Tool directory
Free
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 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 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 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 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 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 020
Daily Agenda
Bring the current matter’s loaded tasks and calendar entries into one agenda for reviewing the day’s work.
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Tool 021
Unified Communication Timeline
Read filed calls and emails in one matter timeline, with named participants and directly linked time entry counts.
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Tool 022
Quick Call Log
Record a call with participants and notes, then optionally create a linked time entry and reviewed follow-up task.
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Tool 028
Participant-to-Contact Linker
Match filed communication participants or typed details to existing contacts, then review a proposed matter relationship.
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Tool 029
Communication Risk Preflight
Review highlighted phrases in a local draft, acknowledge sensitive passages and check attachments before using the message elsewhere.
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Tool 030
Outlook Filing Bridge
Inspect a selected email file and attachment manifest, then stage the original for a separately reviewed matter upload.
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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 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 041
Matter Timer
Review starting or stopping a Clio timer on an existing time entry you own in the current matter.
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Tool 043
Task-to-Time Entry
Create a reviewed time entry from task work, with optional task completion after the time entry is confirmed.
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Tool 044
Calendar-to-Time Entry
Create a reviewed time entry for a past calendar event using the duration and narrative you explicitly provide.
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Tool 046
Missing Time Detector
Inspect current matter records for direct time entry associations and identify activity that needs a manual billing check.