{"product_id":"n8n-workflow-legal-conflict-checks-with-clio-sheets-email","title":"n8n Workflow: Legal Conflict Checks with Clio + Sheets + Email","description":"\u003ch3\u003eRun Legal Conflict Checks automatically with n8n—Clio, Google Sheets, and email reports\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow performs name-based legal conflict checks by fuzzy-matching party names against \u003cstrong\u003eClio\u003c\/strong\u003e contacts and matters, logs every check in \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e, and emails a formatted decision report with clear \u003cem\u003eClear\/Escalate\u003c\/em\u003e links—then records the final decision back to the audit log.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cp\u003eBuilt around two webhooks, it streamlines conflict screening end-to-end:\u003c\/p\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eWebhook intake:\u003c\/strong\u003e Receives a POST request containing submitted client\/adverse party names, parses them, and \u003cstrong\u003erejects the request if no names are provided\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePull data from Clio:\u003c\/strong\u003e Fetches up to \u003cstrong\u003e200 contacts\u003c\/strong\u003e and \u003cstrong\u003e200 matters\u003c\/strong\u003e from your Clio tenant using your configured \u003cstrong\u003eCLIO_BASE_URL\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFuzzy matching:\u003c\/strong\u003e Compares each submitted name against Clio contact names and matter client names\/descriptions using a configurable \u003cstrong\u003ethreshold\u003c\/strong\u003e, flagging potential conflicts.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAudit + reporting:\u003c\/strong\u003e Generates a unique \u003cstrong\u003econflict check ID\u003c\/strong\u003e, appends a \u003cem\u003epending-review\u003c\/em\u003e row to the Google Sheets sheet named \u003cstrong\u003e“conflict check”\u003c\/strong\u003e, and builds a styled email report with decision links.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEmail + audit trigger:\u003c\/strong\u003e Sends the conflict report email and triggers a separate compliance\/audit workflow.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDecision capture:\u003c\/strong\u003e 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.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eLaw firms running \u003cstrong\u003econflict checks\u003c\/strong\u003e during intake for new clients or adverse parties.\u003c\/li\u003e\n  \u003cli\u003eCompliance teams needing consistent documentation of conflict decisions in \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003eSaaS operators embedding a conflict-check API endpoint for their legal intake workflow.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes:\u003c\/strong\u003e webhook, http request, if, code, email send, and sticky note.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations:\u003c\/strong\u003e \u003cstrong\u003eClio OAuth2\u003c\/strong\u003e (via CLIO_BASE_URL) and \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e (set \u003cstrong\u003eCONFLICT_LOG_S\u003c\/strong\u003e).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCore logic:\u003c\/strong\u003e fuzzy matching with threshold, unique check IDs, and audit-row updates.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45974318416051,"sku":"N8N-19289","price":52.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/ULbaL0e0NmWER-axNJ2lX_RKWCkeGx.png?v=1788772332","url":"https:\/\/buyflowscripts.com\/products\/n8n-workflow-legal-conflict-checks-with-clio-sheets-email","provider":"N8N Commerce","version":"1.0","type":"link"}