Quick overview
Quick overview This workflow runs on a daily schedule (or manually) to pull matter, billing, and financial/property data from Clio, Plaid, and AppFolio, sanitize it for attorney-client privilege and PII, generate operational briefings with Anthropic Claude, route notifications and audit logs to Slack, Gmail, Google Calendar, Google Drive, and Google Sheets. How it works Runs on a weekday 7am schedule or via manual trigger to load centralized configuration values. Fetches open matters and outstanding bills from Clio, trust transactions and operating balances from Plaid, and property data from AppFolio. Combines the platform data, scans for attorney-client privilege keywords, and redacts PII such as emails, phone numbers, SSNs, and account numbers. Stops the workflow with an audit error if privileged content is detected, otherwise prepares a safe, flattened payload for AI processing. Sends the sanitized payload to an Anthropic Claude agent with structured JSON output parsing and memory to generate an operational briefing. Routes results by matter type and urgency to post Slack updates, send compliance notifications, create Google Calendar deadline events, upload briefing documents to Google Drive, and append audit/dashboard rows to Google Sheets. Also handles inbound Plaid transaction webhooks, Gmail intake polling, Slack team commands, Clio event webhooks, and workflow errors, applying the same privilege-sanitization checks before sending Slack/Gmail/Sheets outputs. Setup Fill in all values in the Workflow Configuration (Clio API base/token, Plaid client/secret/access token and API base, AppFolio base/client ID/secret, firm name, Slack channel IDs, and Google Sheet/Calendar/Drive IDs). Add credentials/connections for Anthropic (Claude), Slack, Gmail, Google Calendar, Google Drive, and Google Sheets. Create or verify the required Google Sheets documents and tabs exist with matching names: Matter Dashboard, Financial Reconciliation, Audit Trail, and Compliance Events. Copy the n8n webhook URLs for the Clio Events and Plaid Transaction Alerts webhooks and register them in Clio and Plaid (or your webhook forwarder) to send events to this workflow. Configure the Slack channel used for team commands and ensure slash commands/events are allowed to post into the configured channel ID. Additional info ⚠️ Important — Read Before Deploying This workflow is provided as a starting framework, not a certified or turnkey compliance solution. It includes privilege-detection and PII-redaction logic based on keyword and pattern matching — this logic will not catch every edge case and must be reviewed and extended before handling real client data. Before going live, you must: Review and expand the privilege-keyword list and PII-redaction patterns in the Code: Privilege Detection & Sanitization node to match your firm's specific practice areas, terminology, and client base. Test the full workflow end-to-end using sample or synthetic data only — never live client matters — until you've confirmed privileged material is correctly flagged and halted before reaching any AI model, third-party API, or notification channel. Have your firm's compliance officer, IT security lead, or outside counsel review this workflow's data handling before connecting it to production Clio, Plaid, AppFolio, or communication accounts. Confirm your use of any third-party AI provider (including Anthropic/Claude) complies with your firm's client confidentiality obligations, data processing agreements, and applicable bar association guidance in your jurisdiction. Independently verify all outputs (briefings, routing decisions, compliance logs) before relying on them — this tool assists reporting, it does not replace professional legal or compliance judgment. Disclaimer of liability: This template is sold "as is," without warranty of any kind. The seller is not responsible for data breaches, privilege waivers, compliance failures, financial discrepancies, or any other loss or damage resulting from the use, misuse, or misconfiguration of this workflow. By purchasing and deploying this workflow, you accept full responsibility for testing, validating, and securing it appropriately for your firm's specific regulatory and ethical obligations. This is not legal advice. Consult qualified counsel regarding your firm's specific compliance requirements before use. An n8n automation workflow template by Joseph Fadero.
Joseph Fadero
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