Tool directory
Tools
Every tool page states what the tool does today, what it does not do, and what each plan includes. Planned tools are marked Planned and have no launcher in the extension.
Family
- AI assistance (10)
- Billing & payments (10)
- Communications (10)
- Contacts & intake (10)
- Documents & research (10)
- Matter operations (10)
- Matter workspace (10)
- Practice workflows (10)
- Tasks & calendars (10)
- Time & productivity (10)
Plan
Workflow
- Batch workspace (10)
- Compare & review (19)
- Guided planner (32)
- Quick action (11)
- Record explorer (28)
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Tool 001
Matter Snapshot
See the current matter’s key details, open tasks and recent activity together before deciding what needs attention.
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Tool 002
Configurable Matter Badges
Highlight selected matter fields and conditions with configurable badges that make important context easier to notice.
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Tool 003
Universal Matter Switcher
Find and verify a different matter, then switch the workspace to its records and tools.
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Tool 004
Recent and Favorite Matters
Return to recently opened and frequently accessed matters from a focused list of familiar work.
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Tool 005
Stale Matter Warning
Check recorded matter activity against your chosen inactivity period and review the evidence behind a warning.
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Tool 006
Missing Data Inspector
Inspect missing matter details and contact information so you can identify records that need manual attention.
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Tool 007
Custom Field Quick Editor
Review and edit supported custom fields for the current matter through a compact, guided workflow.
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Tool 008
Related-Party Map
Review accessible matter parties and their relationship labels in a clear list of connected people and organizations.
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Tool 009
Matter Activity Timeline
Follow recorded matter activity chronologically and inspect the underlying records for the events that matter.
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Tool 010
Quick Copy and Deep Links
Copy useful matter details and open direct record links without searching through the surrounding Clio screens.
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Tool 011
Matter Task Center
Review the current matter’s tasks and prepare supported updates to their status, dates and ownership.
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Tool 012
Task Kits
Save reusable task kits with detailed creation settings, choose scheduling options and review each task before applying it.
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Tool 013
Batch Task Triage
Triage assigned tasks across accessible matters and review status or date changes with independent checks for each matter.
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Tool 014
Due-Date Nudge
Move existing task due dates by a day, week or next weekday, then review the exact changes.
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Tool 015
Deadline Extractor
Find literal dates in pasted text, confirm their source excerpts and create reviewed tasks from selected candidates.
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Tool 016
Dependent Deadline Builder
Build tasks and calendar events from explicit date offsets, with time zone checks and a review of dependencies.
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Tool 017
Calendar Conflict Checker
Check accessible Clio calendars for availability and review a proposed booking against the calendars you selected.
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Tool 018
Smart Time Blocking
Schedule current matter tasks around selected calendars, work hours, durations and buffers, then recheck conflicts before booking.
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Tool 019
Workload Balancer
Compare accessible staff task counts, overdue work and priority coverage without treating those counts as complete capacity estimates.
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Tool 020
Daily Agenda
Bring the current matter’s loaded tasks and calendar entries into one agenda for reviewing the day’s work.
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Tool 021
Unified Communication Timeline
Read filed calls and emails in one matter timeline, with named participants and directly linked time entry counts.
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Tool 022
Quick Call Log
Record a call with participants and notes, then optionally create a linked time entry and reviewed follow-up task.
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Tool 023
Client Status Update Draft
Write a client update using selected matter record references, tone preferences and an editable draft with a source ledger.
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Tool 024
Opposing Counsel Reply Draft
Prepare a reply from your own source-backed points after confirming the filed message, recipient and role.