KeyVision PRO - the perfect solution for lawyers and law firms

G

KeyVision PRO is the perfect solution for lawyers and law firms. Discover all the features on www.keyvision.eu

The most complete solution for
Legal Professionals and Law Firms
1 2
KeyVision is designed to be a solution for individual legal
professionals and teams in managing business
pe�ormance, using technology. The pla�orm is based on
the over 8 years’ experience in working with big, medium
and small law firms and legal professionals, using their
feedback and their input about their daily needs.
Why KeyVision?
Streamline your activity
Improve efficiency
Increase profitability
Timesheet, billing, tasks and client management, business
development tools and all the most impo�ant information about your
company, just one click away. Oversee your daily tasks and simplify the
billing flow, from timesheet to invoice.
Get a real overview of your projects and team. Monitor which projects
are not efficient and why. Get full repo�s on every project, matter,
practice and discover which are the weak links in your company.
Real-time insights on your practice pe�ormance indicators. Curated
dashboards, one click away from tailored repo�s. Business-oriented
functionalities and repo�s, so you can make the right decisions.
Treat your law firm
like a business!
KeyVision is made
for legal businesses.
No matter big or small.
DASHBOARDS
Everything you need to know about your law firm, one click away. Total
billable amount, overdues & payments, company-level effo� and
trends. Need more info - just go the Practice or Controller dashboard
and get additional insights. Next, there are dedicated dashboard for
litigation, sales and budgeting flows.
3 4
Register everything you spend on matters or internal issues. Get a visual
feedback on your progress. There’s also a timer available, to speed up
this process. Optionally, you can then review and approve all the time
entries, with instant updates on the final amount to be billed, discounts
or caps included.
Never lose track of billable hours. Everything your team does is safely
stored in the Work in Progress bucket. You can decide later on if and
when to bill the customer. Detailed repo�s are available, so you can have
an overview on what’s happening.
TASKS
Manage daily tasks for you and your team. Organize your tasks by
customer or project. Check the progress with our dedicated dashboard
and calendar.
A full featured agenda for you and your team, featuring input from
tasks, leave days, sales and marketing activities. Get bi�hdays
notifications for your contacts and your team members. Plus, you can
synchronize the calendar with your phone or desktop calendar.
TIMESHEET & APPROVAL FLOW
WORK IN PROGRESS
CALENDAR
5 6
CLIENTS AND PROJECTS
All your clients, contacts and projects in one place. Possibility to issue
invoices to various fiscal entities for the same client. Setup budgets,
billing rules, detailed references or tasks. Dedicated financial
dashboards, to check the work in progress, revenue and profit.
PRACTICE & CONTROLLER INSIGHTS
Carefully monitor the pe�ormance of each practice and controller
within your company, with dedicated budgeting or revenue repo�s. Get
insights on the revenue stream, efficiency, top customers, profit and
other indicators, so you can quickly spot if there’s an issue.
MARKETING & BUSINESS DEVELOPMENT
Define leads, create & send proposals, follow-up the status. Register the
feedback and transform the lead to a customer. Monitor your
submissions, contributions, referrals and press coverage. Manage events.
Get an overview with the dedicated dashboard.
ADVANCED REPORTING
Insights available for all the features above, ranging from standard repo�s
to insigh�ul analysis on your business, uncovering the weak link. Average
negotiated and effective rates, Revenue and Profit at company, practice
or lawyer level, Profit & Loss, Realization rate, and so on.
Discover all the features
on www.keyvision.eu
and try them for free –
15 days free trial!

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KeyVision PRO - the perfect solution for lawyers and law firms

  • 1. The most complete solution for Legal Professionals and Law Firms
  • 2. 1 2 KeyVision is designed to be a solution for individual legal professionals and teams in managing business pe�ormance, using technology. The pla�orm is based on the over 8 years’ experience in working with big, medium and small law firms and legal professionals, using their feedback and their input about their daily needs. Why KeyVision? Streamline your activity Improve efficiency Increase profitability Timesheet, billing, tasks and client management, business development tools and all the most impo�ant information about your company, just one click away. Oversee your daily tasks and simplify the billing flow, from timesheet to invoice. Get a real overview of your projects and team. Monitor which projects are not efficient and why. Get full repo�s on every project, matter, practice and discover which are the weak links in your company. Real-time insights on your practice pe�ormance indicators. Curated dashboards, one click away from tailored repo�s. Business-oriented functionalities and repo�s, so you can make the right decisions. Treat your law firm like a business! KeyVision is made for legal businesses. No matter big or small. DASHBOARDS Everything you need to know about your law firm, one click away. Total billable amount, overdues & payments, company-level effo� and trends. Need more info - just go the Practice or Controller dashboard and get additional insights. Next, there are dedicated dashboard for litigation, sales and budgeting flows.
  • 3. 3 4 Register everything you spend on matters or internal issues. Get a visual feedback on your progress. There’s also a timer available, to speed up this process. Optionally, you can then review and approve all the time entries, with instant updates on the final amount to be billed, discounts or caps included. Never lose track of billable hours. Everything your team does is safely stored in the Work in Progress bucket. You can decide later on if and when to bill the customer. Detailed repo�s are available, so you can have an overview on what’s happening. TASKS Manage daily tasks for you and your team. Organize your tasks by customer or project. Check the progress with our dedicated dashboard and calendar. A full featured agenda for you and your team, featuring input from tasks, leave days, sales and marketing activities. Get bi�hdays notifications for your contacts and your team members. Plus, you can synchronize the calendar with your phone or desktop calendar. TIMESHEET & APPROVAL FLOW WORK IN PROGRESS CALENDAR
  • 4. 5 6 CLIENTS AND PROJECTS All your clients, contacts and projects in one place. Possibility to issue invoices to various fiscal entities for the same client. Setup budgets, billing rules, detailed references or tasks. Dedicated financial dashboards, to check the work in progress, revenue and profit. PRACTICE & CONTROLLER INSIGHTS Carefully monitor the pe�ormance of each practice and controller within your company, with dedicated budgeting or revenue repo�s. Get insights on the revenue stream, efficiency, top customers, profit and other indicators, so you can quickly spot if there’s an issue. MARKETING & BUSINESS DEVELOPMENT Define leads, create & send proposals, follow-up the status. Register the feedback and transform the lead to a customer. Monitor your submissions, contributions, referrals and press coverage. Manage events. Get an overview with the dedicated dashboard. ADVANCED REPORTING Insights available for all the features above, ranging from standard repo�s to insigh�ul analysis on your business, uncovering the weak link. Average negotiated and effective rates, Revenue and Profit at company, practice or lawyer level, Profit & Loss, Realization rate, and so on.
  • 5. Discover all the features on www.keyvision.eu and try them for free – 15 days free trial!