{"product_id":"clio-statute-deadline-monitor-automated-email-escalations-n8n","title":"Clio Statute Deadline Monitor: Automated Email Escalations (n8n)","description":"\u003ch3\u003eNever Miss a Clio Statute Deadline Again\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eClio Statute Deadline Monitor: Automated Email Escalations (n8n)\u003c\/strong\u003e is an automation workflow that checks Clio \u003cem\u003estatute-of-limitations\u003c\/em\u003e 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.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDaily monitoring (assignee reminders + partner escalations):\u003c\/strong\u003e Runs on a schedule, fetches your firm’s Clio user directory via \u003ccode\u003e\/users.json\u003c\/code\u003e, then retrieves pending tasks via \u003ccode\u003e\/tasks.json\u003c\/code\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eTargets only statute-of-limitations tasks:\u003c\/strong\u003e Filters tasks to the configured statute-of-limitations task type and requires a due date.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCalculates alert tiers and dedupes:\u003c\/strong\u003e Computes days remaining and determines alert levels at \u003cstrong\u003e180 \/ 90 \/ 30 days\u003c\/strong\u003e and \u003cstrong\u003eoverdue\u003c\/strong\u003e. Dedupes alerts per task.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends the right email:\u003c\/strong\u003e When an alert is due, it sends an internal reminder to the assignee (or a fallback address if the assignee is missing\/disabled) via \u003cstrong\u003eSMTP\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eOverdue partner escalation loop:\u003c\/strong\u003e For overdue tasks, it sends a separate \u003cstrong\u003epartner escalation email\u003c\/strong\u003e on every run until the task is marked complete in Clio.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCompliance logging:\u003c\/strong\u003e Each send is logged through an external \u003cstrong\u003ecompliance audit workflow\u003c\/strong\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eWeekly rollup audit:\u003c\/strong\u003e 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.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eLaw firms using Clio that want automated statute deadline reminders to assignees.\u003c\/li\u003e\n  \u003cli\u003eOperations teams needing partner escalations for overdue matters with persistent follow-up.\u003c\/li\u003e\n  \u003cli\u003eCompliance-focused teams that want every notification captured by a dedicated compliance audit workflow.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations:\u003c\/strong\u003e Clio API (\u003ccode\u003e\/users.json\u003c\/code\u003e, \u003ccode\u003e\/tasks.json\u003c\/code\u003e) + SMTP\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes used:\u003c\/strong\u003e \u003ccode\u003eif\u003c\/code\u003e, \u003ccode\u003ecode\u003c\/code\u003e, \u003ccode\u003eno op\u003c\/code\u003e, \u003ccode\u003efilter\u003c\/code\u003e, \u003ccode\u003esplit out\u003c\/code\u003e, \u003ccode\u003eaggregate\u003c\/code\u003e\n\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSetup required:\u003c\/strong\u003e Add a Clio OAuth2 credential and set \u003ccode\u003eCLIO_BASE_URL\u003c\/code\u003e; add an SMTP credential and set \u003ccode\u003eFIRM_FROM_EMAIL\u003c\/code\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45916249686195,"sku":"N8N-18785","price":54.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/73P1bz9JB9hK_J7kIwSNz_IZtt4N6H.png?v=1788013807","url":"https:\/\/buyflowscripts.com\/products\/clio-statute-deadline-monitor-automated-email-escalations-n8n","provider":"N8N Commerce","version":"1.0","type":"link"}