Platform Features | Planning Blox

Core Capabilities

Complete Pillars of Legal Project Management and Pricing

One integrated platform — covering every dimension of how modern law firms plan, price, execute, and report on matters.

💰

Matter Pricing, Budgeting & Monitoring

Price complex matters profitably with flexible rate structures. Track budgets in real time, set alerts before overruns happen, and run profitability analysis across billing methods and currencies.

Learn more →

📋

Project Planning & Task Management

Plan your matter's deliverables and tasks with optional Gantt charts and Kanban boards. Assign tasks, set deadlines, link documents, and keep every team member on track from intake to close.

Learn more →

📊

Client Reporting & Alerts

Deliver branded, client-ready reports on financials, budgets, and project status — in multiple formats. Automate scheduled delivery and proactive alerts so clients always know where things stand.

Learn more →

📁

Portfolio Management

Aggregate data across matters, clients, and practice areas in one view. Analyse historical trends, compare budgets vs. actuals, and manage entire client portfolios with pivot analysis and multi-currency support.

Learn more →

🤖

AI-Powered Features

Use your firm’s existing AI tools to generate intelligent matter scopes and budgets in minutes. Configurable questionnaires capture matter specifics; AI turns them into detailed, billable plans.

Learn more →

🔗

Integrations with Time/Billing Systems

Connect Planning Blox to your existing time and billing systems for seamless data flow. Actuals update automatically, eliminating manual re-entry and keeping budgets and reports always current.

AI-Powered

Generate Matter Budgets in Minutes, Not Hours

Planning Blox works with your firm’s existing AI tools — no vendor lock-in. Answer a short scoping questionnaire and AI generates a complete, billable matter plan ready for review and approval.

See How It Works →

Complete a configurable scoping questionnaire for the matter type

AI generates a detailed scope, task list, and budget using firm data

Review, refine, and integrate with your time and billing system

Monitor actuals vs. budget in real time throughout the matter

Everything You Need to Run Legal Like a Business

Complete Pillars of Legal Project Management and Pricing

Matter Pricing, Budgeting & Monitoring

Project Planning & Task Management

Client Reporting & Alerts

Portfolio Management

AI-Powered Features

Integrations with Time/Billing Systems

Generate Matter Budgets in Minutes, Not Hours

Ready to See Planning Blox in Action?