Platform Features

Matter Pricing, Budgeting & Monitoring

Price matters profitably from the outset, track every pound spent in real time, and run detailed profitability analysis — across billing methods, matter types, and currencies.

Pricing & Monitoring

Price Profitably and Track Every Budget in Real Time

Planning Blox gives you complete flexibility in how you price matters — with real-time visibility into budget performance at every stage. From initial pricing to final profitability analysis, everything is connected to your billing system.

📸 Screenshot placeholder Pricing model & budget tracker

Virtually unlimited pricing flexibility for modeling fee arrangements of any type

Model rates, fees, disbursements, and estimates using top-down, bottom-up, or any discount/fixed/variable calculations

Generate unlimited budget versions for scenario comparison and reporting

Track actuals to budget automatically as time is recorded — alerts fire before overruns happen

Analyze predicted and actual profitability at granular and high levels throughout the matter lifecycle

Produce client-ready reports and emails on a scheduled or on-demand basis, aligned with your clients' requirements

See Planning Blox in Action

Pricing & Fee Modelling

Top-down and bottom-up fee arrangements with real-time profitability analysis. Fully integrated with your timekeepers, rates and exceptions.

Budget Tracker

Actuals vs budget updated automatically as time is recorded — alerts fire before overruns.

Configuration & Templates

Scoping forms and budget templates tailored to your firm's methods.

📸 Screenshot placeholder Real-time budget tracker

Configuration

Fully Configurable to Your Firm's Methods

Every firm works differently. Planning Blox adapts to your processes — from templated matter types and approval workflows to multi-currency support and automated client notifications.

Use templates to model or auto-create budgets and plans based on matter type

Design custom scoping forms and budget questionnaires based on matter attributes

Enable notifications around any guidelines or metrics

Full support for multi-currency based on your firm's rules for cross-currency valuation

Ready to Price and Track Matters Profitably?

See how Planning Blox gives you complete control over matter pricing, budget monitoring, and profitability — all connected to your existing billing system.

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