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KeyVision

A time tracking, billing and reporting software system designed by SoftVenture.
Questions about KeyVision? Call (800) 827-1151 and talk to a software expert now.

KeyVision allows lawyers to monitor all key factors in their business: full reports regarding revenues, open invoices, efficiency for each lawyer and for the company, billing status, clients, contracts, time spent per each contract, file or project.

Why KeyVision?

  • Instant access to vital information and performance indicators in a single page – dashboard;
  • Full time tracking features considering worked hours and billable hours per lawyer, contract, case or project;
  • Fast calculation and issuing of invoices based on billable hours;
  • Complete clients, contracts and cases management;
  • Management and tracking of cases and court hearings;
  • Comprehensive reports and performance analysis;
  • Highly configurable application;
  • Single database for the complete business management;
  • Friendly interface;
  • Fixed cost per user per month;

KeyVision as a service

  • No complications regarding infrastructure. No servers, no licenses, no initial investments. We take care of everything related to hosting and maintenance;
  • Easy to use due to the intuitive and friendly user interface. Lawyers are not required to install any software or to read a user manual;
  • Significantly lower costs due to small implementing and maintenance effort, and also to the elimination of licence purchase costs;
  • Free and automated access to all new versions of the legal software KeyVision;
  • High accessibility guaranteed, the only concern for lawyers being the internet connection;
  • Hosting in professional data centers, with up-time guaranteed; 24/7 availability;
  • Security and redundancy.

Features/Benefits:

Dashboard: The dashboard is a key element of KeyVision because it synthesizes all essential information for lawyers in a single page: vital performance indicators and reports that can be accessed based on user rights – manager, senior lawyer or junior. Moreover, it provides a comprehensive view on company’s financial health: efficiency, productivity, revenues, open invoices, top clients, top efficient lawyers and many others.

How much I invoice? The legal software KeyVision automatically calculates the amount to be invoiced based on the current timesheets and contract settings. Also, presents an overall situation of issued, paid or open invoices. With a single look you will know how much you have to invoice for the current month and compare it to results on previous months.

How much I cash in? You will know exactly how much your clients paid, what is the value of incoming payments and the total amount of open invoices. Plus, you can calculate the average number of days required to cash invoices for each client.

What is my efficiency? Efficiency calculation is our specialty. In dashboard you have immediate access to this indicator, calculated for the current month or previous month, and it’s evolution for the past 12 months. You can further detail this analysis for each lawyer.

What is the status of my clients? To monitor clients is essential. KeyVision automatically calculates how many new clients you’ve attracted in the current month, how many clients were active and how many generated revenues.

Court: In KeyVision, the terms of cases and court hearings are implemented at all levels. Namely, once you have defined a client and a case, you can track time on this case and you can record all court hearings at which you must participate. Each case will have complete information for lawyers. Additionally, KeyVision automatically notifies you about the date of the case.

KeyVision looks after your court cases. To define a file is as simple as any other activity in KeyVision. You even have the possibility to set specific invoice fees – global fees, fee per case, hourly fees.

Organize your cases. KeyVision helps you organize your activity. Starting with date, hour, location and status, you can record all information required by a complete management of cases and court hearings. Each case with full information, including the comments, conclusions and future actions to be undertaken.

Current status for active court files and cases. You have access, in a single page, to a full situation regarding active cases, with reference to the following court hearing. From this window, you can edit files and synchronize the information with the ones published.

Monitor your court hearings in the calendar. You can easily monitor court hearings by using the calendar. All hearings will be automatically displayed in the calendar, the lawyer being notified with seven day in advanced regarding all future hearings

Security and confidentiality: All KeyVision accounts use SSL encrypted connections. Information is never sent or received in plain text, readable format. Plus, KeyVision servers are hosted in latest-generation datacenters, being protected against physical or remote access.

Moreover, some of the facilities provided by our datacenter is protection against earthquake or fires and an electric generator that allows us to achieves an average 99.9% uptime.

Billing & Payments

KeyVision calculates in real time what needs to be invoiced Moreover, it takes into account all possible types of financial settings – whether we talk about hourly fee, global fee, subscriptions, fee per activity or per project phase.

Sounds complicated, but the entire process consists in going through a number of steps that starts with the selection of client and ends with the validation of the final invoice. Billing was never more simple for lawyers.

Real time calculation

The legal software KeyVision takes into account everything that was recorded and calculates in real time the value of invoices. The information is also available in dashboard, one click away.

What needs to be invoiced?

Unlike other legal systems, KeyVision shows you everything that needs be invoiced. You just have to select and confirm the items included in the invoice.

Proforma and fiscal invoice

We know how important the proforma invoice can be for lawyers. This is why KeyVision offers you the possibility to create both proforma and fiscal invoices. Thus, you can optimize your tax policy while having a clear image on all invoices, regardless their type.

Invoice annex

Send your invoices together with complete information regarding the services provided, timesheets with working hours, recorded expenses. KeyVision helps you do all this by creating a detailed annex for each invoice.

Calendar

Now you can access in a single page all planned activities for the current day, week or month. This means immediate access to court hearings, tasks, deadlines for ongoing projects, even reminders for unpaid invoices or contracts expired.

You can easily identify them by colors:

  • green for your own tasks and cases;
  • grey for your colleagues’ tasks and cases;
  • red for any exceeded task or cases;
  • blue for holidays.

All items can be edited with a single click, directly from the calendar

Tasks

You can save daily tasks directly in KeyVision by simply filling in a form with basic information. Once saved, they become immediately visible in the calendar, both for the responsible person as well as for its colleagues.

Reminders

Reminders are available on the first page of KeyVision. This way, you can immediately see urgent tasks, contracts about to expire, court hearings or open invoices. Moreover, a simple click on a reminder will open a window with detailed information about it.

Holidays

You can define holidays and leaves directly from KeyVision. They will automatically become visible in the calendar and time-sheet page.

Clients and contracts

KeyVision includes all types of fees required by lawyers so far: subscriptions, global or hourly fees, defined per each contract, project or court file. You can even set different fees per user roles, taking into account the experience and the professional background of each of them. However, in each case, options are much more diversified. For example, KeyVision allows you to set a budget of hours for a certain file, with the possibility of being notified when the budget is exceeded. If you agreed with the client on a payment per project phase or on a success fee, the information can be simply uploaded in KeyVision.

Contracts You can save all information required by the contract in a single page: general information about number, name, responsible, contract currency, invoice due date, budgeted effort, financial settings. Plus, you can configure a standard fee that can be used later on for all projects or files related to this contract.

Cases, Projects KeyVision allows you to save consultancy projects and cases under a standard contract. For each of them, lawyers can set different fees or rules for calculating fees. The legal software takes into account all these configurations when is calculating the amount to be invoiced.

Activity types KeyVision ensures “quantitative” calculation of the invoice when, for example, you agreed with the client on fixed fees for court hearings or for drafting documents. Moreover, we have all information required to compare the invoiced value with the effort implied by each activity.

Reports

KeyVision provides a complete set of reports specific to the legal market, starting with open invoices and up to efficiency and tops. Plus, the list is constantly improved with new analysis that allow you to identify the strengths and weaknesses of your business.

We divided them into seven main categories, some of the most important reports being:

Billing

  • Total amounts to be invoiced;
  • General invoices report;
  • Open invoices by delay intervals and due invoices;
  • Invoiced per practice and departments;
  • Invoiced per industry.

Activity

  • Efficiency and productivity per company, client and lawyer
  • Timesheets general report;
  • General report of activity per client and lawyer;
  • Total invoiced per lawyer;
  • Statistics per lawyer
  • Statistics by customer
  • Activity per practice.

Payments

  • Payments per clients, contract or project;
  • Payments per responsibles;
  • General expenses report;
  • Expenditures by type

Clients

  • Average fee per client and per company;
  • Top 10 invoiced clients;
  • Active clients and outstanding clients;
  • Portfolio analysis by contract type.

Cases & Projects

  • Customer court hearing and cases report
  • General project status and active projects

Timesheets

We know that convincing lawyers to keep accurate and up to date timesheets can be difficult.

KeyVision solves this problem by transforming the entire process of time tracking in a simple and fast one. We started with a calendar that highlights, in a single view, the status of timesheets for the current month: days with incomplete timesheets, days missing any record of worked hours, days with full timesheets and even holidays. Moreover, a series of reminders will notify you about any possible derails.

KeyVision assists you throughout the entire process of time tracking, the user being guided to fill in certain information.

Smart calendar

One look to understand the timesheet status. Green for complete and correct timesheet, orange for incomplete timesheet, red for the days missing timesheets, blue for holidays.

Complete details regarding clients and contracts Time tracking is made taking into account the client, the contract, the file or even an explicit activity such as drafting a legal opinion.

Comments in client’s language KeyVision guides you even when filling in comments for each timesheet by suggesting the language preferred by the client.

Validation of timesheets by the supervisor KeyVision allows you to validate a timesheet before being included in an invoice.

E-mail notifications for incomplete timesheets If an employee doesn’t fill in the time-sheet or the timesheet is incomplete, you are automatically notified by email.

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