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)
-
Tool 025
Follow-Up Detector
Review filed email request cues, possible replies and existing follow-up tasks before creating a task you assign to yourself.
-
Tool 026
Client Silence Alert
Check the recorded gap since client communication and inspect coverage before deciding whether follow-up is needed.
-
Tool 027
Communication Templates
Customize communication templates, complete their required fields and review a local draft before copying it elsewhere.
-
Tool 028
Participant-to-Contact Linker
Match filed communication participants or typed details to existing contacts, then review a proposed matter relationship.
-
Tool 029
Communication Risk Preflight
Review highlighted phrases in a local draft, acknowledge sensitive passages and check attachments before using the message elsewhere.
-
Tool 030
Outlook Filing Bridge
Inspect a selected email file and attachment manifest, then stage the original for a separately reviewed matter upload.
-
Tool 031
Folder Template Builder
Build and save nested folder trees, choose a verified destination and review folder metadata and dependent creation steps.
-
Tool 032
Web Research Capture
Turn pasted webpage text into reviewed Markdown with source details, then export it or prepare a gated upload.
-
Tool 033
Download-to-Matter
Match a recent download’s metadata to a file you choose, then review its handoff to the matter upload workflow.
-
Tool 034
Smart File Naming
Build document filenames with labels, numbering, formatting, replacement rules and available Clio metadata, using live examples before review.
-
Tool 035
Document Classifier and Router
Choose explicit document categories and review the proposed assignments before updating records in the current matter.
-
Tool 036
Duplicate Document Detector
Compare document names and sizes, and optionally hash selected local files to investigate possible duplicates without downloading Clio content.
-
Tool 037
Version Comparison
Compare pasted versions line by line, label their origins and optionally attach verified matter document references.
-
Tool 038
Document Digest
Organize excerpts and source locations into a digest you write and review, with text and evidence ledger exports.
-
Tool 039
Discovery Index Builder
Build a searchable document index with reviewed dates, people, categories and production notes, then export the complete CSV.
-
Tool 040
Matter Binder Export
Arrange selected matter documents into a reviewed binder manifest with sections, captions and version references for CSV export.
-
Tool 041
Matter Timer
Review starting or stopping a Clio timer on an existing time entry you own in the current matter.
-
Tool 042
Multi-Matter Timer Switcher
Review stopping your active timer on another matter before starting an existing entry in the verified workbench matter.
-
Tool 043
Task-to-Time Entry
Create a reviewed time entry from task work, with optional task completion after the time entry is confirmed.
-
Tool 044
Calendar-to-Time Entry
Create a reviewed time entry for a past calendar event using the duration and narrative you explicitly provide.
-
Tool 045
Billing Narrative Enhancer
Expand your chosen shorthand and edit unbilled billing narratives, with review and safeguards against changing billed records.
-
Tool 046
Missing Time Detector
Inspect current matter records for direct time entry associations and identify activity that needs a manual billing check.
-
Tool 047
Bulk Time Entry Sheet
Prepare multiple time entries for the verified matter, review dates and amounts, and catch exact repeated rows before creation.
-
Tool 048
Expense Receipt Capture
Record receipt-backed expenses with local file evidence or matter document references, validate amounts and export a reviewed worksheet.