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.
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. You can send one thing as it happens, or hand it a whole day at once and it splits the day into separate entries.
Yes. It knows the CJA-20 categories and keeps your federal time sorted and formatted, so you can paste it into eVoucher. It doesn't file into eVoucher for you yet, the way it files into CPCS eBill. That part is on the roadmap.
For tracking, yes. Plani logs your private-client time and sends it in the weekly spreadsheet, where you can add your hourly rate. It doesn't create client invoices or handle IOLTA yet.
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 fill CJA billing pages automatically yet, though it formats everything for you to paste. And it doesn't do vouchers, private-client invoices, IOLTA, or CPCS mileage yet. Those are on the list.
Free through August. Starting September 1, it's 14 days free (no credit card), then $30 to $50 a month. Full breakdown on the pricing page.