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 073
Stage Playbooks
Prepare reusable stage plans, assign active task owners and manual dates, then review exact task creation before applying the plan.
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Tool 074
Stalled Matter Radar
Review recorded activity aging and overdue tasks for the current matter, with uncertainty visible where dates or coverage are incomplete.
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Tool 075
Matter Closing Wizard
Work through closing preparation using recorded task, time and invoice evidence plus your own session review checklist.
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Tool 076
Reopening Assistant
Review reopening evidence, responsible roles, tasks, invoices and calendar records alongside a session checklist of your own confirmations.
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Tool 077
Firm Data Hygiene Scanner
Inspect the current matter for selected contact, relationship, task and document data issues, with evidence to guide manual cleanup.
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Tool 078
Naming Convention Enforcer
Audit current-matter naming conventions, review document or task renames, and apply selected changes after checking collisions and record versions.
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Tool 079
Webhook Health Manager
Inspect accessible webhook registrations, recorded statuses, events and expiry details without changing subscriptions or claiming delivery health.
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Tool 080
Audit and Failure Center
Review encrypted run history, per-record outcomes and approved payloads, then compare uncertain results without automatically retrying them.
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Tool 081
Ask This Matter
Ask questions using reviewed document excerpts sent to your chosen AI provider, then inspect source citations before using answers.
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Tool 082
Matter Chronology Generator
Assemble recorded matter dates into a chronology with original field references and separate annotations you add for review.
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Tool 083
Living Matter Summary
Generate or edit source-linked summary sections, review provider drafts, and preserve approved local revisions with a citation ledger.
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Tool 084
Client-Facing Status Report
Generate a client report from explicitly approved excerpts, review citations and disclosure, then edit and export the final draft.
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Tool 085
Facts–Issues–Evidence Matrix
Connect facts and issues to reviewed document references, record witnesses and uncertainty, and export your evidence matrix.
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Tool 086
Contradiction Detector
Compare approved excerpts through your chosen AI provider and review potential contradictions with exact source quotations before accepting findings.
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Tool 087
Source-Pinned AI Output
Generate or write source-linked assertions, verify each against selected excerpts, and export only statements you have explicitly approved.
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Tool 088
Privilege and Sensitive-Data Preflight
Review literal sensitive-data cues in pasted text, choose spans to redact and export the edited text with a review ledger.
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Tool 089
Firm Prompt Profiles
Save firm instruction profiles, review assembled guidance, and activate a profile for subsequent AI request previews in this session.
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Tool 090
Provider and Model Router
Save provider and model preferences, stage reviewed connection settings, and restrict generation to assigned tools using fresh session credentials.
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Tool 091
Court Notice Handler
Find literal dates in pasted court notice text, verify the matter document, and approve individually named tasks before creation.
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Tool 092
Filing Packet Checklist
Build a filing packet review checklist with owners, evidence, dates and status notes, then export your recorded assessments.
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Tool 093
E-Signature Tracker
Import a signing status packet, compare matter document references, and export an evidence-based follow-up queue without contacting signers.
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Tool 094
Jurisdiction Deadline Calculator
Inspect subscribed court-rule jurisdictions and triggers, review exact preview parameters, and open the native Clio preview without inventing deadlines.
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Tool 095
Personal-Injury Medical and Damages Ledger
Record source-backed medical expenses and payments, keep currency totals separate and review lien references outside expense totals.
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Tool 096
Settlement Demand Workspace
Write a demand outline using reviewed source references, treatment notes, economic amounts and exhibits, then export text and provenance.