KeyVision

KeyVision is a work management platform specifically designed for legal professionals, legal departments, and law firms. It caters to both large and small law firms, as well as individual legal professionals. KeyVision aims to streamline legal activities, enhance efficiency, and improve profitability for legal professionals and law firms.

Key Features

Time tracking: Users can record their work on legal matters or internal issues, track their progress visually, and monitor unbilled timesheets. KeyVision offers a comprehensive timesheet approval flow with the option to create an invoice or hold it for later.

Billing: KeyVision provides a range of billing options, including blended fees, seniority or user fees, flat fees, subscriptions, and discounts. Users can generate both proforma and fiscal invoices, set project budgets, and receive relevant notifications. Billing rules can be modified on the go with automatic invoice value calculation.

Litigation: KeyVision offers efficient case management capabilities, allowing users to link cases to ECRIS for daily updates. The platform also facilitates team management with notifications for court hearings, team comments, case history, and a calendar.

Sales & Marketing: Users can manage the sales and marketing workflow with lead management, proposal creation, and status follow-up. KeyVision enables users to register feedback, convert leads into customers, and monitor submissions, contributions, referrals, and press coverage. A dedicated dashboard provides an overview of sales and marketing activities.

Reporting: KeyVision provides comprehensive reports on timesheets, invoices, collections, top customers, and more. Users can gain insights into revenue, profit, efficiency, and other performance indicators. Customizable reports allow for data-driven decision-making and identifying areas for improvement.

Security: KeyVision ensures data security with robust measures and protocols. The platform safeguards confidential client information, protects against data breaches, and ensures compliance with industry regulations.

Calendar: KeyVision offers a centralized calendar with automatic updates and notifications. Users can sync the calendar with their phone or desktop calendar for easy access. The platform enables management of court hearings, tasks, meetings, leave days, and provides birthday notifications for contacts and team members.

Tasks: Users can efficiently manage daily tasks for themselves and their teams. KeyVision allows task organization by customer or project and provides a dedicated dashboard and calendar for tracking progress.

Clients & Matters: KeyVision allows users to store all client, contact, and matter information in one place. Users can issue invoices to various fiscal entities for the same client, set up budgets, billing rules, detailed references, and tasks. The platform offers dedicated financial dashboards to monitor work in progress, revenue, and profit.

Practice & Controller Insights: Users can monitor the performance of each practice and controller within their company. KeyVision provides access to budgeting and revenue reports, enabling insights into revenue streams, efficiency, top customers, and profit. This feature helps users make informed decisions and identify areas for improvement.