Name: KeyVision
Price: 15.9 USD
Author: Softventure

Help Desk

Web and Video Conferencing

Customer Support

Learning Management

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

Environmental, Social, and Governance (ESG)

Enterprise

Accounting

Financial Planning and Analysis (FP&A)

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Blockchain Analysis

Cloud Management

Cloud Storage

Composable Infrastructure

Container Security

Data Center Backup

Data Integration

Electronic Data Interchange (EDI)

Enterprise Printing

Event Monitoring

Fraud Detection

Function as a Service (FaaS)

Industrial IoT

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Managed Security Service

Mobile Device Management (MDM)

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

SQL Server Performance Monitoring

Secure Web Gateway

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Creative Management

Customer Advocacy

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Marketing Resource Management

Mobile Marketing

Social Media Management

Survey & Forms Building

Tag Management

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales Dialer

Sales

Application Security

Cloud Security Posture Management

Security

Card Management

Clinical Data Management

Donor Management

Text Analysis

Warranty Management

Vertical-Specific

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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.

Basic

Forever Free

Solo

InvoiceBerry

Personal

Team

Department

Organization

Clear Analytics

KeyVision

Contract management software is a program or series of related programs for storing and managing legal agreements such as contracts with vendors, leases and licensing agreements.

Contract Management

Softventure

Contract Authoring

Features related to the contract authoring process.

Contract creation

Includes a document generator and tools for creating new contracts.

Contract templates

Allows users to set up templates or templatize old contracts in order to make new contract creation easier and more consistent.

Clause library/saved fields

Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

Integration to CPQ

Integrates to CPQ software so that calculated quotes/configuration details can feed into contracts. This is an important element of automation in the contract authoring process.

PDF generator

Users can generate PDFs of contract documents.

Contract attachments

Users can attach other documents, like invoices, images, meeting minutes, memos, etc, to contracts.

Guided logic

Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.

Contract Collaboration

Features related to collaborating on contracts.

Contract sharing

Users can easily and securely share contracts with internal users and external users. Contracts are accessible.

Contract editing

Contracts can go through multiple drafts and revisions; the software supports multiple versions and version comparison.

Contract merge

Multiple versions of a contract can be merged.

Collaborating on contracts

Internal and external users can collaborate on contracts without changing the text of the contract; this may be done through comments, questions, and/or message board conversations.

MS Word plug-in

Users can make changes to contract language using Microsoft Word.

Approval process

Approval workflows can be configured to streamline and automate the approval process; the approval process is helpful and convenient.

Parallel approvals

Users can set up complex workflows to handle parallel approvals.

Interdepartmental workflows

Users can set up interdepartmental workflows so that contracts can flow between teams in a logical and organized manner.

Contract Monitoring

Features that enable users to monitor the status of contracts.

Contract database

Contracts are stored and organized in a central repository.

VORs

Allows users to send/receive variation order requests and coordinate these with contracts.

Contract search

Users can easily look up contracts within the database.

Contract milestone reminders & alerts

Users can schedule reminders and/or trigger alerts according to contract milestones.

Custom contract reports

Users can create custom reports about the status of contracts, contract timelines, efficiency, and revenue tied to contracts.

Tracking contract status

Users can track the status of a contract as it moves through the approval process and beyond.

Salesforce integration

Integrates to Salesforce so that contracts are tied to contact’s CRM records.

Compliance check

Users can define and enforce complex business rules related to compliance regulations; helps automate or partially automate contract compliance check.

Tools and features to aid in contract management and formation.

Contract Storage

Centralized storage and management of all contracts in one place.

Document Management

Ability to upload, organize, and track changes to contract documents.

Advanced Search and Filtering

Efficient search functionality and advanced filters to quickly locate specific contracts or clause language.

Version Controls

Ability to track and manage different versions of contracts, including changes made and the history of revisions.

Customizable Contract Templates

Pre-defined templates that can be customized for different types of contracts.

Workflow Acceleration

Streamline the contract approval process by automating workflows and notifications.

E-Signatures

Capability to electronically verify user signatures, eliminating the need for physical signatures and enhancing efficiency.

Reminders and Alerts

Automated alerts and reminders for important contract dates, deadlines, and milestones.

Analytics and Reporting

Generate reports and gather insights on contract status, performance, and compliance.

Integration with other Systems

Ability to integrate with other tools, such as CRM or ERP systems, to exchange contract data seamlessly.

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KeyVision

Overview

What is KeyVision?