What makes Planfix different from generic task tools for discovery work?

Planfix is built to adapt to your discovery process instead of forcing a rigid template. You turn every obligation into a task with an owner, capture instructions once, and track progress with Planner boards, Project Totals, and reports. AI Dataminer and data tags help structure legal content so you can answer questions about scope, timing, and effort without digging through spreadsheets or email history. That makes it easier to show a consistent, repeatable discovery process to clients, courts, and regulators.

We are busy now. How can we roll out Planfix without disrupting cases?

Start with one active matter and a simple template for holds, collection, review, and production. Migrate only live tasks, connect your discovery inbox, and add Planner views so the team keeps working from familiar email and boards. Operations or admin staff can gradually add automation, reports, and AI agents while attorneys focus on case strategy, not configuration or system setup. You can pilot with a small team, refine templates, then extend usage to the rest of the practice.

How does Planfix help protect sensitive discovery data?

Roles, access levels, and detailed audit logs ensure each user sees only the matters and tasks they should. Activity records show who viewed, edited, or exported data and when. You can separate internal comments from client facing threads and restrict sensitive fields. Combined with secure hosting and configurable authentication policies, this lets you meet strict data protection requirements. Combine this with your own security policies, training, and retention rules to build a defensible posture.

Can Planfix work alongside our current review platform?

Planfix complements your existing review platform instead of replacing it. Use review tools to code and produce documents while Planfix manages obligations, team assignments, deadlines, and communication around that work. Integrations, webhooks, and email links keep tasks connected to review records, so you gain operational control over discovery without forcing everyone into a single monolithic suite. Your litigation support or operations leads can tune integrations over time without forcing disruptive tool changes.

Discovery Management Software for Legal Teams

PREDICTABLE DISCOVERY OPERATIONS

Keep Discovery Work Predictable and Defensible

Planfix turns every request, email, and document handoff into a tracked task. Planner boards, project timelines, Project Totals, and data tags give you one live view of discovery workload and risk across all matters.

Task processes in Planfix

Never Miss An Obligation

Turn every order and request into a task with an owner, deadline, and clear status history.

Shared Discovery Timeline

See court dates, holds, review phases, and productions on one Planner board and calendar for everyone.

Defensible Audit Trail

Use logs, Project Totals, and reports to show what was done, when, and by whom.

START WITH ONE MATTER

Start with One Matter and Grow

Begin with a single matter template covering holds, collection, review, and production. Connect your discovery inbox so email threads become tasks, then prioritize work on Planner boards with conditional lists by matter, stage, and priority.

Matter templates

Planner for Discovery Work

AI Dataminer for Court Orders

Planner for Discovery Work

Move a card between attorneys on a Planner board and watch assignee and priority update automatically.

Filter tasks by matter, stage, or client to see what must move today across your caseload.

Group by deadline so critical dates and checkpoints stand out long before they become emergencies.

Planner views

AI Dataminer for Court Orders

Let AI Dataminer read long court orders and extract dates, custodians, scope, and special handling rules.

Write extracted values straight into task fields so obligations are structured and report ready.

Trigger standard tasks and reminders from those fields so complex instructions become repeatable workflows.

AI agents in Planfix

Key Dates Are Scattered

Scheduling orders are skimmed, and deadlines sit in separate calendars, email threads, and personal notes.

Obligations Live in Memory

Critical obligations depend on individual recall, so slippage grows when trial pressure or volume spikes.

Status Is Unclear

You chase updates across chats and emails because no shared board shows who is doing what.

Review Feels Last Minute

Weekend work appears before every production because review phases and checkpoints are not clearly planned.

Data Is Hard to Defend

Spreadsheets and manual trackers cannot quickly show volumes, hours, and changes for each matter in detail.

CAPTURE OBLIGATIONS AND INSTRUCTIONS

Capture Obligations and Instructions Once

Every new order, request, or vendor email lands as a task. AI Dataminer extracts dates, scope, and counterparties into structured fields so you see real obligations instantly and can sort, filter, and report on them without manual reentry.

Create tasks from email

PLAN MILESTONES AND CHECKPOINTS

Plan Milestones and Checkpoints

Use project timelines, calendars, and Planner views to schedule court deadlines and internal checkpoints. Planned Work Time blocks reserve real calendar space so attorneys and staff have focused time for collection, review, quality control, and final production.

Calendars and schedules

RUN STRUCTURED REVIEW

Run Structured Review at Scale

Create task templates for first level review, quality control, and privilege checks. Whiteboards turn planning diagrams into real tasks and relations so ad hoc discussions, coding rules, and escalation paths are captured as clear, repeatable workflows.

Whiteboard and templates

TRACK PROGRESS AND RISK

Track Progress and Risk in Real Time

Project Totals and data tags roll up reviewed documents, hours, and overdue work for each matter and client. Reports and dashboards surface bottlenecks early so you can rebalance assignments, adjust timelines, and walk into hearings with clear metrics.

Reporting and analytics

ONE DISCOVERY WORKSPACE

Run Discovery from One Workspace

Discovery work stops being a swirl of inboxes and spreadsheets. Your team runs each matter from a repeatable workspace where obligations are visible, capacity is realistic, and review closes on time with a clear record of actions and decisions.

Workspaces in Planfix

Calm Before Court

You walk into court trusting your discovery process, not dreading questions about missed tasks or dates.

Confidence with Clients

You promise dates based on visible workloads, risk signals, and metrics, not gut feel or scattered notes.

Control During Review

Review teams work from clear instructions and escalations inside tasks instead of hunting through chat history.

Picture your discovery operations

Handle more matters

Run more active matters with the same team size, fewer late nights, and fewer emergency recoding sessions.

Walk in prepared

Arrive at hearings with timelines, logs, and metrics ready so you can explain your process in minutes.

Support partners and clients

Share clear updates instead of heroic catch up, so partners and clients see steady, reliable discovery delivery.

My Team Is Buried Now

Start with one live matter, migrate only active tasks, and grow templates as you prove value safely.

Attorneys Hate Complex Tools

Let people work from simple boards, task comments, and email to task while ops manage configuration.

Our Data Is Sensitive

Use granular roles, access levels, and audit logs so each person sees only the matters they should.

REPLACE FRAGILE TOOLS

Replace Fragile Trackers with Real Workflows

Move beyond spreadsheets, generic task tools, and overbuilt discovery suites used as project trackers. Planfix centralizes tasks, deadlines, review, and communication while letting you keep your preferred review platform for document-level work.

Build your solution

Spreadsheets and Email Chains

Replace fragile sheets with tasks, Planner boards, and reports your team can actually keep up to date.

Generic Task Trackers

Add legal grade structure with Project Totals, data tags, and AI agents tuned to discovery work.

Heavy Discovery Suites

Let review platforms handle documents while Planfix orchestrates tasks, communication, and production deadlines around them.

FAQ

E-discovery / Legal Ops (SMB) - Case Tasks, Deadlines, Review

Keep Discovery Work Predictable and Defensible

Never Miss An Obligation

Shared Discovery Timeline

Defensible Audit Trail

Start with One Matter and Grow

Planner for Discovery Work

AI Dataminer for Court Orders

Key Dates Are Scattered

Obligations Live in Memory

Status Is Unclear

Review Feels Last Minute

Data Is Hard to Defend

Capture Obligations and Instructions Once

Plan Milestones and Checkpoints

Run Structured Review at Scale

Track Progress and Risk in Real Time

Run Discovery from One Workspace

Calm Before Court

Confidence with Clients

Control During Review

Picture your discovery operations

Handle more matters

Walk in prepared

Support partners and clients

My Team Is Buried Now

Attorneys Hate Complex Tools

Our Data Is Sensitive

Replace Fragile Trackers with Real Workflows

Spreadsheets and Email Chains

Generic Task Trackers

Heavy Discovery Suites

Planfix Integrations for Discovery Operations

Run your next discovery matter in Planfix

What makes Planfix different from generic task tools for discovery work?

We are busy now. How can we roll out Planfix without disrupting cases?

How does Planfix help protect sensitive discovery data?

Can Planfix work alongside our current review platform?

Use all of Planfix's features for 14 days, completely free of charge