> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Add and manage cases

> Register a case by its CNJ number in the customer record, assign an owner, update the data and generate orders or sales from it.

Each case lives inside a customer's record. Just enter the CNJ number (the Brazilian national case numbering standard) and Notfy imports the case cover: court, parties, status and case value.

## 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.

If the query fails, the screen shows **Error importing**. Check the number and the balance.

## The case list

| Column | What it shows |
| :- | :- |
| **Case ID** | CNJ number. |
| **Tribunal** | Responsible court. |
| **Case Value** | Declared amount. |
| **Status** | Case status. |
| **Last updated** and **Last sync** | When the data was updated. |
| **Monitoring** | **Active** or **Inactive**. |

## Edit and assign an owner

Use **Edit** on the case row. The fields are:

| Field | Use |
| :- | :- |
| **Case ID**, **Subject** | Case data. |
| **Responsible** | Who follows the case. Option **Unassigned**. |
| **Status** | **In Progress**, **Completed**, **Overdue** or **Pending**. |
| **Settlement / Closing Amount (R\$)** | Optional. Leave blank to remove. |

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:

| Action | What it does |
| :- | :- |
| **Update Case** | Updates cover, movements and hearings. New movements become notices for you to set the deadline. Shows the cost and asks for **Confirm Update**. |
| **Sync History** | Fetches only the most recent movements and hearings, without updating the cover. |
| **View PDF** and **Download PDF** | Opens or downloads a PDF of the case with Notfy's data. |
| **Delete** | Removes the case and the local deadlines. Before that, stop monitoring to avoid charges. |

## 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](https://docs.notfy.ai/en/financeiro.md).

## Frequently asked questions

> [accordion] 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.

> [accordion] 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.

> [accordion] Error importing appeared.
>
> Check the CNJ digits and the query balance. If the error persists, contact support.

> [card] [Notices and deadlines](https://docs.notfy.ai/en/juridico/avisos-prazos.md)
>
> Turn movements into deadlines.

> [card] [Monitoring](https://docs.notfy.ai/en/juridico/monitoramento-alertas.md)
>
> Automatic tracking.


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