When to use
- When receiving a new case and wanting to follow it.
- To keep each case’s cover, movements and owner up to date.
Before you start
- A company in the Law segment (Advocacia) with the Notfy Processos integration active.
- Available balance for legal queries.
- Permission to view and edit the customer records.
- The case number in the CNJ format:
NNNNNNN-DD.AAAA.J.TT.OOOO.
Add a case
1
Open the customer
Go to Registrations, Customers and open the customer.
2
Go to the cases
Open the Legal Processes tab.
3
Click Add Case
At the top of the list, click Add Case.
4
Enter the number
Fill in CNJ Number. If the format is wrong, Invalid CNJ number format appears. The window shows the cost of the query, which is deducted from the balance.
5
Confirm
Click Confirm with the amount. Case added successfully appears and the case enters the list.
The case list
Edit and assign an owner
Use Edit on the case row. The fields are:
The owner receives the case alerts and the calendar events are placed under their name. Without an owner, alerts go to all users in the company.
Update the data
On the case row, the Actions group offers:Create an order or sale
Select one or more cases and use the bulk actions Create Order or Create Sale. The case number goes along in the service invoice text. Cases that already have a service order appear as an error, and you should remove them from the selection. Once created, the row shows View Order. See the overview in Financial.Frequently asked questions
The Legal Processes tab does not appear on the customer.
The Legal Processes tab does not appear on the customer.
The company must be in the Law segment (Advocacia) and have the Notfy Processos integration active. Also check your profile’s permissions.
Can I link a case to a lead, rather than a customer?
Can I link a case to a lead, rather than a customer?
Currently the cases tab is available in the customer record. Convert the lead into a customer to register the case.
Error importing appeared.
Error importing appeared.
Check the CNJ digits and the query balance. If the error persists, contact support.
Notices and deadlines
Turn movements into deadlines.
Monitoring
Automatic tracking.