Legal Project Management, Reimagined

Empower your law firm with intelligent matter budgeting, project planning, and portfolio management — designed for the modern legal enterprise.

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The Platform

Everything your firm needs to manage matters intelligently

From first budget to matter closure, Planning Blox gives partners and matter teams complete visibility and control.

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Intelligent Matter Budgeting

Build accurate matter budgets with optional AI-assisted detailed estimates. Track actuals vs. budget in real time with automatic variance alerts.

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Client Reporting

Generate polished budget status reports for clients in one click. Build trust with transparency and keep clients informed at every milestone.

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Project Planning & Timelines

Map every phase, milestone, and task with interactive Gantt charts. Assign team members, set deadlines, and keep matters on track.

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Portfolio Management

Get a bird's-eye view of every active matter across your firm. Identify risk, balance workloads, and surface opportunities at a glance.

AI Features

Leverage your firm's AI investment

Planning Blox works with your choice of AI solutions for both agentic and generative AI capabilities

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AI Assisted Scoping

Use AI coupled with your own scoping questionnaires to generate detailed task plans and associated budget estimates.

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Rules-Governed Pricing

Build your own rules to govern pricing, leverage, and tasking. For example, budget based on scoped quantities and durations.

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Hey AI, What is the Unbilled Balance on this Matter?

Provide simple AI integrations to query for common requests.

Integrations

Works with your existing tools

Planning Blox connects seamlessly with the systems your firm already uses — no disruption, just enhanced capability.

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Time and Billing

Integrate with Elite 3E, Aderant, and other practice management systems to sync matter data and budgets automatically.

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Matter Management

Integrate matter attributes and status from practice-specific tools to contribute to the entire picture of each matter.

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Active Directory

User authentication and security permissions integrated with your existing approach.

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Perspectives & Updates

News & Insights

Perspectives & Updates

AI Features

Using AI to Generate Plans and Budgets

Planning Blox now allows lawyers, pricing teams and LPM teams to use their firm's existing AI investment to help create, monitor and execute the delivery of legal matters according to plan and budget.

Upcoming Events

See You at LVNx 2025

Planning Blox is proud to continue its sponsorship of LVNx 2025. Stop by the booth or attend the demo to learn about the latest AI features for project plans, budgets, and staffing models.

Product Insights

Does Your LPM Technology Go Beyond Matter Budgeting?

True Legal Project Management goes beyond budgeting. Planning Blox offers a full platform — project planning, task management, client reporting, and rich matter scoping — for lawyers, LPMs, and pricing teams.

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Legal Project Management, Reimagined

Everything your firm needs to manage matters intelligently

Intelligent Matter Budgeting

Client Reporting

Project Planning & Timelines

Portfolio Management

Leverage your firm's AI investment

AI Assisted Scoping

Rules-Governed Pricing

Hey AI, What is the Unbilled Balance on this Matter?

Works with your existing tools

Time and Billing

Matter Management

Active Directory

Ready to take control of every matter?

Perspectives & Updates

Perspectives & Updates

Using AI to Generate Plans and Budgets

See You at LVNx 2025

Does Your LPM Technology Go Beyond Matter Budgeting?

Perspectives & Updates