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 084
Client-Facing Status Report
Generate a client report from explicitly approved excerpts, review citations and disclosure, then edit and export the final draft.
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Tool 085
Facts–Issues–Evidence Matrix
Connect facts and issues to reviewed document references, record witnesses and uncertainty, and export your evidence matrix.
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Tool 089
Firm Prompt Profiles
Save firm instruction profiles, review assembled guidance, and activate a profile for subsequent AI request previews in this session.
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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.
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Tool 091
Court Notice Handler
Find literal dates in pasted court notice text, verify the matter document, and approve individually named tasks before creation.
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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.
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Tool 096
Settlement Demand Workspace
Write a demand outline using reviewed source references, treatment notes, economic amounts and exhibits, then export text and provenance.
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Tool 097
Estate Planning Checklist
Organize estate planning review items with evidence, owners, dates and status notes, then export your checklist assessments.