Planning Blox
Planning Blox is a legal project management platform that empowers law firms to manage matters intelligently through features like intelligent matter budgeting, project planning, and portfolio management. It integrates seamlessly with existing practice management systems, offering real-time visibility and control over matter budgets, client reporting, project timelines, and task management. The platform leverages AI capabilities to assist in scoping, pricing, and querying matter data, enhancing efficiency and profitability. Founded in 2013 and headquartered in Houston, Texas, Planning Blox serves law firms of various sizes, providing tools that adapt to diverse workflows and integrate with existing tools.
Features
- Intelligent matter budgeting with real-time tracking and variance alerts
- Client reporting with polished, firm-branded reports and scheduled email alerts
- Project planning with interactive Gantt charts and task management
- Portfolio management for overseeing multiple matters and balancing workloads
- AI-assisted scoping and pricing for accurate estimates and governed pricing rules
- Integration with time and billing systems for seamless data synchronization
- Matter management integration for comprehensive matter data
- Active Directory integration for user authentication and security permissions
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