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CasePlanner is a budgeting and legal project management tool, powered by Planning Blox.

CasePlanner is integrated with our existing billing platform, Elite, enabling it to efficiently track costs within your projects. It also allows you to create clear and efficient project plans, with features such as dashboard overviews and quick access to fees, hours, Gantt charts and task-lists.

CasePlanner is your one-stop-shop to keeping your projects within budget and on time.

Key features


Secure cloud based solutions


Costs and budget tracking



Tasks and 'to do' list functionality


Central management


  • bespoke “board pack” ready reports to meet your needs
  • real-time tracking of spend against budget
  • creation of clear project plans
  • efficiency: reduced time spent on progress meetings
  • secure cloud-based solution
  • free to use platform

Costs and budget tracking

CasePlanner provides real-time tracking of spend against budget. Additionally, by making use of pre-set templates and historic budget estimates, budget forecasting can be improved, leading to more accurate budgets.

The direct feed from our time recording system means there’s an overview of spend for your project readily available. If you need us to update you on costs incurred against your budget at any point in time, we will have that information for you at our fingertips.

Data visualization and reporting

Data visualization is the graphical representation of data and information. By using visual elements like charts, graphs and maps, data visualization tools provide an accessible way to see and understand trends, outliers and patterns in data.

We understand the importance of data visualization and reporting, and as such CasePlanner produces a range of standard reports based on real-time data, in a clear and easy to digest format.

Financial reports, project overviews and Gantt charts can be generated instantaneously from the platform, providing you with visibility of your legal spend, project plan and timelines. Content and format can be easily tailored to your specific requirements.