Legal advice


Clients request legal assistance through the form.
The card goes through an initial phase of screening, where the person in charge of the judiciary must inform whether the request will demand external support.
If necessary, the card must go through an External Support phase and then continue the flow of Legal Assistance.
In the Judicial Service phase, the person in charge will work on demand and inform if extra information from the client is needed.
If necessary, the card must be moved to the Aditional Information phase. If there is no need, the card must be moved to Legal Assistance 2.
At this stage, it will be determined whether there is a need for internal alignment. If necessary, the card must be moved to Alignment with Managers otherwise, the card should be moved to Customer Response.
In the Response stage, the controller will formulate the final feedback that will be sent to the client via automatic e-mail on the Completed phase.

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Template structure

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  • 1. Client

  • 2. Email

  • 3. Phone

  • 4. Department/Business/Area

  • 5. Object

    • Contract
    • Report
    • Lawsuit
    • Consultation
    • Other
  • 6. Service time

  • 7. Notes


  • 1. Legal assignee

  • 2. Has external support been requested?

    • Yes
    • No
  • 3. If external support is needed:

  • 4. If external support is needed:


External support

  • 1. Return about the request

Legal service 1

  • 1. Is additional information by the client needed?

    • Yes
    • No
  • 2. Information needed

Additional information

  • 1. Additional documentation provided

  • 2. Additional information provided

Legal service 2

  • 1. Is internal alignment needed?

    • Yes
    • No

Alignment with managers

  • 1. Managers

  • 2. Alignment

Answer to the client

  • 1. Legal department assignee

  • 2. Answer to the client


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