> ## 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.

# Set up Notfy Processos

> Enable Notfy Processos to track court movements, set up alerts, control deadlines and consult case files in the Legal module.

**Notfy Processos** connects the Legal module to the case lookup service. Once configured, it can update cases, identify movements, warn about deadlines and request public documents or full case files.

## 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](https://docs.notfy.ai/en/juridico/avisos-prazos.md) and in the notification center.

Each deadline alert consumes AI credits, according to the notice shown in the form.

> [!NOTE]
>
> 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](https://docs.notfy.ai/en/juridico/avisos-prazos.md).

## 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.

> [!WARNING]
>
> The certificate and its password are sensitive data. Do not send them in messages or place them on public pages. Removal requires a new upload for full case files to work again.

## After the setup

1. Add a case in a customer's **Legal Processes** tab using **Add Process**.
2. Use **Update Case** or **Sync History** for a manual check.
3. Turn on **Monitoring** on the case when you want a different frequency from the integration.
4. Follow notices in the bell, deadlines on the **Calendar** and indicators in the **Legal Processes** dashboard view.

## Common problems

| Situation | What to check |
| :- | :- |
| The integration does not appear | The segment must be **Law** (Advocacia) and the feature must be enabled for the company. |
| The case does not update | Check that the integration is active, that **Enable Automatic Monitoring** or the case's monitoring is on and that there is legal balance. |
| Full case files are not available | Review the certificate mode, the file's validity and the certificate upload to the service. |
| I do not receive alerts | Check that there is a confirmed deadline on the case and review [Notices and deadlines](https://docs.notfy.ai/en/juridico/avisos-prazos.md). |

> [card] [Legal cases](https://docs.notfy.ai/en/juridico.md)
>
> See the usage flow in the Legal module.

> [card] [Case files and documents](https://docs.notfy.ai/en/juridico/autos-documentos.md)
>
> Consult PDFs and request documents.


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