Tool directory
Matter workspace
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 001
Matter Snapshot
See the current matter’s key details, open tasks and recent activity together before deciding what needs attention.
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Tool 002
Configurable Matter Badges
Highlight selected matter fields and conditions with configurable badges that make important context easier to notice.
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Tool 003
Universal Matter Switcher
Find and verify a different matter, then switch the workspace to its records and tools.
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Tool 004
Recent and Favorite Matters
Return to recently opened and frequently accessed matters from a focused list of familiar work.
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Tool 005
Stale Matter Warning
Check recorded matter activity against your chosen inactivity period and review the evidence behind a warning.
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Tool 006
Missing Data Inspector
Inspect missing matter details and contact information so you can identify records that need manual attention.
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Tool 007
Custom Field Quick Editor
Review and edit supported custom fields for the current matter through a compact, guided workflow.
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Tool 008
Related-Party Map
Review accessible matter parties and their relationship labels in a clear list of connected people and organizations.
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Tool 009
Matter Activity Timeline
Follow recorded matter activity chronologically and inspect the underlying records for the events that matter.
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Tool 010
Quick Copy and Deep Links
Copy useful matter details and open direct record links without searching through the surrounding Clio screens.