Tool directory
Record explorer
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 001
Matter Snapshot
See the current matter’s key details, open tasks and recent activity together before deciding what needs attention.
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Tool 003
Universal Matter Switcher
Find and verify a different matter, then switch the workspace to its records and tools.
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Tool 004
Recent and Favorite Matters
Return to recently opened and frequently accessed matters from a focused list of familiar work.
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Tool 005
Stale Matter Warning
Check recorded matter activity against your chosen inactivity period and review the evidence behind a warning.
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Tool 008
Related-Party Map
Review accessible matter parties and their relationship labels in a clear list of connected people and organizations.
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Tool 009
Matter Activity Timeline
Follow recorded matter activity chronologically and inspect the underlying records for the events that matter.
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Tool 020
Daily Agenda
Bring the current matter’s loaded tasks and calendar entries into one agenda for reviewing the day’s work.
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Tool 021
Unified Communication Timeline
Read filed calls and emails in one matter timeline, with named participants and directly linked time entry counts.
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Tool 025
Follow-Up Detector
Review filed email request cues, possible replies and existing follow-up tasks before creating a task you assign to yourself.
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Tool 026
Client Silence Alert
Check the recorded gap since client communication and inspect coverage before deciding whether follow-up is needed.
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Tool 046
Missing Time Detector
Inspect current matter records for direct time entry associations and identify activity that needs a manual billing check.
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Tool 049
Matter Realization Snapshot
Compare recorded billable time and issued invoice amounts by currency, with visible exclusions and coverage limits.
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Tool 050
Work-in-Progress Dashboard
Review current matter time and expenses not yet on bills, filter by user or age and inspect source records.
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Tool 054
Invoice Snapshot
Review current matter invoices with their recorded status, dates, balances and currency in one focused snapshot.
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Tool 055
Outstanding Balance Banner
Inspect issued invoice balances and aging against session thresholds, keeping amounts separated by currency for the current matter.
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Tool 056
Collections Queue
Prioritize current matter unpaid invoices, add session notes and payment promises, then export the queue for review.
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Tool 057
Payment Reconciliation Inspector
Trace explicit payment, allocation and bank transaction links for a selected invoice without inferring settlement or repairing records.
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Tool 065
Conflict Quick Scan
Search accessible contacts and matters for candidate matches to review, with visible coverage limits and no conflict clearance claim.
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Tool 066
Adverse-Party Network View
Explore directly recorded contact connections through matter clients and relationships without inferring adversity or extending into recursive networks.
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Tool 067
Grow Lead Inbox Widget
Import a Grow review packet, triage leads locally, and export assignments with clear evidence and coverage limits.
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Tool 074
Stalled Matter Radar
Review recorded activity aging and overdue tasks for the current matter, with uncertainty visible where dates or coverage are incomplete.
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Tool 079
Webhook Health Manager
Inspect accessible webhook registrations, recorded statuses, events and expiry details without changing subscriptions or claiming delivery health.
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Tool 080
Audit and Failure Center
Review encrypted run history, per-record outcomes and approved payloads, then compare uncertain results without automatically retrying them.
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Tool 081
Ask This Matter
Ask questions using reviewed document excerpts sent to your chosen AI provider, then inspect source citations before using answers.