Initial client service
Welcome people contacting the firm and prepare the next step.
Jurídico welcomes the request, collects the account and organizes the referral. The profile defines questions, language and when the team needs to take over.
Product / Catalisa Jurídico
Organize legal work, from initial contact to the next step.
Client service, knowledge, consultations and operations in one process. Choose the work you want to organize and connect the product’s other capabilities to your firm’s routine.
One connected offering
From the incoming request to the work that needs to continue.
Each step keeps the context for the next. Explore the product’s capabilities through the work your firm does.
Firm knowledge
Use your sources within each case’s context.
Policies, contracts, legal arguments and authorized materials help prepare the work. Source, jurisdiction and language stay with the selected resources.
Consultations and documents
Lead the meeting and review the prepared material.
The copilot supports the consultation context. The record, account and guidance are organized for the lawyer to check, adjust and release.
Management and continuity
Track the case, the person responsible and the next action.
New requests, consultations, documents, tasks and follow-ups make up the firm’s overview. Routines connect the team’s work and defined handoffs.
Integrations and automations
Add intelligence to the systems you already use.
Connect client service and next actions to the access available in your firm. Authorized integrations, email and manual entry can be part of the process.
Practice across jurisdictions
Work with legal sources from different countries.
Organize legislation, documents and references by country, jurisdiction and language. Context supports the case’s preparation and professional review.
Every role contributes to the same work.
Legal reception↔Lawyer responsible↔Virtual roles↔Firm team
For your firm
Explore for my firmOrganize 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.