Client Reporting – Planning Blox

Client Ready Reporting

Perfect reports with beautiful and accurate content
Your firm's branding, colors, fonts, and styles allow for work-product quality reports out of the box
Excel, PDF and Word output options, all beautifully formatted
On-screen dashboards with drill-downs to the timecard level for ad hoc analysis
Create and save pivot reports for virtually any reporting need

Relevant and Actionable Content

When your client calls, have all the information you need both on-screen and ready to send
Full matter financial reporting, regardless of whether a budget or plan are in effect
Budget and Budget-to-Actual reporting with hundreds of combinations for output
Project Plan reporting, Gantt Charts, and overall Project Status reporting

Automate Based on Your Client's Needs

Schedule reports and notifications for one or all of your matters
Easily set up notifications for virtually any matter event such as phase completion, Accounts Receivable aging, budget phase percentage, etc.
Receive intuitive and mobile-friendly alerts, with optional reports attached for detailed review
Automatically include new matters in reports and notifications based on client and personal preferences