AI Matter Planning & Budgeting

Generate complete matter project plans and budgets using generative AI — with Planning Blox MCP providing the firm context, required JSON schema, phase structure, and timekeeper data your AI needs to get it right.

From Description to Full Matter Plan — in Seconds

Planning Blox MCP gives your AI assistant the context it needs to generate a real, usable matter plan. Unlike generic AI outputs, plans generated through Planning Blox MCP are structured to your firm’s phase and task library, formatted to the required schema, and ready to load directly into Planning Blox.

Questionnaire-Driven Planning

Start with a Planning Blox intake questionnaire. AI uses your answers to scope the matter, assign phases, estimate hours, and produce a structured task plan and budget — grounded in your firm’s data.

Freeform AI Generation and Refinement

Continue the AI conversation in natural language and let AI generate a full project plan and budget. The MCP provides the schema, phase structure, and timekeeper roster — the AI fills in the work.

Ready to Plan Smarter?

See how AI-powered matter planning works with your firm’s data inside Planning Blox.

See AI Matter Planning in Action

Freeform AI Generation
Describe a matter in natural language and AI produces a full project plan and budget — structured to your firm's phase library and schema.

Questionnaire-Driven Scoping
Start with a Planning Blox intake questionnaire and let AI scope the matter, assign phases, and estimate hours based on your answers.

Ready to Load Instantly
AI output is formatted to the exact JSON schema Planning Blox expects — no reformatting, no re-entry, ready for client delivery or internal review.