Case Study: TheKey saves 3,000 hours per year with PandaDoc

TheKey saves 3,000 hours per year using PandaDoc

TheKey, a leading provider of premium in-home care in the U.S., faced major document management challenges as it rapidly expanded from 14 to 120 offices across 31 states. Its existing contract lifecycle management process was causing template sprawl, confidentiality concerns, and high costs, especially around managing different consent agreements and legal language changes. TheKey needed a more scalable solution, and turned to PandaDoc.

PandaDoc helped TheKey rebuild and centralize its templates, streamline document workflows across 10 departments, and quickly deploy legal updates without disruption. As a result, TheKey now manages documents for more than 8,000 caregivers and 1,500 corporate employees, saves 3,000 hours per year, and has improved document management efficiency by 10x, all while making PandaDoc its source of truth for documentation.

TheKey

Katie Buell

Digital Product Manager