This module is aimed at law firms. It appears for companies in the Law segment (Advocacia) that have the Notfy Processos integration active and a query balance available. Lookup features consume the company’s legal balance, shown in Company settings, Consumption tab, Legal Resources section.
What you can do
Flow overview
1
Enable the integration
In Settings, Integrations, create the Notfy Processos integration. Only one is allowed per company. See how to set it up.
2
Add the cases
Open the customer record, Legal Processes tab, and use Add Process.
3
Set the owner and deadlines
Indicate the case owner and set the deadlines from the movements.
4
Follow up
Turn on monitoring to receive notices in the bell and see the deadlines on the calendar and on the dashboard.
On the dashboard
In Dashboard, the Legal Processes view shows new cases, total, active, critical deadlines, total case value, status by court and the upcoming deadlines.Add a case
Start with the CNJ number.
Notices and deadlines
Movements and due dates.
Monitoring and alerts
Get notified of news.
Customer records
Where the cases live.