{"product_id":"n8n-workflow-clio-retention-reviews-to-google-sheets","title":"n8n Workflow: Clio Retention Reviews to Google Sheets","description":"\u003ch3\u003eClio retention reviews in Google Sheets—fully automated with email reminders and attorney decisions\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow monitors your firm’s \u003cstrong\u003eClio\u003c\/strong\u003e matters, schedules \u003cstrong\u003eclient-matter retention reviews\u003c\/strong\u003e in a Google Sheets “Retention” ledger, and sends escalating reminder emails with one-click attorney actions (Confirm\/Extend\/Hold) recorded back to the sheet via webhook.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRuns daily\u003c\/strong\u003e to pull your firm directory and \u003cstrong\u003eClosed matters\u003c\/strong\u003e from the \u003cstrong\u003eClio API\u003c\/strong\u003e using a configured \u003cstrong\u003eClio OAuth2\u003c\/strong\u003e credential.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCalculates retention deadlines\u003c\/strong\u003e per matter based on practice area, \u003cstrong\u003ededuplicates\u003c\/strong\u003e already-scheduled matters, and appends new rows to the \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e “Retention” ledger.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eContinuously manages schedule state\u003c\/strong\u003e by reading the ledger daily and keeping only entries still marked as scheduled.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eBuilds color-coded reminder tiers\u003c\/strong\u003e at 90\/30\/7 days before, plus overdue—then generates an email with one-click links for:\n    \u003cul\u003e\n      \u003cli\u003e\u003cstrong\u003eConfirm deletion authorization\u003c\/strong\u003e\u003c\/li\u003e\n      \u003cli\u003e\n\u003cstrong\u003eExtend\u003c\/strong\u003e (writes a new deadline)\u003c\/li\u003e\n      \u003cli\u003e\u003cstrong\u003eLegal hold\u003c\/strong\u003e\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLogs compliance activity\u003c\/strong\u003e to a separate compliance-audit workflow and sends reminders via \u003cstrong\u003eSMTP Email Send\u003c\/strong\u003e to the responsible attorney (or a fallback firm email).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eProcesses webhook decisions\u003c\/strong\u003e: clicking an email link calls a \u003cstrong\u003ewebhook\u003c\/strong\u003e, validates the request, updates the matching ledger row with the attorney decision, and returns an HTML confirmation (or error) page.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eAutomate retention review scheduling for all \u003cstrong\u003eClio closed matters\u003c\/strong\u003e without manual tracking.\u003c\/li\u003e\n  \u003cli\u003eEnsure attorneys respond to deadlines with \u003cstrong\u003eescalating reminders\u003c\/strong\u003e and immediate auditability.\u003c\/li\u003e\n  \u003cli\u003eMaintain a single source of truth in \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e for retention status, deadlines, and decisions.\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 (OAuth2).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes \/ logic:\u003c\/strong\u003e \u003cem\u003eif, code, filter, webhook, split out, email send\u003c\/em\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRequired setup variables:\u003c\/strong\u003e \u003ccode\u003eCLIO_BASE_URL\u003c\/code\u003e, \u003ccode\u003eRETENTION_LEDGER_SHEET_ID\u003c\/code\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLedger:\u003c\/strong\u003e Create a “Retention” sheet with the required column headers (including status and last action columns as defined in the setup).\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45945698255027,"sku":"N8N-19099","price":23.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/P9oRLa5ODTEBD3xOxM_tW_cFgQ89Q9.png?v=1788426414","url":"https:\/\/buyflowscripts.com\/products\/n8n-workflow-clio-retention-reviews-to-google-sheets","provider":"N8N Commerce","version":"1.0","type":"link"}