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