jurídico.by Catalisa
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Let's get acquainted
The firm's knowledge base

Use your firm's knowledge base in every client interaction.

Organize contracts, legal arguments, policies and authorized materials in a knowledge base that supports conversations and work preparation.

Explore for my firmTest client service
YOUR KNOWLEDGE BASE IN USE

From firm material to a response with sources.

Organize knowledge by source, subject and jurisdiction. The team finds the material in the context of each request.

  1. Organize the material
    Initial contact checklistFirm material

    Contracts, guidance and templates become part of the authorized knowledge base.

    ConsumerPortuguês
  2. Preserve the context

    The source stays with the information.

    Source
    The firm's knowledge base
    Jurisdiction
    Brazil
    Review
    Team responsible

    The same subject may involve different materials depending on the country and case context.

  3. Use it in client service
    Which documents are missing to prepare the consultation?
    Selected sourceInitial contact checklist

    The conversation connects with the firm’s guidance and the documents already in the case.

See the context behind the response

The team opens the source, checks the material and decides how to continue the service.

Material used
Initial contact checklist
Situation
Consultation preparation
Next step
Check the documents with the person responsible.

Illustrative scenario with fictional documents.

A response with a source

See the source of the information used in client service.

The question brings up excerpts from authorized materials. The team can open the source and understand the context used to prepare the response.

Illustrative question
The client has already sent the contract. What do we need to prepare for the consultation?
Consulting selected sources

Context for the team

The contract is already in the history. Collect the initial account, check what is missing and send the preparation to the person responsible.

Source 01

Initial contact checklist

Firm document · example
Collect the account, identify the document provided and gather what is missing before the consultation.

Fictional excerpt to demonstrate the information’s source.

Firm documents

The team’s policies, contracts, templates and guidance.

Legal arguments and references

Materials selected for the case’s subject and jurisdiction.

Previous cases and legal documents

Authorized examples to guide work preparation.

Client and service

Account, history, documents and next steps from the context.

Conceptual demonstration · fictional people, documents and cases

For your firm

Organize the work. Keep your approach to legal practice.

Tell us how your team serves clients, which systems it uses and where your routines need to improve.

Explore for my firm