Tool directory
Tasks & calendars
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 011
Matter Task Center
Review the current matter’s tasks and prepare supported updates to their status, dates and ownership.
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Tool 012
Task Kits
Save reusable task kits with detailed creation settings, choose scheduling options and review each task before applying it.
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Tool 013
Batch Task Triage
Triage assigned tasks across accessible matters and review status or date changes with independent checks for each matter.
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Tool 014
Due-Date Nudge
Move existing task due dates by a day, week or next weekday, then review the exact changes.
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Tool 015
Deadline Extractor
Find literal dates in pasted text, confirm their source excerpts and create reviewed tasks from selected candidates.
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Tool 016
Dependent Deadline Builder
Build tasks and calendar events from explicit date offsets, with time zone checks and a review of dependencies.
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Tool 017
Calendar Conflict Checker
Check accessible Clio calendars for availability and review a proposed booking against the calendars you selected.
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Tool 018
Smart Time Blocking
Schedule current matter tasks around selected calendars, work hours, durations and buffers, then recheck conflicts before booking.
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Tool 019
Workload Balancer
Compare accessible staff task counts, overdue work and priority coverage without treating those counts as complete capacity estimates.
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Tool 020
Daily Agenda
Bring the current matter’s loaded tasks and calendar entries into one agenda for reviewing the day’s work.