What Plani does with your CPCS billing, how it keeps things private, and what it doesn't do yet.
No. Plani enters your time into eBill and stages it in the right categories. You review it and click submit yourself. Plani never submits, and it never checks the certification box for you. That part stays in your hands.
You connect it once on a secure page with your eBill login. Plani signs in the way a bookkeeper you hired would, with your credentials. We asked CPCS directly, and outside systems aren't allowed to connect to eBill, so this is the approach that works. Your password is encrypted.
Yes. Your records are yours. We don't sell your data or use it for anything but running the service, held the same way an email provider holds your email. The full details are in our privacy policy.
It has the Assigned Counsel Manual. It aggregates each client's activities across a day and rounds the daily total to the nearest tenth of an hour, the way the manual requires. Ask it a question and it'll cite the manual page. It also warns you as you near the 10-hour daily cap.
Yes. Tell it where you drove and it works out the route, then files the mileage on eBill's mileage form, which is separate from your hours. It knows travel time is capped at an hour per 30 miles, and that a court round trip under 30 miles isn't reimbursable at all. More in the travel and mileage guide.
No. There's no roster to build. Start texting your time and Plani learns your clients as you go. It matches your shorthand to the right client and asks whenever a name is ambiguous, so it never files under the wrong one.
However you text. Type it, use talk-to-text, or send a voice note and Plani transcribes it. Pictures work too: a photo of your legal pad, a screenshot of a spreadsheet, or a day view from another timekeeping app. Plani reads the rows, tells you what it got, and logs them once you confirm. Send one thing as it happens, or hand it a whole day at once and it splits the day into separate entries.
Yes. Plani keeps your federal time in the CJA-20 categories, and one download from a client's page gives you a CSV that loads straight into eVoucher under Actions, Import Service Entries. It comes with a PDF of the steps. Expenses like mileage and photocopies stay manual, and you review and submit the voucher yourself.
Yes. Plani logs your private-client time and turns it into a finished invoice PDF on your own letterhead: one row per day worked, the hours rounded to the nearest tenth, your rate and the total. You set the rate and letterhead once, then it is a button on the client's page. It does not handle IOLTA or trust accounting.
It doesn't give legal advice, so don't ask it for case law. It's one attorney per account, with no multi-lawyer collaboration on a case. It doesn't handle IOLTA or trust accounting. And it never hits submit for you, on eBill or on a CJA voucher. That last one is on purpose, not a gap.
14 days free, no credit card, then $50 a month. No per-client fees, no tiers, no add-ons. Full breakdown on the pricing page.