n8n Workflow: Legal Conflict Checks with Clio + Sheets + Email

Run Legal Conflict Checks automatically with n8n—Clio, Google Sheets, and email reports

This n8n workflow performs name-based legal conflict checks by fuzzy-matching party names against Clio contacts and matters, logs every check in Google Sheets, and emails a formatted decision report with clear Clear/Escalate links—then records the final decision back to the audit log.

What this workflow does

Built around two webhooks, it streamlines conflict screening end-to-end:

• Webhook intake: Receives a POST request containing submitted client/adverse party names, parses them, and rejects the request if no names are provided.
• Pull data from Clio: Fetches up to 200 contacts and 200 matters from your Clio tenant using your configured CLIO_BASE_URL.
• Fuzzy matching: Compares each submitted name against Clio contact names and matter client names/descriptions using a configurable threshold, flagging potential conflicts.
• Audit + reporting: Generates a unique conflict check ID, appends a pending-review row to the Google Sheets sheet named “conflict check”, and builds a styled email report with decision links.
• Email + audit trigger: Sends the conflict report email and triggers a separate compliance/audit workflow.
• Decision capture: A GET webhook (from the email links) validates the check ID/action, updates the matching Google Sheets audit row with the decision and timestamp, and returns a confirmation or error page.

Use cases

• Law firms running conflict checks during intake for new clients or adverse parties.
• Compliance teams needing consistent documentation of conflict decisions in Google Sheets.
• SaaS operators embedding a conflict-check API endpoint for their legal intake workflow.

Technical details

• n8n nodes: webhook, http request, if, code, email send, and sticky note.
• Integrations: Clio OAuth2 (via CLIO_BASE_URL) and Google Sheets (set CONFLICT_LOG_S).
• Core logic: fuzzy matching with threshold, unique check IDs, and audit-row updates.