{"product_id":"clio-trust-iolta-balance-alerts-via-email-n8n-workflow","title":"Clio Trust \u0026 IOLTA Balance Alerts via Email (n8n Workflow)","description":"\u003ch3\u003eGet Daily Clio Trust \u0026amp; IOLTA Low\/Negative Balance Alerts—Automatically\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow monitors your \u003cstrong\u003eClio\u003c\/strong\u003e trust and \u003cstrong\u003eIOLTA balances\u003c\/strong\u003e and emails alerts for low or negative balances every day—plus a weekly trust health summary to accounting.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRuns daily at 7:00am\u003c\/strong\u003e using a schedule trigger.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFetches all open matters\u003c\/strong\u003e and their trust balances from the \u003cstrong\u003eClio API\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCalculates a balance tier\u003c\/strong\u003e (healthy \/ low \/ negative) and applies a \u003cstrong\u003ecooldown\u003c\/strong\u003e so the same unresolved issue doesn’t trigger repeated alerts every day.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends an individual email per alert-worthy matter\u003c\/strong\u003e with guardrails applied via a \u003cstrong\u003ecompliance\/audit sub-workflow\u003c\/strong\u003e (approved sends only).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEscalates negative balances\u003c\/strong\u003e: for any negative-balance matter, it generates an \u003cstrong\u003eurgent partner escalation email\u003c\/strong\u003e, logs it through the guardrail\/audit sub-workflow, and sends via SMTP.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRuns weekly on Monday at 8:00am\u003c\/strong\u003e: retrieves open matters again, computes a trust health rollup, and emails a \u003cstrong\u003eweekly summary to accounting\u003c\/strong\u003e via SMTP.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eProactively notify partners or staff when a trust or IOLTA matter drops below your \u003cstrong\u003eLOW_BALANCE_THRESHOLD\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003eEscalate \u003cstrong\u003enegative-balance\u003c\/strong\u003e situations immediately with an auditable guardrail step.\u003c\/li\u003e\n  \u003cli\u003eProvide accounting with a consistent \u003cstrong\u003eweekly trust health\u003c\/strong\u003e report without manual exports from Clio.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSchedule Trigger\u003c\/strong\u003e: daily 7am + weekly Monday 8am.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eClio integration\u003c\/strong\u003e: OAuth2 credential and \u003cstrong\u003eCLIO_BASE_URL\u003c\/strong\u003e used by HTTP requests.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eNodes used\u003c\/strong\u003e: \u003cem\u003eif\u003c\/em\u003e, \u003cem\u003ecode\u003c\/em\u003e, \u003cem\u003eno op\u003c\/em\u003e, \u003cem\u003ehttp request\u003c\/em\u003e, \u003cem\u003eemail send\u003c\/em\u003e, \u003cem\u003esticky note\u003c\/em\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGuardrails\/compliance\u003c\/strong\u003e: configure \u003cstrong\u003eGUARDRAIL_WORKFLOW_ID\u003c\/strong\u003e for the sub-workflow used before sending alerts.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSMTP email delivery\u003c\/strong\u003e: configure SMTP credentials plus \u003cstrong\u003eFIRM_FROM_EMAIL\u003c\/strong\u003e, \u003cstrong\u003eFIRM_TRUST_ACCOUNTING_EMAIL\u003c\/strong\u003e, \u003cstrong\u003eFIRM_PARTNER_EMAIL\u003c\/strong\u003e, and\/or \u003cstrong\u003eFIRM_EMAIL\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eOptional tuning\u003c\/strong\u003e: set \u003cstrong\u003eLOW_BALANCE_THRESHOLD\u003c\/strong\u003e and \u003cstrong\u003eALERT_COOLDOWN_DAYS\u003c\/strong\u003e to match your firm’s policy.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46058954031283,"sku":"N8N-19681","price":20.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/l46A_4V2eUgtRB6mIwQVy_xER6Mgt4.png?v=1789722742","url":"https:\/\/buyflowscripts.com\/products\/clio-trust-iolta-balance-alerts-via-email-n8n-workflow","provider":"N8N Commerce","version":"1.0","type":"link"}