Tool directory
Documents & research
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 031
Folder Template Builder
Build and save nested folder trees, choose a verified destination and review folder metadata and dependent creation steps.
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Tool 032
Web Research Capture
Turn pasted webpage text into reviewed Markdown with source details, then export it or prepare a gated upload.
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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.
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Tool 034
Smart File Naming
Build document filenames with labels, numbering, formatting, replacement rules and available Clio metadata, using live examples before review.
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Tool 035
Document Classifier and Router
Choose explicit document categories and review the proposed assignments before updating records in the current matter.
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Tool 036
Duplicate Document Detector
Compare document names and sizes, and optionally hash selected local files to investigate possible duplicates without downloading Clio content.
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Tool 037
Version Comparison
Compare pasted versions line by line, label their origins and optionally attach verified matter document references.
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Tool 038
Document Digest
Organize excerpts and source locations into a digest you write and review, with text and evidence ledger exports.
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Tool 039
Discovery Index Builder
Build a searchable document index with reviewed dates, people, categories and production notes, then export the complete CSV.
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Tool 040
Matter Binder Export
Arrange selected matter documents into a reviewed binder manifest with sections, captions and version references for CSV export.