Everything You Need to Run Legal Like a Business
Planning Blox is the only end-to-end LPM platform purpose-built for law firms — from AI-powered matter budgets and project planning to client reporting and portfolio management.
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.
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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.
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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.
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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.
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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.
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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.
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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.
- 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
Ready to See Planning Blox in Action?
Join leading law firms using Planning Blox to price matters profitably, deliver projects on time, and build stronger client relationships.
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