Planning Blox

Planning Blox is positioned to support the financial management and legal project management needs of law firm pricing teams and legal operations functions, including in large and complex firm environments.

Key Features and Functions:

Matter Budgeting and Financial Management
Tools for developing, monitoring, and managing matter budgets and portfolio-level financials. The platform integrates with time and billing systems to enable reporting based on current firm data.

Matter Scoping and Project Planning
Functionality to define scope, develop structured matter plans, and organize work into phases and tasks. Supports varying levels of project management formality depending on matter needs.

Task and Resource Management
Capabilities to assign, track, and manage tasks and resources within a matter. Designed to support coordination among lawyers, pricing professionals, and legal operations teams.

Client-Ready Reporting and Alerts
Firm-branded reports and scheduled email alerts for communicating budget status, financial performance, and matter progress. Dashboards provide lawyers with financial information to facilitate client discussions, including for matters without formal budgets.

AI-Enabled Plan and Budget Development
Integration with firm AI systems to assist in generating project plans and budgets from generative AI inputs. Supports the creation of plans and budgets based on predefined pricing structures, such as standardized work packages.

Agentic AI for Matter Data Requests
AI-enabled tools that allow users to request and retrieve matter financials, budget status, and task information through structured prompts or conversational inputs.

Systems Integration
Integration with firm timekeeping, billing, and matter management data sources to support data synchronization and reporting accuracy.