Portfolio Management

Bring any number of matters together into a single portfolio view. Analyse trends, monitor risk, and manage client arrangements — with aggregated data, pivot analysis, and multi-currency support.

Powerful Portfolios

Group Any Number of Matters Into One View

Build portfolios for any purpose — client management, practice area analysis, or internal tracking. Aggregate data across matters down to individual timecard level, with multi-currency consolidation based on your firm's rules.

  • Create portfolios by client, practice area, industry, partner, or any combination of matter attributes.
  • Aggregate fee, disbursement, and budget data from any number of matters in a single view.
  • Multi-currency consolidation using firm-configured exchange rate rules.
  • Use pivot analysis to break down costs by phase, task type, seniority, and more.

Client Portfolios

Manage Client Portfolios Against Agreed Arrangements

For clients with portfolio-style fee arrangements, Planning Blox lets you monitor performance at both the portfolio and individual matter level — with risk highlighting on any matter approaching agreed thresholds.

  • Monitor portfolio and matter-level performance against agreed client fee arrangements.
  • Risk-highlight any matter approaching agreed thresholds before problems escalate.
  • Compare portfolio performance against budget at the arrangement level and individual matter level simultaneously.
  • Generate client-ready portfolio reports showing arrangement performance and matter progress in one document.

See Portfolio Management in Action

Aggregated Portfolio Dashboard

See fees, budgets, and project status across any number of matters in a single aggregated view with multi-currency support.

Client Arrangement Monitoring

Track performance against agreed client arrangements at the portfolio and individual matter level — with risk highlighting before thresholds are breached.

Pivot Analysis & Benchmarking

Group historical matters, pivot by phase or seniority, and use real data to build smarter budgets for future comparable work.

See the Full Picture Across Every Matter

See how Planning Blox portfolio management gives you the aggregated insight to manage client relationships, improve profitability, and make smarter decisions at scale.