Platform Features

Project Planning & Task Management

From high-level matter plans to granular task lists — Planning Blox gives every fee earner the visibility they need to deliver on time and on budget.

Planning with Blocks

Flexible Planning That Fits How Your Team Works

Plan matters with reusable ‘blocks’ — flexible building units that can represent phases, tasks, or milestones. Work top-down or bottom-up, and reuse blocks across similar matters to save time.

Flexible top-down or bottom-up planning to match how your team works

Innovative 'block' concept allows easy planning and reuse across matters

Pull blocks from scoping checklists or prior matters to save time

Flow the effort-based plan into a detailed budget, kept purposely separate from the project plan itself

Project Management

Real-Time Progress Tracking for Every Matter

Move seamlessly between high-level Gantt views and detailed task breakdowns. Track percentage completion, assign project roles, and generate client-facing status reports in one click.

Create detailed or high-level plans from scratch or from templates

Track percent complete from within the project or on cross-project dashboard widgets

Use innovative 'project roles' for task assignments and subsequent staffing

Produce elegant client-facing status reports and Gantt charts

Task Management

Task Views That Keep Every Fee Earner on Track

From individual task dashboards to cross-matter Kanban boards, every fee earner has a clear view of what’s due, what’s overdue, and what’s coming next — across every matter they’re working on.

View assigned tasks on the dashboard and provide completion notes and feedback

Use Kanban to create and manage tasks even without a formal project plan

Associate documents, precedents, and related links directly to tasks

Project managers can view upcoming and overdue tasks across all matters in one dashboard

See How Planning Blox Keeps Matters on Track

From first block to final task — see how Planning Blox gives your team the structure and visibility to deliver every matter on time.

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See Planning Blox in Action

Visual Block Planning

Build matter plans with reusable blocks — top-down, bottom-up, or from scoping checklists

Gantt & Progress Tracking

Track percent complete across all matters with elegant Gantt charts and client-ready status reports

Kanban Task Management

Every fee earner sees their tasks across all matters — upcoming, due, and overdue in one clear view

Task Management

Task Views That Keep Every Fee Earner on Track

From individual task dashboards to cross-matter Kanban boards, every fee earner has a clear view of what is due, what is overdue, and what is coming next across every matter they are working on.

📸 Screenshot placeholder Cross-matter task & Kanban view

See How Planning Blox Keeps Matters on Track

From first block to final task, see how Planning Blox gives your team the structure and visibility to deliver every matter on time.

Request a Demo ← Back to Platform Overview