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With monitoring on, Notfy follows the case and notifies the team in the bell when something changes, without you having to query the court.

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When to use

  • To be notified of new movements without checking manually.
  • To avoid missing deadlines.

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Before you start

  • The case must be registered. See Add a case.
  • Available balance for legal queries. Monitoring is charged periodically, according to the frequency.

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Enable monitoring

1

Open the case

In the customer record, Legal Processes tab, locate the case.
2

Open Monitoring

In the Actions group, choose Start Monitoring. If it is already active, the button is Update Monitoring.
3

Choose the frequency

Under Frequency, select Daily, Weekly or Monthly. The window shows the cost of each option.
4

Public documents

If you wish, check Include public documents. This increases the cost.
5

Confirm

Confirm. Monitoring enabled appears and the Monitoring column now shows Active.
To stop, use Stop Monitoring and confirm with Yes, stop. You can reactivate whenever you like.
Before deleting a case with active monitoring, use Stop Monitoring to avoid continuous charges.
When an urgent deadline (critical or near due) is detected on a case that is not monitored daily, Notfy may start tracking it more frequently. This also uses the query balance.

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Which alerts you receive

All of them arrive in the notification center (the bell). Deadline alerts are checked twice a day, and each urgency level alerts once. If the urgency increases, the person is notified again. Movement notices (with no deadline set) do not generate a due-date alert. Who receives them: the case owner. Without an owner, the whole team.

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On the dashboard and in reports

Critical deadlines appear on the dashboard, in the Legal Processes view. See also the Cases report.

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Frequently asked questions

Check that monitoring is Active and that deadlines are set. Without a set deadline there is no due-date alert. Also check the case owner.
If the query balance runs out at renewal, monitoring is ended and the team receives a notice. Restore the balance and activate again.
Currently, deadline and movement alerts arrive through the dashboard bell.

Notices and deadlines

Set due dates.

Notifications

Where to see the alerts.
Last modified on November 10, 2026