Researched: Sourced and summarized, not yet run end-to-end by us Client onboarding
Staged onboarding emails for new law firm matters from Clio
At a glance
View source template on n8n.io (opens in new tab)Problem
New legal clients get inconsistent "what happens next" communication in the first week
Caveats
No AI involved. Needs a Clio account with API (OAuth) access and an SMTP sender. The compliance/guardrail sub-workflow is not included; you must build it yourself before this will send. Have an attorney approve the email wording, since client communications may be subject to professional-conduct rules.
Tools
- n8n schedule
- Clio API (matters + users)
- n8n sub-workflow (compliance/opt-out check)
- SMTP email
Steps
- Runs daily at 9am.
- Fetch firm users and open matters from Clio.
- Work out which stage is due (day 0, 1, 3 or
- from each matter's open date.
- Build the stage email and fill in the responsible attorney's contact details.
- A separate guardrail sub-workflow adds the required footer and blocks opted-out recipients.
- Send approved emails via SMTP.
- Status
- Researched: Sourced and summarized, not yet run end-to-end by us
- Last checked
Setup estimates are rough guesses for someone comfortable with the tools who already has the accounts and API keys. Real time is unknown until tested.