Tool directory
Premium
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 013
Batch Task Triage
Triage assigned tasks across accessible matters and review status or date changes with independent checks for each matter.
-
Tool 016
Dependent Deadline Builder
Build tasks and calendar events from explicit date offsets, with time zone checks and a review of dependencies.
-
Tool 018
Smart Time Blocking
Schedule current matter tasks around selected calendars, work hours, durations and buffers, then recheck conflicts before booking.
-
Tool 019
Workload Balancer
Compare accessible staff task counts, overdue work and priority coverage without treating those counts as complete capacity estimates.
-
Tool 039
Discovery Index Builder
Build a searchable document index with reviewed dates, people, categories and production notes, then export the complete CSV.
-
Tool 040
Matter Binder Export
Arrange selected matter documents into a reviewed binder manifest with sections, captions and version references for CSV export.
-
Tool 042
Multi-Matter Timer Switcher
Review stopping your active timer on another matter before starting an existing entry in the verified workbench matter.
-
Tool 047
Bulk Time Entry Sheet
Prepare multiple time entries for the verified matter, review dates and amounts, and catch exact repeated rows before creation.
-
Tool 053
Draft Bill Launcher
Review selected unbilled work, project discounts and taxes, and export a draft billing package without creating a bill.
-
Tool 056
Collections Queue
Prioritize current matter unpaid invoices, add session notes and payment promises, then export the queue for review.
-
Tool 066
Adverse-Party Network View
Explore directly recorded contact connections through matter clients and relationships without inferring adversity or extending into recursive networks.
-
Tool 069
Lead Routing and Scoring
Score imported leads using saved firm rules, explain routing decisions, and record reviewed overrides before exporting the queue.
-
Tool 072
Practice-Area Starter Packs
Build reusable matter setup outlines and approve task creation with active assignees, while keeping other proposed components available for review.
-
Tool 073
Stage Playbooks
Prepare reusable stage plans, assign active task owners and manual dates, then review exact task creation before applying the plan.
-
Tool 081
Ask This Matter
Ask questions using reviewed document excerpts sent to your chosen AI provider, then inspect source citations before using answers.
-
Tool 084
Client-Facing Status Report
Generate a client report from explicitly approved excerpts, review citations and disclosure, then edit and export the final draft.
-
Tool 086
Contradiction Detector
Compare approved excerpts through your chosen AI provider and review potential contradictions with exact source quotations before accepting findings.
-
Tool 089
Firm Prompt Profiles
Save firm instruction profiles, review assembled guidance, and activate a profile for subsequent AI request previews in this session.
-
Tool 090
Provider and Model Router
Save provider and model preferences, stage reviewed connection settings, and restrict generation to assigned tools using fresh session credentials.
-
Tool 093
E-Signature Tracker
Import a signing status packet, compare matter document references, and export an evidence-based follow-up queue without contacting signers.
-
Tool 094
Jurisdiction Deadline Calculator
Inspect subscribed court-rule jurisdictions and triggers, review exact preview parameters, and open the native Clio preview without inventing deadlines.
-
Tool 095
Personal-Injury Medical and Damages Ledger
Record source-backed medical expenses and payments, keep currency totals separate and review lien references outside expense totals.
-
Tool 096
Settlement Demand Workspace
Write a demand outline using reviewed source references, treatment notes, economic amounts and exhibits, then export text and provenance.
-
Tool 098
Corporate Governance Tracker
Record governance items against matter document sources, review your entries and export a tracker without registry or compliance certification claims.