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AI Features
September 9, 2025

Using AI to Generate Plans and Budgets

Planning Blox has always been unique in its ability to create project plans AND budgets for legal matters, and to optionally link the two. Now, Planning Blox allows lawyers, pricing teams and LPM teams to use their firm’s existing AI investment to help create, monitor and execute the delivery of the legal matter according to plan/budget.

How It Works

Simply stated, we facilitate the use of generative AI to create an initial project plan, with underlying assumptions, and staffing. With the touch of a button, that project plan is transformed into a budget using whatever budget structure is appropriate (free-form, task code based, etc.). We can assist this process by using scoping questionnaires (using our configurable forms) to help the AI prompting be more specific for the given type of matter.

The flow looks like this:

Because Planning Blox already allows for detailed project plans, configurable scope/assumption forms,  resource assignments/re-assignments, and the creation of budgets from a project plan, we can incorporate AI-generated content as a natural yet simple evolution of our product.

We can’t wait to show you how practical yet powerful Planning Blox can be.  Contact us today to see for yourself.

See it in Action

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