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 048
Expense Receipt Capture
Record receipt-backed expenses with local file evidence or matter document references, validate amounts and export a reviewed worksheet.
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Tool 049
Matter Realization Snapshot
Compare recorded billable time and issued invoice amounts by currency, with visible exclusions and coverage limits.
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Tool 054
Invoice Snapshot
Review current matter invoices with their recorded status, dates, balances and currency in one focused snapshot.
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Tool 057
Payment Reconciliation Inspector
Trace explicit payment, allocation and bank transaction links for a selected invoice without inferring settlement or repairing records.
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Tool 058
Send Payment Request
Create a reviewed hosted payment link for an eligible current matter invoice, with live balance and account checks.
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Tool 059
Trust Balance Guard
Explore a hypothetical withdrawal against a recorded matter trust balance, explicit currency and session minimum without moving funds.
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Tool 060
Trust Request Workflow
Create one reviewed, unapproved client trust request with an explicit currency, amount and dates, without moving funds or sending messages.
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Tool 061
Contact Quick Create
Create a person or company with work contact details, then review a dependent relationship to the current matter.
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Tool 062
Duplicate Contact Finder
Inspect possible duplicate contacts and review an explicit name or title correction without merging or deleting records.
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Tool 063
Contact Data Normalizer
Review a shortlist of contact spacing and phone punctuation cleanup candidates without automatically changing contact records.
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Tool 064
Relationship Wizard
Find an existing firm contact, describe their role and check duplicate relationships before linking them to the matter.
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Tool 065
Conflict Quick Scan
Search accessible contacts and matters for candidate matches to review, with visible coverage limits and no conflict clearance claim.
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Tool 067
Grow Lead Inbox Widget
Import a Grow review packet, triage leads locally, and export assignments with clear evidence and coverage limits.
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Tool 070
Grow-to-Manage Handoff
Compare imported handoff expectations with verified current-matter labels in Manage and identify missing, different or unavailable evidence.
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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 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 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.
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Tool 082
Matter Chronology Generator
Assemble recorded matter dates into a chronology with original field references and separate annotations you add for review.
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Tool 085
Facts–Issues–Evidence Matrix
Connect facts and issues to reviewed document references, record witnesses and uncertainty, and export your evidence matrix.
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Tool 088
Privilege and Sensitive-Data Preflight
Review literal sensitive-data cues in pasted text, choose spans to redact and export the edited text with a review ledger.
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Tool 091
Court Notice Handler
Find literal dates in pasted court notice text, verify the matter document, and approve individually named tasks before creation.
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Tool 092
Filing Packet Checklist
Build a filing packet review checklist with owners, evidence, dates and status notes, then export your recorded assessments.