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 049
Matter Realization Snapshot
Compare recorded billable time and issued invoice amounts by currency, with visible exclusions and coverage limits.
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Tool 050
Work-in-Progress Dashboard
Review current matter time and expenses not yet on bills, filter by user or age and inspect source records.
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Tool 051
Bill Readiness Checker
Review current matter billing preparation checks and identify information that needs attention before proceeding with a bill.
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Tool 052
Prebill Anomaly Detector
Inspect rule-based anomalies in unbilled entries and review supported narrative corrections without relying on generated billing facts.
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Tool 053
Draft Bill Launcher
Review selected unbilled work, project discounts and taxes, and export a draft billing package without creating a bill.
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Tool 054
Invoice Snapshot
Review current matter invoices with their recorded status, dates, balances and currency in one focused snapshot.
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Tool 055
Outstanding Balance Banner
Inspect issued invoice balances and aging against session thresholds, keeping amounts separated by currency for the current matter.
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Tool 056
Collections Queue
Prioritize current matter unpaid invoices, add session notes and payment promises, then export the queue for review.
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Tool 057
Payment Reconciliation Inspector
Trace explicit payment, allocation and bank transaction links for a selected invoice without inferring settlement or repairing records.
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Tool 058
Send Payment Request
Create a reviewed hosted payment link for an eligible current matter invoice, with live balance and account checks.
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Tool 059
Trust Balance Guard
Explore a hypothetical withdrawal against a recorded matter trust balance, explicit currency and session minimum without moving funds.
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Tool 060
Trust Request Workflow
Create one reviewed, unapproved client trust request with an explicit currency, amount and dates, without moving funds or sending messages.
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Tool 061
Contact Quick Create
Create a person or company with work contact details, then review a dependent relationship to the current matter.
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Tool 062
Duplicate Contact Finder
Inspect possible duplicate contacts and review an explicit name or title correction without merging or deleting records.
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Tool 063
Contact Data Normalizer
Review a shortlist of contact spacing and phone punctuation cleanup candidates without automatically changing contact records.
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Tool 064
Relationship Wizard
Find an existing firm contact, describe their role and check duplicate relationships before linking them to the matter.
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Tool 065
Conflict Quick Scan
Search accessible contacts and matters for candidate matches to review, with visible coverage limits and no conflict clearance claim.
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Tool 066
Adverse-Party Network View
Explore directly recorded contact connections through matter clients and relationships without inferring adversity or extending into recursive networks.
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Tool 067
Grow Lead Inbox Widget
Import a Grow review packet, triage leads locally, and export assignments with clear evidence and coverage limits.
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Tool 068
Intake Completeness Checker
Check imported intake evidence against required fields, forms and appointments while distinguishing missing information from unknown coverage.
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Tool 069
Lead Routing and Scoring
Score imported leads using saved firm rules, explain routing decisions, and record reviewed overrides before exporting the queue.
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Tool 070
Grow-to-Manage Handoff
Compare imported handoff expectations with verified current-matter labels in Manage and identify missing, different or unavailable evidence.
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Tool 071
Matter Opening Wizard
Create one new matter from an existing client, description and responsible attorney, with reviewed status and optional opening details.
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Tool 072
Practice-Area Starter Packs
Build reusable matter setup outlines and approve task creation with active assignees, while keeping other proposed components available for review.