Tool directory
Contacts & intake
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 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.