Tool directory
Matter operations
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 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.
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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.