Templates / Run legal conflict checks with Clio, Google Sheets, and email

Run legal conflict checks with Clio, Google Sheets, and email

Ready for 3.0

by Dele Tosh @ Protomated ✓ · 14 views · created 2026-09-06 · Document Extraction, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This workflow has 23 nodes and runs when an HTTP POST request hits its webhook URL (plus 1 other trigger). Along the way it connects Google Sheets.

How it runs

Trigger: When an HTTP POST request hits its webhook URL (plus 1 other trigger).

  1. Parse Conflict Check Names (Code): runs custom JavaScript code
  2. Parse Conflict Decision Request (Code): runs custom JavaScript code
  3. If: checks a condition and branches into true / false
  4. If: checks a condition and branches into true / false
  5. Fetch All Contacts From Clio (HTTP Request): calls an HTTP API (GET)
  6. Respond Invalid Conflict Request (Respond to Webhook): sends the response back to the webhook caller
  7. Read Conflict Check Audit Log (Google Sheets): read
  8. Respond Invalid Conflict Decision (Respond to Webhook): sends the response back to the webhook caller
  9. Fetch All Matters From Clio (HTTP Request): calls an HTTP API (GET)
  10. Find Matching Audit Log Row (Code): runs custom JavaScript code

…plus 11 more steps. See the full node list below.

Services it uses

Google Sheets

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (8)

From the author

Quick Overview This workflow runs two webhooks to perform name-based conflict checks by fuzzy-matching submitted party names against Clio contacts and matters, logging each check in Google Sheets, emailing a formatted report with Clear/Escalate links, and…

Excerpt from Dele Tosh @ Protomated's description on n8n.io.

View the original on n8n.io → Check your own copy

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