Tool directory
Quick action
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 002
Configurable Matter Badges
Highlight selected matter fields and conditions with configurable badges that make important context easier to notice.
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Tool 007
Custom Field Quick Editor
Review and edit supported custom fields for the current matter through a compact, guided workflow.
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Tool 010
Quick Copy and Deep Links
Copy useful matter details and open direct record links without searching through the surrounding Clio screens.
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Tool 014
Due-Date Nudge
Move existing task due dates by a day, week or next weekday, then review the exact changes.
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Tool 022
Quick Call Log
Record a call with participants and notes, then optionally create a linked time entry and reviewed follow-up task.
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Tool 032
Web Research Capture
Turn pasted webpage text into reviewed Markdown with source details, then export it or prepare a gated upload.
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Tool 033
Download-to-Matter
Match a recent download’s metadata to a file you choose, then review its handoff to the matter upload workflow.
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Tool 041
Matter Timer
Review starting or stopping a Clio timer on an existing time entry you own in the current matter.
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Tool 042
Multi-Matter Timer Switcher
Review stopping your active timer on another matter before starting an existing entry in the verified workbench matter.
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Tool 043
Task-to-Time Entry
Create a reviewed time entry from task work, with optional task completion after the time entry is confirmed.
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Tool 061
Contact Quick Create
Create a person or company with work contact details, then review a dependent relationship to the current matter.