Instant Answers, Right Where You Work

Ask Planning Blox anything about your matters, fees, and tasks — and get accurate, real-time answers inside Claude, ChatGPT, or any MCP-enabled AI tool. No dashboards to open. No reports to run.

AI Features Quick Queries Matter Planning Component-based Pricing Platform Overview

Your Firm's Data, One Conversation Away

The Planning Blox MCP agent connects your AI assistant directly to your matter data. Legal project managers and partners can ask natural-language questions and receive answers grounded in real Planning Blox data — no training, no complex queries, no switching applications.

“What are my unbilled fees on this matter?”

The MCP agent pulls live WIP data from Planning Blox and returns a clear summary — by timekeeper, by phase, or in total. No report needed.

“What tasks are overdue on this matter?”

Get an instant list of overdue tasks with assigned owners and original due dates — so you can follow up or re-plan in seconds.

“How does this matter compare to budget?”

The agent compares actual fees and hours to the approved matter budget and surfaces variance by phase — helping you spot overruns before they become problems.

Your Firm's Data, One Conversation Away

The Planning Blox MCP agent connects your AI assistant directly to your matter data. Timekeepers and partners can ask natural-language questions and get answers grounded in real Planning Blox data — no training required, no switching applications.

See It in Action

Request a demo to see how Planning Blox MCP agents work inside your preferred AI tool.

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See Quick Queries in Action

Live Matter Data

Ask about fees, WIP, and tasks on any matter — get accurate answers from live Planning Blox data, no dashboard needed

Works in Your AI Tool

Use Claude, ChatGPT, or any MCP-enabled AI assistant — the Planning Blox MCP connects your data to the tools your team already uses

Budget Variance on Demand

Compare actuals to budget by phase in seconds — spot overruns before they escalate without running a single report