{"product_id":"clio-unbilled-time-revenue-alerts-in-n8n-email-digests","title":"Clio Unbilled Time \u0026 Revenue Alerts in n8n Email Digests","description":"\u003ch3\u003eGet Clio unbilled time alerts automatically in daily attorney digests + a weekly firm estimate\u003c\/h3\u003e\n\u003cp\u003eThis \u003cstrong\u003en8n workflow\u003c\/strong\u003e checks your \u003cstrong\u003eClio\u003c\/strong\u003e calendar and time entries on a schedule, detects \u003cstrong\u003ecalendar activity with no matching logged time\u003c\/strong\u003e, and emails \u003cstrong\u003eper-attorney daily unbilled digests\u003c\/strong\u003e plus a \u003cstrong\u003efirm-wide weekly unbilled revenue estimate\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDaily (default 7:00am)\u003c\/strong\u003e: Fetches the prior day’s \u003cstrong\u003eClio calendar entries\u003c\/strong\u003e, \u003cstrong\u003etime entries\u003c\/strong\u003e, and \u003cstrong\u003eopen matters\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eUnbilled detection\u003c\/strong\u003e: Compares calendar activity to time entries at the \u003cstrong\u003ematter level\u003c\/strong\u003e. When calendar items exist but no time is logged for the same matter, it flags them as \u003cstrong\u003eunbilled\u003c\/strong\u003e. It estimates hours from \u003cstrong\u003estart\/end times\u003c\/strong\u003e or uses a \u003cstrong\u003edefault duration\u003c\/strong\u003e if needed.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAttorney-specific digests\u003c\/strong\u003e: Groups unbilled matters by each matter’s \u003cstrong\u003eresponsible attorney\u003c\/strong\u003e, then generates an email with \u003cstrong\u003eitemized matters\u003c\/strong\u003e and \u003cstrong\u003etotal estimated hours\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAudit\/guardrail logging\u003c\/strong\u003e: Before emailing, sends the digest content to a separate \u003cstrong\u003eaudit\/guardrail sub-workflow\u003c\/strong\u003e for logging, then emails the digest to each attorney.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eWeekly (default Monday 8:00am)\u003c\/strong\u003e: Repeats the detection for the \u003cstrong\u003elast 7 days\u003c\/strong\u003e, calculates a \u003cstrong\u003efirm-wide estimated dollar impact\u003c\/strong\u003e using a \u003cstrong\u003econfigurable hourly rate\u003c\/strong\u003e, logs the summary via the audit workflow, and emails the weekly summary to the firm.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eReduce missed billable time by alerting attorneys to calendar events that weren’t time-entered.\u003c\/li\u003e\n  \u003cli\u003eGive firm leadership visibility into potential unbilled revenue with a weekly estimate.\u003c\/li\u003e\n  \u003cli\u003eMaintain auditability by logging both daily digests and weekly summaries through the guardrail workflow.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eClio OAuth2\u003c\/strong\u003e for authenticated Clio HTTP requests (requires \u003cstrong\u003eCLIO_BASE_URL\u003c\/strong\u003e).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSchedule Trigger\u003c\/strong\u003e for daily and weekly runs.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eHTTP Request\u003c\/strong\u003e to fetch calendar entries, time entries, and open matters.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCode\u003c\/strong\u003e for comparison logic and hour\/dollar estimation.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEmail Send\u003c\/strong\u003e for attorney digests and firm weekly summary.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eExecute Workflow\u003c\/strong\u003e to call the audit\/guardrail sub-workflow; includes workflow nodes like \u003cstrong\u003eSticky Note\u003c\/strong\u003e for setup guidance.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cstrong\u003eSetup highlights:\u003c\/strong\u003e add Clio OAuth2 credentials, set \u003cstrong\u003eCLIO_BASE_URL\u003c\/strong\u003e, configure sending email, and define \u003cstrong\u003eFIRM_FROM_EMAIL\u003c\/strong\u003e plus the firm recipient address.\u003c\/p\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45974317695155,"sku":"N8N-19290","price":31.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/zdGWbfzOe1S2Hu_ssIP46_9nZq7TFx.png?v=1788772311","url":"https:\/\/buyflowscripts.com\/products\/clio-unbilled-time-revenue-alerts-in-n8n-email-digests","provider":"N8N Commerce","version":"1.0","type":"link"}