The legal software KeyVision allows lawyers to monitor all key factors in their business: cases, contracts, clients, timesheets, tasks, expenses, billing or contacts. Using a single database for the complete management of a law firm, KeyVision provides instant access to vital performance indicators: efficiency, productivity, worked hours, revenues, unpaid invoices, new clients. Moreover, it’s an online solution, accessible from anywhere, with no licensing costs, hardware infrastructure requirements or difficult implementation.

1. Smart control for lawyers
Fast time tracking, billing and reporting

2. Why KeyVision?
KeyVision allows lawyers to Instant access to vital information and performance indicators in a
monitor all key factors in single page – dashboard;
their business: full reports
Full time tracking features considering worked hours and billable
about revenues, unpaid
invoices, efficiency for each hours per lawyer, contract, file or project;
lawyer and for the Fast calculation and issuing of invoices based on billable hours;
company, billing status, Complete clients, contracts and files management;
clients, contracts, time
Management and tracking of cases;
spent per each contract,
file or project. 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.

3. Dashboard
Dashboard is the 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? How much I cash in?
You will know exactly how much your clients paid, what you must cash in
The legal software KeyVision
and the total amount of open invoices. Plus, you can calculate the average
automatically calculates the amount
number of days required to cash invoices for each client.
to be invoiced based on the current
timesheets and contract settings.
What is my efficiency?
Also, presents an overall situation of
Efficiency calculation is our specialty. In dashboard you have immediate
issued, paid or open invoices. With
access to this indicator, calculated for the current month or previous
a single look you will know how
month, and it’s evolution for the past 12 months. You can further detail this
much you have to invoice for the
analysis for each lawyer.
current month and compare it to
results on previous months.
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.

4. 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 superviser
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.

5. 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 All items can be edited with a single click, directly from the calendar.
colors:
Tasks
ì for your own tasks and
green You can save daily tasks directly in KeyVision by simply filling in a form with
cases; basic information. Once saved, they become immediately visible in the
calendar, both for the responsible person as well as for its colleagues.
ìfor your colleagues’ tasks
grey
and cases; Reminders
Reminders are available on the first page of KeyVision. This way, you can
ì any exceeded task or
red for
immediately see urgent tasks, contracts about to expire, court hearings or
cases;
open invoices. Moreover, a simple click on a reminder will open a window
ìfor holidays.
blue 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.

6. Court
In KeyVision, the terms of court file KeyVision looks after your court files
or cases are implemented at all To define a file is as simple as any other activity in KeyVision. You even
levels. Namely, once you have have the possibility to set specific invoice fees – global fees, fee per case,
defined a client and a court file, you hourly fees.
can track time on this file and you
can record all cases at which you Organize your cases
must participate. The legal software KeyVision helps you organize your activity. Starting with
date, hour, location and status, you can record all information required by a
Each case will have complete
complete management of cases.
information for lawyers. Additionally,
KeyVision automatically notifies you
Each case with full information, including the resolution and comments
about the date of the case.
published by portal.just.ro.
Current status for active court files
and cases Integration with
You have access, in a single page,
to a full situation regarding active file
portal.just.ro
courts, with reference to the
following case.
For each court file or case, you have the option to access the information
From this window, you can edit files published on portal.just.ro by courts or other competent institutions
and sincronize the information with regarding the file in question. You can do this based on the file number and
the ones published in portal.just.ro. because of that is very important to input the correct identification number.

7. Billing & Payments
KeyVision calculates in real time Real time calculation
what needs to be invoiced The legal software KeyVision takes into account everything that was
recorded and calculates in real time the value of invoices. The information
More than that, takes into account is also available in dashboard, one click away.
all possible types of financial
settings – whether we talk about What needs to be invoiced?
hourly fee, global fee, subscriptions, Unlike other legal systems, KeyVision shows you everything that neeeds be
fee per activity or per project phase. invoiced. You just have to select and confirm the items included in the
Sounds complicated, but the entire invoice.
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.
Invoice by email Proforma and fiscal invoice
We know how important the proforma invoice can be for lawyers. This is
You can send invoices to clients
why KeyVision offers you the possibility to create both proforma and fiscal
directly form KeyVision.
invoices. Thus, you can optimize your tax policy while having a clear image
Using the Email option, you can on all invoices, regardless their type.
send the pdf format of invoices to
the contact person set as default for Invoice annex
that client. The email body text can Send your invoices together with complete information regarding the
be predefined and includes several services provided, timesheets with working hours, recorded expenses.
language options. KeyVision helps you do all this by creating a detailed annex for each
invoice.

8. Clients and contracts
KeyVision includes all types of fees Contracts
required by lawyers so far: You can save all information required by the contract in a single page:
subscriptions, global or hourly fees, general information about number, name, responsible, contract currency,
defined per each contract, project invoice due date, budgeted effort, financial settings. Plus, you can
or court file. configure a standard fee that can be used later on for all projects or files
related to this contract.
You can even set different fees per
user roles, taking into account the
Files, Projects
experience and the professional
KeyVision allows you to save consultancy projects and files under a
background of each of them.
standard contract. For each of them, lawyers can set different fees or rules
However, in each case, options are
for calculating fees. The legal software takes into account all these
much more diversified.
configurations when is calculating the amount to be invoiced.
For example, KeyVision allows you
to set a budget of hours for a Activity types
certain file, with the possibility of KeyVision ensures “quantitative” calculation of the invoice when, for
being notified when the budget is example, you agreed with the client on fixed fees for court hearings or for
exceeded. If you agreed with the drafting documents. Moreover, we have all information required to compare
client on a payment per project the invoiced value with the effort implied by each activity.
phase or on a success fee, the
information can be simply uploaded
in KeyVision.

9. Reports
KeyVision provides a complete set
of reports specific to the legal
market, starting with unpaid
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 four main categories, each category including detailed
reports with multiple filters:
Billing Payments
ì amounts to be invoiced;
Total ì Payments per clients;
ì General invoices report; ì Payments per contract or project;
ì invoices by delay intervals and due invoices;
Open ì Payments per responsibles;
ì Invoiced per practice and departments; ì General expenses report;
ì Invoiced per industry. ì Expenditures by type.
Activity Clients
ì Efficiency and productivity at company, client and lawyer level; ì Average fee per client and per
ì Timesheets general report; company;
ì General report of activity and activity report per client and lawyer; ì invoiced clients;
Top 10
ì invoiced per lawyer;
Total ì clients and outstanding clients;
Active
ì per practice.
Activity ì Portfolio analysis by contract type.

10. Departments and practices
KeyVision allows you to define
departments within the company
and to allocate legal practices per
each department. Thus, you have
access to a clear situation about
contracts, invoices, expenses
recorded per each line of business.
For example, within the Litigation
department, you can define the
arbitration and court practice. Later
on, you can generate reports
regarding timesheets and financial
status for each practice.
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.

11. 61 Dr. Felix Iacob Street, Sector 1, Bucharest
Tel: +40 723 694 193
E-mail: office@keyvision.ro