# Send engagement letters and open Clio matters with DocuSign and Google Sheets

> Quick Overview This workflow automates engagement letter drafting and e-signing by connecting Clio, DocuSign, Google Sheets, and email: it creates or reuses a Clio contact, drafts a DocuSign envelope for attorney approval, logs progress in a tracking sheet, and opens a Clio matter after the envelope is completed. How it works 1. Receives a webhook when a lead is qualified for an engagement letter and normalizes the lead details (name, email, phone, practice area, case details, and assigned attorney). 2. Searches Clio for an existing contact by email and creates a new Clio contact if no exact match is found. 3. Fetches DocuSign account context, creates a draft envelope from your engagement letter template with prefilled fields, logs the engagement in Google Sheets, and emails the assigned attorney an approval link. 4. Receives an attorney approval webhook, validates the approval request, looks up the matching review ID in Google Sheets, and transitions the DocuSign envelope status to “s

- **Domain**: `n8n-workflow-19678.n8n.io`
- **Provider**: n8n.io (https://n8n.io)
- **Kind**: workflow
- **Live-responds (last probe)**: None
- **Signed card**: False
- **Streaming**: False
- **Quality score**: 40%

## URLs
- Agent card: https://n8n.io/workflows/19678
- Page (HTML): https://agenstry.com/agents/n8n-workflow-19678.n8n.io
- Documentation: https://n8n.io/workflows/19678