Legal Project Management and Matter Pricing - Accurate and Easy with Planning Blox

Scope and Price Matters and Portfolios

Manage - Your Way


  • State the assumptions and scope and let Planning Blox do the rest.
  • Answer basic scoping questions such as "How many (depositions/filings/documents/etc.) will there be?"  Planning Blox explodes the answers into task blocks and budgets.
  • Or start with a high level estimate and add details if and when you want.
  • Re-use any portion(s) of prior matters by simply dragging a block.
  • Analyze historic costs for better accuracy.


  • Budget any fee arrangement or any combination of fee arrangements, using ebilling codes, blocks or resources.
  • Analyze predicted profitability and related profitability factors.
  • Time to budget for the next year?  No problem, just use a time based version of your existing plan or matter budget.


  • Distribute to-do's to team; empower them to feedback completion, time entry, and documents to plan.
  • Use easy project management features including alerts of possible scope change.
  • Distribute PM duties and task to-do's to other timekeepers or project managers.
  • Tie to billing, docket, PTO for updates to both plan and budget.
  • Use easy dashboards to manage your book of work in one place.


Client Collaboration

  • Communicate initial budget, scope and underlying plan details to client via reports or online.  They asked for price predictability and scope; you are now able to deliver with confidence.
  • Communicate matter status throughout, including status of plan, budget and potential scope changes.
  • Make billing a mere formality by keeping client apprised of budget to actual whenever desired.


Copyright 2019, Planning Blox, LLC

Legal Project Management and Matter Budgeting Software for Law Firms and Law Departments