{"product_id":"n8n-workflow-clio-dormant-matter-renewal-email-reminders","title":"n8n Workflow: Clio Dormant Matter \u0026 Renewal Email Reminders","description":"\u003ch3\u003eNever miss a Clio dormancy or renewal deadline—automatically\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow identifies dormant matters from \u003cstrong\u003eClio\u003c\/strong\u003e and upcoming\/overdue renewal dates from a \u003cstrong\u003eGoogle Sheets “Renewal Dates”\u003c\/strong\u003e ledger, then sends targeted reminder emails to the responsible attorneys. Each notification is also logged via a separate compliance\/audit workflow for traceable internal accountability.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDormant matter checks (daily at 8am):\u003c\/strong\u003e pulls all \u003cstrong\u003eOpen matters\u003c\/strong\u003e from the Clio API, evaluates each matter’s `last updated` date against a configurable dormancy threshold, and deduplicates repeat alerts using n8n workflow static data.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eNotification + compliance logging:\u003c\/strong\u003e generates a dormant-matter email, calls a separate compliance\/audit workflow to log the message details, and emails the responsible attorney.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRenewal reminders (daily at 8am):\u003c\/strong\u003e reads rows from the Google Sheets “Renewal Dates” sheet, calculates days remaining to each `renewal_date`, and keeps only items within the reminder window (or overdue).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDeduplication + escalation fallback:\u003c\/strong\u003e deduplicates non-overdue reminders using workflow static data and emails the assigned attorney, or uses a firm fallback email address when needed.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eUnified reminder logging:\u003c\/strong\u003e renewal reminder emails are also logged through the same compliance\/audit workflow.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eLegal ops teams monitoring \u003cstrong\u003eClio\u003c\/strong\u003e matters to proactively flag dormant files.\u003c\/li\u003e\n  \u003cli\u003eFirms automating \u003cstrong\u003erenewal reminders\u003c\/strong\u003e based on a maintained Google Sheets ledger.\u003c\/li\u003e\n  \u003cli\u003eCompliance-minded organizations that require every internal reminder to be \u003cstrong\u003eaudited\u003c\/strong\u003e via a dedicated workflow.\u003c\/li\u003e\n  \u003cli\u003en8n builders who want reliable daily scheduling, deduplication, and email delivery in one pipeline.\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 (OAuth2), Google Sheets, SMTP\/Email sending.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes\/logic:\u003c\/strong\u003e \u003cem\u003ecode\u003c\/em\u003e, \u003cem\u003efilter\u003c\/em\u003e, \u003cem\u003esplit out\u003c\/em\u003e, \u003cem\u003eHTTP request\u003c\/em\u003e, \u003cem\u003eemail send\u003c\/em\u003e, plus supporting elements (e.g., sticky note documentation).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRequired setup:\u003c\/strong\u003e set \u003ccode\u003eCLIO_BASE_URL\u003c\/code\u003e, provide Clio read access for matters; configure \u003ccode\u003eRENEWAL_DATES_SHEET_ID\u003c\/code\u003e and ensure columns such as \u003ccode\u003ematter_ref\u003c\/code\u003e, \u003ccode\u003eclient_name\u003c\/code\u003e, \u003ccode\u003edescription\u003c\/code\u003e, \u003ccode\u003erenewal_date\u003c\/code\u003e, and \u003ccode\u003eattorney_email\u003c\/code\u003e; set \u003ccode\u003eFIRM_FROM_EMAIL\u003c\/code\u003e (and optionally firm fallback email).\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45974321954995,"sku":"N8N-19285","price":16.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/XsS-iXxBSSwvmlf7jmrkZ_XAgfgAms.png?v=1788772443","url":"https:\/\/buyflowscripts.com\/products\/n8n-workflow-clio-dormant-matter-renewal-email-reminders","provider":"N8N Commerce","version":"1.0","type":"link"}