How is Planfix different from generic ticket systems for legal work?

Planfix combines helpdesk style intake with tools designed for rich legal work. Email to ticket and Planner boards give you the speed of a ticket system, but matters also carry structured fields, templates, data tags, and Project Totals. You can model different matter types with objects and status sets, attach documents with versioning, and give each client a dashboard. Instead of simply closing tickets, you manage a living portfolio of matters with history and profitability in one place.

Do my clients have to use a new portal?

Not at all. Clients can keep emailing the same addresses as before. Planfix reads and sends mail on your behalf, turning each message into a task with an owner and due date. The Client Dashboard is available for those who want self service, so they can review matters, documents, and history in one place. You can introduce dashboards gradually, client by client, without forcing anyone to change channels overnight.

How secure is client data in Planfix?

Planfix is built for sensitive business data. You define granular roles and field level permissions so each user sees only what they need. Full audit logs track changes, access, and downloads. You can enable single sign on, two factor authentication, and IP based restrictions for tighter control. External users are limited to specific dashboards or restricted interfaces, so clients and partners never see internal only information.

How fast can we get started with Planfix for our outsourced legal team?

You can begin in a few working sessions, not a long implementation project. Most teams start by connecting one shared inbox, setting up a simple Planner board for intake, and defining basic fields for client, matter, and deadlines. New matters begin in Planfix while older ones gradually move over. As intake stabilizes, you add templates, directories, and client dashboards. Because configuration is no code, you can iterate quickly as your team learns what works best.

SMB Client Legal Work Management Software

Capture Every Request

Use email to ticket and channel to task so every client question lands in a structured, owned task.

Draft From Shared Templates

Store clauses, precedents, and matter data in one place so first drafts are fast, accurate, and consistent.

Give Clients A Live Portal

Offer each client a dashboard with matters, documents, and messages so they see progress without chasing updates.

What You Gain With Planfix

No Lost Requests

Every request is logged, assigned, and tracked so nothing falls through inbox cracks or private chat threads.

Faster, Safer Drafting

Templates, clauses, and directories ensure consistent language and correct data, cutting drafting time while reducing legal risk.

Transparent Client Experience

Clients see live status, documents, and history in their dashboard, so trust grows and escalation emails decrease.

Profitable Legal Portfolio

Data tags and Project Totals highlight profitable services and clients, helping you refine pricing, staffing, and scope.

Escalations And Hidden Work

Clients escalate to partners because they cannot see progress and your team tracks matters in private inboxes.

Version And History Anxiety

You worry about wrong versions, missing requests, and tense meetings when clients ask for a complete history.

Scattered Files And Templates

Evenings disappear while people search drives for clauses, templates, and signed contracts instead of serving clients.

Requests Without Clear Ownership

Important matters sit in personal email folders instead of one shared system with owners, due dates, and status.

How Planfix Supports Your Legal Operation End To End

Planfix connects intake, drafting, review, client communication, and billing in one system. From first email through signed contract and billing review, every step runs on structured matters, templates, and automation instead of scattered tools.

Build your legal solution

Centralize Intake And Triage

Clarify Scope And Draft Faster

Control Review And Client Collaboration

Track Time, Cost, And Outcomes

Centralize Intake And Triage

Connect shared inboxes and channels so email to ticket and channel to task capture every request automatically.

Use Planner conditional lists to route matters by client, matter type, risk level, or responsible lawyer.

See one shared queue with owners and due dates instead of hidden requests in scattered mailboxes.

Intake from email

Clarify Scope And Draft Faster

Capture jurisdiction, parties, deadlines, and risk level in structured fields on each matter.

Use checklists and comments to ask for missing inputs so work starts complete, not half defined.

Link document templates to directories with parties, products, and clauses so first drafts assemble in minutes.

Directories and templates

Control Review And Client Collaboration

Reviewers see tasks, deadlines, files, and conversations in one place instead of across threads and drives.

Summarizer agent keeps a brief of decisions and next steps so anyone can pick up the matter quickly.

Clients use their dashboard to share documents, comment on drafts, and follow status without chasing updates.

Comments and visibility

Track Time, Cost, And Outcomes

Time and finance data tags capture hours, fees, and expenses directly on tasks and matters.

Project Totals roll up profitability by client, matter, and service line so pricing decisions are informed.

Reports and charts highlight overruns, write offs, and trends so you can refine templates and playbooks.

Reports and analytics

What Your Outsourced Legal Desk Looks Like With Planfix

Your operation runs on a single, structured system. Intake, drafting, review, client communication, and billing all speak the same language. Your team knows what to work on, clients know what is happening, and you know which matters and clients create real value.

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