Before you start
- The company must use the Law segment (Advocacia).
- You need permission to edit integrations.
- Use of queries depends on the legal balance available to the company.
- To request full case files, have the digital certificate required by the lookup service.
Create the integration
1
Open the integrations
In Settings, open Integrations and click to create an integration.
2
Choose Notfy Processos
Under Integration Type, select Notfy Processos, enter the Integration Name and save.
3
Open the legal configuration
In the saved integration, open the Legal Processes tab and review the synchronization, alert and certificate options.
Configure synchronization
Under Sync Frequency, choose Daily, Twice Daily or Weekly. Turn on Enable Automatic Monitoring so Notfy automatically monitors all legal cases and sends the configured alerts. On each case, the Monitoring action lets you adjust that case’s frequency or stop tracking it. Use this action when a case needs a different rule from the general configuration.Deadline alerts
Effective alerts depend on a confirmed deadline on the case. After using Set deadline, enter the lead time under Alert Days Before and choose the Alert Notification Channels: in-system notification, the user’s WhatsApp or email. Follow the notices in Notices and deadlines and in the notification center. Each deadline alert consumes AI credits, according to the notice shown in the form.Notfy records movements and suggests information for the deadline, but defining the legal date remains the team’s responsibility. Check the movement and adjust the deadline in Notices and deadlines.
Certificate for full case files
In the certificate section, choose the Certificate Mode. When the option requires its own certificate, upload a.pfx or .p12 file, enter the Certificate Password and use Send Certificate to Escavador.
The certificate can be general for the company or defined per user, according to the options shown on the screen. To replace the general certificate, use Remove Certificate and upload the new file.
After the setup
- Add a case in a customer’s Legal Processes tab using Add Process.
- Use Update Case or Sync History for a manual check.
- Turn on Monitoring on the case when you want a different frequency from the integration.
- Follow notices in the bell, deadlines on the Calendar and indicators in the Legal Processes dashboard view.
Common problems
Legal cases
See the usage flow in the Legal module.
Case files and documents
Consult PDFs and request documents.