Working Virtually – Matter Planning, Task Management and Matter Financials

We’re here to help.  Planning Blox was designed for geographically dispersed legal teams to have the matter information they need at hand.  Matter task planning, resource management, team status reporting, matter financials, matter budgets.  It’s all part of Planning Blox and can be installed, remotely, in a matter of a week or two.  

We know you’re going to work collaboratively with your internal and client teams, even when working remote.  Sometimes you’ll be at it alone, whether late at night or in another time zone.  It’s ideal to have one intuitive software solution everyone can contribute to or monitor, regardless of hour or location.  

Task Management.  Our matter planning functionality includes high level or very detailed task planning and task management.  How you use Planning Blox is up to you, but if you need details we have them.  Tasks can be assigned to one or more people, and resources can pick up those tasks via email alerts or onscreen to-do’s.  Tasks can be updated with status, notes, and document management links for work product deliverables.  

Up-to-date Matter Financials.  Now more than ever you will need to stay on top of matter billing information. Clients need to know where things stand.  We have that information at your fingertips, since we integrate tightly with your billing system to provide near real-time fees, disbursements, accounts receivable, and budget-to-actual data.  You can view at a high level or down to the timecard level.  All at your fingertips, whether on-screen or via automated scheduled emails.

Client-ready Reports.  Self-service or scheduled reports, highly formatted and branded to your firm’s needs, in PDF, Excel and other formats.  These are all out-of-the-box and ready to go, with content that can be chosen around your specific needs.  

My Matters.  One consolidated view of your matters, tasks, financials and alerts.  Our dashboards can be tailored to your specific needs in minutes.  

Contact us or give us a call for a quick demo and pricing.  Our customers range in size form 60 lawyers to 3,000+.  We are highly experienced in delivering and integrating around your firm’s technologies and goals.