Tool directory
Guided planner
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 012
Task Kits
Save reusable task kits with detailed creation settings, choose scheduling options and review each task before applying it.
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Tool 016
Dependent Deadline Builder
Build tasks and calendar events from explicit date offsets, with time zone checks and a review of dependencies.
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Tool 017
Calendar Conflict Checker
Check accessible Clio calendars for availability and review a proposed booking against the calendars you selected.
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Tool 018
Smart Time Blocking
Schedule current matter tasks around selected calendars, work hours, durations and buffers, then recheck conflicts before booking.
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Tool 019
Workload Balancer
Compare accessible staff task counts, overdue work and priority coverage without treating those counts as complete capacity estimates.
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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.
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Tool 024
Opposing Counsel Reply Draft
Prepare a reply from your own source-backed points after confirming the filed message, recipient and role.
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Tool 027
Communication Templates
Customize communication templates, complete their required fields and review a local draft before copying it elsewhere.
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Tool 031
Folder Template Builder
Build and save nested folder trees, choose a verified destination and review folder metadata and dependent creation steps.
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Tool 034
Smart File Naming
Build document filenames with labels, numbering, formatting, replacement rules and available Clio metadata, using live examples before review.
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Tool 038
Document Digest
Organize excerpts and source locations into a digest you write and review, with text and evidence ledger exports.
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Tool 040
Matter Binder Export
Arrange selected matter documents into a reviewed binder manifest with sections, captions and version references for CSV export.
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Tool 053
Draft Bill Launcher
Review selected unbilled work, project discounts and taxes, and export a draft billing package without creating a bill.
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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 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 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 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 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.
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Tool 073
Stage Playbooks
Prepare reusable stage plans, assign active task owners and manual dates, then review exact task creation before applying the plan.
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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 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 083
Living Matter Summary
Generate or edit source-linked summary sections, review provider drafts, and preserve approved local revisions with a citation ledger.