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AI Meets Planning Blox

Now Use AI to Generate and Manage Matter Budgets, Plan, and Scope

AI Overview
Explore Planning Blox

News and Insights

Using AI to Generate Plans and Budgets

Planning Blox has always been unique in its ability to create project plans AND budgets for legal matters, and to ...

See You at LVNx

We’re proud to continue our sponsorship of LVNx 2025. Stop by our booth or attend our demo for free Starbucks ...
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Key Features

  • Matter Pricing, Budgeting and Monitoring
  • Zero-Configuration Client Reporting
  • Intuitive, Self-Service Matter and Portfolio Alerts
  • Portfolio Management and Analysis
  • Project Planning and Task Management
  • Complete Financial and PM Dashboards
  • Client and Matter Type-Specific Scoping
  • Totally Configurable Branded Output
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Cloud or On-Premise

Designed from Day One for ion-premise or via Cloud via Microsoft Azure.
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Secure

ISO 27001 Certified and GDPR Compliant.
Visit our Trust Center to learn more.
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Integrated

Integrates quickly with all leading law firm practice management systems.
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Easy Acceess

Use any browser on any device. Planning Blox is intuitive and easy to use.

Fully Integrated, Quick Implementation

  • 2 - 3 Week Implementation
  • Integrates with Billing, Practice Management, Other Sources
  • Expert Integration Teams with Combined 50+ Years of Law Firm Billing Data Knowledge