Tool directory
Compare & review
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 006
Missing Data Inspector
Inspect missing matter details and contact information so you can identify records that need manual attention.
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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 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 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 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 045
Billing Narrative Enhancer
Expand your chosen shorthand and edit unbilled billing narratives, with review and safeguards against changing billed records.
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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 051
Bill Readiness Checker
Review current matter billing preparation checks and identify information that needs attention before proceeding with a bill.
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Tool 052
Prebill Anomaly Detector
Inspect rule-based anomalies in unbilled entries and review supported narrative corrections without relying on generated billing facts.
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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 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 068
Intake Completeness Checker
Check imported intake evidence against required fields, forms and appointments while distinguishing missing information from unknown coverage.
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Tool 069
Lead Routing and Scoring
Score imported leads using saved firm rules, explain routing decisions, and record reviewed overrides before exporting the queue.
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Tool 086
Contradiction Detector
Compare approved excerpts through your chosen AI provider and review potential contradictions with exact source quotations before accepting findings.
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Tool 087
Source-Pinned AI Output
Generate or write source-linked assertions, verify each against selected excerpts, and export only statements you have explicitly approved.
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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 092
Filing Packet Checklist
Build a filing packet review checklist with owners, evidence, dates and status notes, then export your recorded assessments.