c\/strong\u003e (plain text + HTML), then routes them through a dedicated \u003cstrong\u003ecompliance\/opt-out guardrail sub-workflow\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends via SMTP only after approval\u003c\/strong\u003e—the workflow posts the client reminder email only if the sub-workflow approves.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEscalates urgent items internally\u003c\/strong\u003e by sending a separate internal escalation email to the responsible staff member (or a configured fallback address) via SMTP.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eReduce document-request delays by auto-reminding clients as tasks move into Tier 1, Tier 2, and urgent status.\u003c\/li\u003e\n  \u003cli\u003eEnsure outbound outreach is compliant by passing every reminder through an opt-out\/approval step.\u003c\/li\u003e\n  \u003cli\u003eRoute highly overdue cases to paralegals or responsible staff without manual monitoring.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegration:\u003c\/strong\u003e Clio (OAuth2 via API credentials, plus \u003ccode\u003eCLIO_BASE_URL\u003c\/code\u003e).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEmail delivery:\u003c\/strong\u003e SMTP (client reminders + internal escalation emails).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eWorkflow components:\u003c\/strong\u003e if, code, no op, filter, split out, and email send.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCore setup variables:\u003c\/strong\u003e \u003ccode\u003eFIRM_NAME\u003c\/code\u003e, \u003ccode\u003eFIRM_EMAIL\u003c\/code\u003e, \u003ccode\u003eFIRM_FROM_EMAIL\u003c\/code\u003e (plus optional \u003ccode\u003eFIRM_CLIENT_PORTAL_URL\u003c\/code\u003e and \u003ccode\u003eFIRM_PARALEGAL_EMAIL\u003c\/code\u003e).\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45905436344499,"sku":"N8N-18732","price":56.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/KpLm9hLAkah1M3f3DXJEw_S20MW2nD.png?v=1787821964","url":"https:\/\/buyflowscripts.com\/products\/clio-overdue-document-requests-email-escalation-n8n","provider":"N8N Commerce","version":"1.0","type":"link"}