Platform Features

Client Reporting & Alerts

Deliver branded, client-ready reports on financials, budgets, and project status. Automate scheduled delivery and event-based alerts so clients always know exactly where things stand.

Client-Ready Reporting

Branded Reports That Reflect Your Firm

Every report carries your firm's branding, color scheme, and fonts. Output to Excel, PDF, or Word, or share on-screen dashboards with drill-down capability. Clients get the transparency they expect, presented exactly how you want.

Apply your firm's branding, colours, and fonts to every internal and client-facing report

Work-product ready, professional reports your lawyer and clients will love

Configurable layouts ensure clients always receive the level of detail your firm decides to share

Automation

Automated Delivery and Proactive Client Alerts

Set it once and Planning Blox handles the rest. Schedule recurring reports, trigger alerts on key events, and ensure every new matter is automatically included as client engagements grow.

Schedule recurring reports — weekly, monthly, or at any cadence your clients prefer, coupled with email summaries for at-a-glance review

Trigger event-based alerts when budgets hit thresholds or key milestones are reached

Auto-include new matters in client report groups as engagements grow over time

Send reports directly by email or give clients access to live dashboard views

See Client Reporting in Action

Branded Report Output

Deliver polished, firm-branded reports in Word, Excel, or PDF — every client receives exactly the right level of detail

Financial & Project Data Combined

Show fees, budget vs. actuals, Gantt progress, and task status together in one unified client report

Automated Delivery & Alerts

Set schedules once and let Planning Blox handle recurring report delivery and proactive budget threshold alerts

Give Your Clients the Transparency They Expect

See how Planning Blox makes branded, automated client reporting effortless — from budget updates to project status, delivered on your schedule.