{"product_id":"n8n-imap-to-clio-google-drive-auto-file-with-compliance-logs","title":"n8n IMAP to Clio Google Drive Auto-File with Compliance Logs","description":"\u003ch3\u003eAuto-file IMAP attachments into the right Clio matter on Google Drive—with compliance logs\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow monitors an IMAP intake mailbox, matches inbound email attachments to the correct \u003cstrong\u003eClio\u003c\/strong\u003e contact and open matter, uploads the documents into the appropriate \u003cstrong\u003eGoogle Drive\u003c\/strong\u003e folder, and records every outcome in a \u003cstrong\u003ecompliance audit\u003c\/strong\u003e workflow. If no confident match is found, it logs the exception and alerts staff with the original attachments for manual filing.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReceives new emails via IMAP\u003c\/strong\u003e, extracting sender email, subject, received date, and any attachments.\u003c\/li\u003e\n  \u003cli\u003eIf an email \u003cstrong\u003ehas no attachments\u003c\/strong\u003e, processing \u003cstrong\u003estops with no further action\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSearches Clio for an exact contact email match\u003c\/strong\u003e (only accepts a matching sender email).\u003c\/li\u003e\n  \u003cli\u003eRetrieves the contact’s \u003cstrong\u003eopen Clio matters\u003c\/strong\u003e and selects a matter only when there is \u003cstrong\u003eexactly one open matter\u003c\/strong\u003e or when the \u003cstrong\u003ematter number appears in the email subject\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFinds (or creates) the Google Drive folder\u003c\/strong\u003e for the matched matter under your configured parent folder.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eUploads each attachment\u003c\/strong\u003e to the matter folder, prefixing the filename with the \u003cstrong\u003ereceived date\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAggregates upload results\u003c\/strong\u003e and calls a separate \u003cstrong\u003ecompliance audit\u003c\/strong\u003e sub-workflow to log the auto-filing event.\u003c\/li\u003e\n  \u003cli\u003eIf the \u003cstrong\u003econtact or matter can’t be confidently identified\u003c\/strong\u003e, it logs the exception via the compliance audit workflow and \u003cstrong\u003eemails staff a manual-filing alert\u003c\/strong\u003e with the original attachments.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eLaw firms auto-organizing incoming documents received by email into \u003cstrong\u003eClio\u003c\/strong\u003e matter folders on \u003cstrong\u003eGoogle Drive\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003eTeams needing \u003cstrong\u003eaudit-ready compliance logs\u003c\/strong\u003e for successful auto-filing and exception handling.\u003c\/li\u003e\n  \u003cli\u003eReducing manual work when attachments arrive in an intake mailbox but must be filed correctly by matter.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eIMAP trigger for intake mailbox monitoring\u003c\/li\u003e\n  \u003cli\u003eClio lookup and matter selection logic (exact email match; single open matter or subject matter number)\u003c\/li\u003e\n  \u003cli\u003eGoogle Drive folder search\/creation and attachment upload with received-date filename prefix\u003c\/li\u003e\n  \u003cli\u003eCompliance audit sub-workflow invocation and staff notification workflow\u003c\/li\u003e\n  \u003cli\u003eWorkflow nodes include: \u003cstrong\u003eif\u003c\/strong\u003e, \u003cstrong\u003ecode\u003c\/strong\u003e, \u003cstrong\u003eno op\u003c\/strong\u003e, \u003cstrong\u003eemail send\u003c\/strong\u003e, \u003cstrong\u003esticky note\u003c\/strong\u003e, and \u003cstrong\u003eGoogle Drive\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45876891058355,"sku":"N8N-18400","price":56.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/RdvZxyYreYTGkEIXA20x__JsCEXkC7.png?v=1787303771","url":"https:\/\/buyflowscripts.com\/products\/n8n-imap-to-clio-google-drive-auto-file-with-compliance-logs","provider":"N8N Commerce","version":"1.0","type":"link"}