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CATALISA / Law firms

Legal

Initial screening via WhatsApp and organized case information for the legal team.

01

In-house knowledge base

02

Firm routine

03

Different structures

The journey
01

A message opens the case

The person messages the office on WhatsApp, even outside business hours.

02

Triage finds the right team

Customer service organizes the request and uses the context and the institution's policy.

03

The knowledge base informs the answer

The firm's legal theses, filings and materials are available for contextual reference.

04

The query meets the schedule

The appointment is booked in the professional's calendar and can take place by video.

What this composition organizes.

01

In-house knowledge base

Firm knowledge available in client service, research, and internal work.

02

Firm routine

Deadlines, structured documents and follow-up actions tracked through configuration.

03

Different structures

The product covers law firms and independent attorneys, each with their own calendars and referrals.

Accountability and context.

Legal analysis and responsibility for the case remain with the professional. The site distinguishes what is proven in operation from what is enabled through configuration.

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