Tool directory
Mixed
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)
-
Tool 002
Configurable Matter Badges
Highlight selected matter fields and conditions with configurable badges that make important context easier to notice.
-
Tool 005
Stale Matter Warning
Check recorded matter activity against your chosen inactivity period and review the evidence behind a warning.
-
Tool 006
Missing Data Inspector
Inspect missing matter details and contact information so you can identify records that need manual attention.
-
Tool 007
Custom Field Quick Editor
Review and edit supported custom fields for the current matter through a compact, guided workflow.
-
Tool 010
Quick Copy and Deep Links
Copy useful matter details and open direct record links without searching through the surrounding Clio screens.
-
Tool 012
Task Kits
Save reusable task kits with detailed creation settings, choose scheduling options and review each task before applying it.
-
Tool 023
Client Status Update Draft
Write a client update using selected matter record references, tone preferences and an editable draft with a source ledger.
-
Tool 024
Opposing Counsel Reply Draft
Prepare a reply from your own source-backed points after confirming the filed message, recipient and role.
-
Tool 025
Follow-Up Detector
Review filed email request cues, possible replies and existing follow-up tasks before creating a task you assign to yourself.
-
Tool 026
Client Silence Alert
Check the recorded gap since client communication and inspect coverage before deciding whether follow-up is needed.
-
Tool 027
Communication Templates
Customize communication templates, complete their required fields and review a local draft before copying it elsewhere.
-
Tool 031
Folder Template Builder
Build and save nested folder trees, choose a verified destination and review folder metadata and dependent creation steps.
-
Tool 034
Smart File Naming
Build document filenames with labels, numbering, formatting, replacement rules and available Clio metadata, using live examples before review.
-
Tool 035
Document Classifier and Router
Choose explicit document categories and review the proposed assignments before updating records in the current matter.
-
Tool 045
Billing Narrative Enhancer
Expand your chosen shorthand and edit unbilled billing narratives, with review and safeguards against changing billed records.
-
Tool 050
Work-in-Progress Dashboard
Review current matter time and expenses not yet on bills, filter by user or age and inspect source records.
-
Tool 051
Bill Readiness Checker
Review current matter billing preparation checks and identify information that needs attention before proceeding with a bill.
-
Tool 052
Prebill Anomaly Detector
Inspect rule-based anomalies in unbilled entries and review supported narrative corrections without relying on generated billing facts.
-
Tool 055
Outstanding Balance Banner
Inspect issued invoice balances and aging against session thresholds, keeping amounts separated by currency for the current matter.
-
Tool 068
Intake Completeness Checker
Check imported intake evidence against required fields, forms and appointments while distinguishing missing information from unknown coverage.
-
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.
-
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.
-
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.
-
Tool 083
Living Matter Summary
Generate or edit source-linked summary sections, review provider drafts, and preserve approved local revisions with a citation ledger.