Tool directory
Batch workspace
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 011
Matter Task Center
Review the current matter’s tasks and prepare supported updates to their status, dates and ownership.
-
Tool 013
Batch Task Triage
Triage assigned tasks across accessible matters and review status or date changes with independent checks for each matter.
-
Tool 030
Outlook Filing Bridge
Inspect a selected email file and attachment manifest, then stage the original for a separately reviewed matter upload.
-
Tool 035
Document Classifier and Router
Choose explicit document categories and review the proposed assignments before updating records in the current matter.
-
Tool 039
Discovery Index Builder
Build a searchable document index with reviewed dates, people, categories and production notes, then export the complete CSV.
-
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 063
Contact Data Normalizer
Review a shortlist of contact spacing and phone punctuation cleanup candidates without automatically changing contact records.
-
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 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.