Scope, Plan and Budget using Your Firm's Existing AI Tools
Step 1: Scope. Using repeatable questionnaires or open-ended scoping and assumptions, provide the detailed scope specific to the matter. Planning Blox provides the ability to create scoping forms for different types of matters, allowing repeatable processes and pricing/staffing guidelines.
Step 2: AI Interaction. Planning Blox sends the scoping information to your firm's choice of AI tools. Planning Blox provides to AI the matter staffing guidelines, any phase/task codes, and instructions for response. Iterate and interact with AI to hone in on complete scope and plan. The AI interaction can be open-ended or very rules-based, depending on your firm's approach and processes.
Step 3: AI and Planning Blox Integration. Planning Blox captures AI interaction and automatically creates project plan tasks, assumptions, precedents, and detailed task notes. This information can be presented to clients as scope, project plans, Gantt charts, and key deliverables.
Step 4. Create Budget/Pricing Models Based on Scope and Plan. At the touch of a button, roll the project plan into a budget using your choice of budget structure (task-based, resource-based, etc.). Planning Blox has always allowed for budgets to be generated from project plans or free-form.
Step 5. Manage to Plan and Budget. The matter has just begun. Planning Blox goes far beyond just the initial budget. Distribute the tasks to the matter team, track completion, track budget-to-actual, and track to scope.
