{"product_id":"n8n-workflow-clio-draft-pre-bill-review-emails-smtp-escalations","title":"n8n Workflow: Clio Draft Pre-Bill Review Emails \u0026 SMTP Escalations","description":"\u003ch3\u003eAutomate Clio pre-bill review reminders—with smart SMTP escalations\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow automatically pulls \u003cstrong\u003edraft pre-bills from Clio\u003c\/strong\u003e, sends \u003cstrong\u003egrouped monthly attorney review emails\u003c\/strong\u003e, and runs \u003cstrong\u003edaily reminder\/urgent\/escalation email checks\u003c\/strong\u003e via SMTP—while logging every internal notification to a separate guardrail\/audit workflow.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eMonthly attorney routing (Clio → email):\u003c\/strong\u003e Runs on a monthly schedule, fetches all draft pre-bills from the \u003cstrong\u003eClio bills API\u003c\/strong\u003e, groups them by each matter’s \u003cstrong\u003eresponsible attorney\u003c\/strong\u003e, and skips processing when no drafts are found.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eOne internal review email per attorney:\u003c\/strong\u003e Builds and sends a grouped review email listing the attorney’s draft pre-bills, including a link to view them in Clio.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAudit\/guardrail logging:\u003c\/strong\u003e For each routing event, it calls a \u003cstrong\u003eseparate guardrail\/audit workflow\u003c\/strong\u003e to log the internal notification.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDaily reminders \u0026amp; escalations:\u003c\/strong\u003e Runs daily, fetches the current draft pre-bills from Clio, calculates how long each pre-bill has been in draft, and selects only items hitting \u003cstrong\u003ereminder, urgent, or overdue thresholds\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEscalate overdue to the managing partner:\u003c\/strong\u003e Sends grouped reminder\/urgent emails to attorneys for due items, and grouped \u003cstrong\u003eescalation emails to the managing partner\u003c\/strong\u003e for overdue drafts—again logging every notification via the guardrail\/audit workflow.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eEnsure attorneys consistently review \u003cstrong\u003edraft pre-bills\u003c\/strong\u003e before they stall.\u003c\/li\u003e\n  \u003cli\u003eReduce billing-cycle delays by escalating overdue drafts automatically.\u003c\/li\u003e\n  \u003cli\u003eProvide internal accountability with an \u003cstrong\u003eaudit workflow\u003c\/strong\u003e trail for every reminder or escalation.\u003c\/li\u003e\n  \u003cli\u003eStreamline legal ops by grouping emails per attorney instead of sending one-off messages.\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 \u003cstrong\u003eClio\u003c\/strong\u003e (OAuth2 + bills endpoint) and \u003cstrong\u003eSMTP\u003c\/strong\u003e (email send).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eScheduling:\u003c\/strong\u003e Monthly run for initial review routing; daily run for reminder\/urgent\/escalation checks.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n workflow nodes mentioned:\u003c\/strong\u003e if, code, no op, email send, sticky note, http request.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eKey setup variables:\u003c\/strong\u003e \u003cem\u003eCLIO_BASE_URL\u003c\/em\u003e, required Clio bills access, \u003cem\u003eFIRM_FROM_EMAIL\u003c\/em\u003e, \u003cem\u003eFIRM_PARTNER_EMAIL\u003c\/em\u003e, and firm context\/thresholds (e.g., \u003cem\u003eFIRM_NAME\u003c\/em\u003e, \u003cem\u003eFIRM_CLIO_BILLING_URL\u003c\/em\u003e, \u003cem\u003eFIRM_PREBILL_REMINDER_DAY\u003c\/em\u003e).\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45872821895347,"sku":"N8N-18466","price":28.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/ZvaJgrTHOxEDdmwHA3Pk8_8QOVbZ1B.png?v=1787217261","url":"https:\/\/buyflowscripts.com\/products\/n8n-workflow-clio-draft-pre-bill-review-emails-smtp-escalations","provider":"N8N Commerce","version":"1.0","type":"link"}