@beamreach/n8n-nodes-clio

n8n community node for Clio — the legal practice management platform used by 150,000+ law firms worldwide.

This node lets you automate contacts, matters, and notes directly from n8n workflows. No more manual data entry: connect your intake forms, AI classification pipelines, and email systems to Clio in a single workflow.

Built by Beamreach — we help immigration law firms automate their client operations with n8n and AI.

Supported operations

| Resource | Operations | |----------|-----------| | Contact | Create, Get, Get Many, Update | | Matter | Create, Get, Get Many, Update | | Note | Create, Get, Get Many |

Authentication

• OAuth2 (recommended for production) — Clio's standard OAuth2 authorization code flow
• API Key — for quick testing and server-to-server integrations

Installation

n8n Cloud / self-hosted (recommended)

1. Go to Settings → Community Nodes
2. Select Install
3. Enter @beamreach/n8n-nodes-clio and confirm

npm (local or Docker)

npm install @beamreach/n8n-nodes-clio

Then restart n8n.

Setup

1. Create a Clio app (OAuth2)

1. Log in to Clio → Settings → API Keys → Developer Portal
2. Click Create an Application
3. Set the redirect URI to your n8n OAuth callback:

   https://your-n8n-host.com/rest/oauth2-credential/callback

4. Copy your Client ID and Client Secret

2. Add credentials in n8n

1. In n8n, go to Credentials → New
2. Search for Clio OAuth2
3. Paste your Client ID and Client Secret
4. Click Connect — you'll be redirected to Clio to authorize
5. Done — the node will automatically refresh tokens

API Key alternative

1. In Clio → Settings → API Keys → generate a key
2. In n8n credentials, choose Clio API Key and paste the key

Example: Immigration intake workflow

This node powers the Immigration Intake — AI Visa Classification + Clio workflow:

Webhook → OpenAI (visa classification) → Clio Contact → Clio Matter → Clio Note → Email

The workflow accepts any intake form structure (Typeform, Jotform, custom survey), runs GPT-4o to classify the visa type and generate a document checklist, then creates everything in Clio automatically.

Download the workflow →

Clio API reference

| Resource | Clio API v4 endpoint | |----------|---------------------| | Contacts | GET/POST /api/v4/contacts.json | | Matters | GET/POST /api/v4/matters.json | | Notes | GET/POST /api/v4/notes.json |

Full documentation: app.clio.com/api/v4/documentation

Development

git clone https://github.com/beamreach-ai/n8n-nodes-clio
cd n8n-nodes-clio
npm install
npm run build

To test locally with n8n:

# In the n8n-nodes-clio directory
npm link

# In your n8n installation directory
npm link @beamreach/n8n-nodes-clio

Then restart n8n — the Clio node will appear in the node list.

Roadmap

• [ ] Document (upload / list)
• [ ] Task (create / complete)
• [ ] Calendar entry
• [ ] Bill / Invoice (read)
• [ ] Trigger nodes (webhook-based real-time updates)

PRs welcome.

License

MIT © Beamreach

About Beamreach

We build legal automation systems for immigration law firms. If you want this set up for your firm — including custom intake forms, Clio integration, and AI-powered case routing — book a call.