Tool directory
Billing & payments
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 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.