Discover KeyVision’s features
We help you turn your legal team into an efficient & profitable one, with the help of technology tools
Dashboards
So you can have full and real overview on your law firm activity
Your company
Your company at a glance - you can access effort and efficiency, overdue tasks, today’s and tomorrow’s tasks, paid and overdue invoices, top practices, timesheets and Days of Sales Outgoing, all in one place
Practice
Based on your practices input, you can have a clear overview of time, work, customers and payments for every practice you have.
Controller
Have a full analytical report of work and payments for every controller you have in your team - this way you will be able to see your team members’ efficiency and profitability.
Litigation
All you need about your legal cases: hearings for the entire week, Insolvency acts, active Legal Cases, newest information from your Court hearings - all in one place.
Business Development
Access a detailed analytics of your Business Development activities: Offers and Submissions by Status and Source, Submissions and Offers Efficiency Statistics by year.
Budgeting
You can easily analyze the evolution of billed amounts per practice, to date and per year, based on your team daily activity.
Timesheet
So you add and track your activities for more efficient team
Time tracking
Add and manage customer and internal hours per user, based on the projects assigned, using worked and billable hours for every legal case and project, which can be sent to controllers for approval.
Timer
Start the timer and forget about it. Stop it when finished and the timesheet will be automatically created.
Calendar
Use the color codes to get a quick overview on your timesheet history. Green is for full tracked days, yellow and red for partial or no timesheets and blue for holidays.
Review & Approval
Get an overview on you activity and review & approve all entries. Adjust values if required and get an instant feedback regarding total billable effort and value.
Both simple & complex
You can track just the total and billable effort or you can detail by billable, non-billable, do not bill, no-charge. Just a switch and you’re good to go.
Notifications
Email notifications and updates, in case you forgot to track some hours.
Financial Management
All the financial operations and tools for legal professionals
Projects
Comprehensive project definition, from customer to activities, tasks and billing rules. Detail activities by using References.
Budget & Cap
Setup a project budget or a billing cap. KeyVision will follow-up and notify you accordingly.
Flexible Billing Rules
Setup the project billing rules without any constraints. You can mix fees by user, seniority, blended, fixed or success fees, default discounts.
Project Dashboard
Ready-made insights about you project - total billed, due amounts, recovery rate, average fee and work efficiency. Plus, get details by lawyer, practice or seniority.
Tasks and discussions
Define tasks per project and follow up the status. Register any conversation you had with the customer.
Expense Tracking
You can track all expenses, both related to projects and internal ones. Group them in employee accounts if required, for an additional approval process.
Proforma & Fiscal invoice
If configured, KeyVision can manage both your proforma and fiscal invoices, along with all related processes.
Email templates
You can create email templates that are used for sending invoices.
LEDES
Export invoice with the standard LEDES format, ready to be uploaded in other systems.
Litigation
Keep track of all your activities, so you can have successful legal case management
Case management
Manage all your legal cases and always be prepared for your next legal actions using the ECRIS (portal.just.ro) integration
Court hearings
What, when, where and who’s handling them. Not to mention team comments and case history. All in one place.
Monitor external cases
You can also monitor selected external cases. All monitorized hearings will be highlighted and separated from the main ones.
Legal calendar
Monthly or weekly overview on your portfolio, so you can plan ahead and spot any conflict. Synchronize it with your Outlook/Google Calendar and have them on-the-go.
Daily notifications
Whenever something happens, whether a hearing solution or a new hearing date, you get an email notification.
Insolvency
Monitoring selected legal entities for insolvency. Daily updates on your dashboard and via email.
Customers & Contacts
A better management of your legal customers
Customer management
All the information you need for a full overview on your activity. Use details like industry, fiscal data and contacts so you can have full reports on relationship with each customer.
Fiscal entities
Different fiscal entities for a single legal client? Not a problem! Use all these details for complete customer reports.
Industries
Different clients from different industries? Use these details to have full reports on which were the most profitable industries for you.
Marketing and Business Development
All you need to grow your legal business
Proposal management
Keep track of your submissions and use all the details you have so you can build new great business relationships.
Submissions
Upgrade your business by getting new customers. Use time, tasks and responsible for every offer and get full reports on these activities.
Meetings
Get your plans ready by organizing successful meetings. Analyze meetings reports to have complete overview and decide what you need to improve.
Events
Prepare successful events for your business by using marketing lists and resources. Keep track of all tasks related to the events and use all the information in your marketing activities.
Projects
Grow your business by creating new marketing and business development projects - get your colleagues involved in those projects, listen to their ideas and assign them tasks to resolve.
Marketing Lists
Build marketing lists for events and activities. Add and manage all important contacts who can help you get greater results for your business now and in the future.
Tasks
So you can better organize your daily schedule
Tasks
Get all projects ready in time by using tasks for all team members. Improve workflow by having a complete overview on their allocation.
Dashboard integration
Always have an overview on you overdue, today’s and upcoming tasks. Straight to your dashboard.
Calendar
All tasks are also available in the master calendar, you can easily check your agenda.
Practice & Controller Insights
For a better understanding of your legal projects
Practice Management
Get financial and performance insights by practice, calculated automatically
Project security
Embedded project security - timesheets, invoices, reports - by controller and other defined project managers.
Dedicated dashboards and reports
Check and compare all financial indicators by practice or controller.
Reports
For a full, real overview on your legal business
Timesheet reports
Comprehensive list of reports, helping you to find any possible timesheet information.
Billing and expenses
From invoices, payments and expense reports to financial insights like average payment days, recovery rate, fee statistics.
Practice reports
Get real-time insights on most profitable practices for your law firm and have a full overview on each activity per practice.
Efficiency
Full efficiency insights for better business decisions: get per lawyer, per case, per client or per practice reports and compare them with other month or year.
Profit & Loss
Define monthly budgets and let KeyVision do the rest, showing you the current status and the Actual vs. Budget analysis, firm-wise or by practice.
Marketing and Business Development
Grow your business with business development reports. Build a strategy using these insights and make your law firm more profitable.
We help you get your legal work done!
KeyVision is the work management platform legal teams use to run an efficient and profitable business
