Clio Statute Deadline Monitor: Automated Email Escalations (n8n)

Never Miss a Clio Statute Deadline Again

Clio Statute Deadline Monitor: Automated Email Escalations (n8n) is an automation workflow that checks Clio statute-of-limitations tasks, sends assignee milestone reminders, escalates overdue items to partners, and logs every send to a separate compliance audit workflow—so deadlines don’t slip through the cracks.

What this workflow does

• Daily monitoring (assignee reminders + partner escalations): Runs on a schedule, fetches your firm’s Clio user directory via /users.json, then retrieves pending tasks via /tasks.json.
• Targets only statute-of-limitations tasks: Filters tasks to the configured statute-of-limitations task type and requires a due date.
• Calculates alert tiers and dedupes: Computes days remaining and determines alert levels at 180 / 90 / 30 days and overdue. Dedupes alerts per task.
• Sends the right email: When an alert is due, it sends an internal reminder to the assignee (or a fallback address if the assignee is missing/disabled) via SMTP.
• Overdue partner escalation loop: For overdue tasks, it sends a separate partner escalation email on every run until the task is marked complete in Clio.
• Compliance logging: Each send is logged through an external compliance audit workflow.

• Weekly rollup audit: A separate weekly schedule fetches all pending statute-of-limitations tasks, aggregates days remaining into a firm-wide rollup, logs it via the compliance audit workflow, and emails the summary via SMTP.

Use cases

• Law firms using Clio that want automated statute deadline reminders to assignees.
• Operations teams needing partner escalations for overdue matters with persistent follow-up.
• Compliance-focused teams that want every notification captured by a dedicated compliance audit workflow.

Technical details

• Integrations: Clio API (/users.json, /tasks.json) + SMTP
• n8n nodes used: if, code, no op, filter, split out, aggregate
• Setup required: Add a Clio OAuth2 credential and set CLIO_BASE_URL; add an SMTP credential and set FIRM_FROM_EMAIL.