# Flag duplicate Clio contacts and email paralegals daily: n8n workflow

> Started by another system calling it, and works across Email. 14 steps, 2 branches: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/flag-duplicate-clio-contacts-and-email-paralegals-daily (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Integrations](https://millionrounds.com/workflows?category=Integrations#library)

# Flag duplicate Clio contacts and email paralegals daily

Started by another system calling it, and works across Email. 14 steps, 2 branches: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fflag-duplicate-clio-contacts-and-email-paralegals-daily)

**14 steps** Medium: a working afternoon

**2** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 3 Logic 9 Service 2

The steps in the order they run, from what starts it.

- 1 **Every Morning at 6am** Schedule trigger *Starts it*
- 2 **When Dismiss Link Clicked** Webhook *Starts it*
- 3 **Fetch All Clio Contacts** Http Request *Service*
- 4 **Record Duplicate Dismissal** Code *Logic*
- 5 **Score Likely Duplicate Contact Pairs** Code *Logic*
- 6 **Show Dismissal Confirmation Page** Respond To Webhook *Starts it*
- 7 **If Duplicate Pairs Found** If *Logic*
- 8 **Filter New High-Confidence Pairs** Code *Logic*
- 9 **Skip No Duplicate Pairs Found** No Op *Logic*
- 10 **If New Duplicate Pairs To Report** If *Logic*
- 11 **Build Duplicate Contact Alert Email** Code *Logic*
- 12 **Skip No New Pairs To Report** No Op *Logic*
- 13 **Log Scan To Compliance Audit** Execute Workflow *Logic*
- 14 **Send Duplicate Alert Email** Email Send *Service*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 14, with 2 branches
- **Size:** Medium: a working afternoon
- **Connects to:** Email
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Email account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 14 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 14 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fflag-duplicate-clio-contacts-and-email-paralegals-daily)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Email](https://millionrounds.com/workflows?service=Email#library)

## Workflows like it

Also integrations, with the same services where possible, closest in size first.

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- [**Self update Docker-based n8n with SSH** 14 steps · Email](https://millionrounds.com/workflow/self-update-docker-based-n8n-with-ssh)
- [**Send a daily remote developer job digest from RSS feeds** 14 steps · Email, RSS](https://millionrounds.com/workflow/send-a-daily-remote-developer-job-digest-from-rss-feeds)
- [**Send adaptive daily Supabase product pulse emails with Claude** 14 steps · Email](https://millionrounds.com/workflow/send-adaptive-daily-supabase-product-pulse-emails-with-claud)
- [**Triage inbound email with IMAP and SMTP** 14 steps · Email](https://millionrounds.com/workflow/triage-inbound-email-with-imap-and-smtp)
- [**Analyze emails** 15 steps · Email](https://millionrounds.com/workflow/analyze-emails)