{"product_id":"n8n-clio-twilio-sms-email-matter-status-updates-workflow","title":"n8n Clio + Twilio SMS\/Email Matter Status Updates Workflow","description":"\u003ch3\u003eInstant Clio Matter Status Replies via Twilio SMS or Email (with Compliance Approval)\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow automatically answers client “Where are my matters?” requests by matching the sender to a \u003cstrong\u003eClio\u003c\/strong\u003e contact, pulling their \u003cstrong\u003eopen matter status\u003c\/strong\u003e from Clio, and sending a \u003cstrong\u003estatus-only\u003c\/strong\u003e reply through \u003cstrong\u003eTwilio SMS\u003c\/strong\u003e or \u003cstrong\u003eSMTP email\u003c\/strong\u003e—only after a compliance\/opt-out guardrail workflow approves delivery.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReceives inbound requests\u003c\/strong\u003e either from a \u003cstrong\u003eTwilio webhook\u003c\/strong\u003e (SMS) or by reading new messages from an \u003cstrong\u003eIMAP inbox\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIdentifies the client\u003c\/strong\u003e by extracting the sender’s phone number or email address and searching \u003cstrong\u003eClio contacts\u003c\/strong\u003e for an exact match.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eHandles no-match scenarios\u003c\/strong\u003e by sending a generic “not found” response back via \u003cstrong\u003eTwilio\u003c\/strong\u003e or \u003cstrong\u003eSMTP email\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePrevents repeated replies\u003c\/strong\u003e using a per-sender \u003cstrong\u003ecooldown window\u003c\/strong\u003e stored in n8n.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFetches open matters\u003c\/strong\u003e from \u003cstrong\u003eClio\u003c\/strong\u003e and composes a reply listing the current matter status values.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eUses compliance guardrails\u003c\/strong\u003e: delivers the draft only through a separate compliance\/opt-out workflow and sends via Twilio\/SMTP \u003cem\u003eonly if approved\u003c\/em\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eClients text your firm for updates—receive an automated status-only response within minutes.\u003c\/li\u003e\n  \u003cli\u003eInbound inquiries arrive via a shared inbox—respond from the same workflow using IMAP + SMTP.\u003c\/li\u003e\n  \u003cli\u003eReduce repetitive manual work while controlling message frequency with a sender cooldown.\u003c\/li\u003e\n  \u003cli\u003eMaintain compliance by routing outbound messages through an approval\/opt-out guardrail before sending.\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 credentials\u003c\/strong\u003e + \u003cstrong\u003eCLIO_BASE_URL\u003c\/strong\u003e for contacts and matters access.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eTwilio\u003c\/strong\u003e integration using \u003cstrong\u003eFIRM_TWILIO_NUMBER\u003c\/strong\u003e, with your inbound SMS webhook pointed to the workflow URL.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIMAP\u003c\/strong\u003e to monitor incoming messages and \u003cstrong\u003eSMTP\u003c\/strong\u003e to send email replies from \u003cstrong\u003eFIRM_FROM_EMAIL\u003c\/strong\u003e (optional \u003cstrong\u003eFIRM_NAME\u003c\/strong\u003e).\u003c\/li\u003e\n  \u003cli\u003eWorkflow nodes include \u003cstrong\u003ewebhook\u003c\/strong\u003e, \u003cstrong\u003etwilio\u003c\/strong\u003e, \u003cstrong\u003eemail send\u003c\/strong\u003e, \u003cstrong\u003eif\u003c\/strong\u003e, \u003cstrong\u003ecode\u003c\/strong\u003e, and \u003cstrong\u003eno op\u003c\/strong\u003e, plus the compliance\/opt-out sub-workflow gate.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45978865074355,"sku":"N8N-19375","price":40.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/B8Bt5iqnhFkkf_-fZKun7_oa63yUea.png?v=1788858211","url":"https:\/\/buyflowscripts.com\/products\/n8n-clio-twilio-sms-email-matter-status-updates-workflow","provider":"N8N Commerce","version":"1.0","type":"link"}