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Custom Scoping and Matter Attributes Forms

Powerful, Configurable Scoping and Matter Attribute Forms

  • Design scoping questionnaires based around your firm's processes for any number of matter types or scenarios
  • Instantly design and use client-specific matter scoping or attribute forms to collect data unique to the client
  • Add or remove forms from matters based on automated rules or via drag and drop
  • Output collected data to Word, Excel or PDF
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Easy yet Powerful Forms Designer

  • Design forms yourself in minutes or let our team optimize the design around your needs
  • Forms can be a mixture of input fields or display of existing Planning Blox data
  • User access rules dictate whether forms are read-only or editable, with full audit history of any changes

Use Cases

  • Input matter-specific attributes such as a client's internal product line for subsequent cross-matter analysis
  • Track matter-specific information such as court/case information not contained elsewhere, or bring in data from external systems for display
  • Build instant workflow for progressing matter plans, scope, budgets, and outside counsel guidelines