Efficient Management of Office or from your organization's Legal Department


• Management of internal Issues and Judicial Proceedings;

• Current Account Litigation;

• Access to a digital agenda that allows you to control schedules, tasks and deadlines;

• Management and control of profitability of retainer contracts;

• Registration and processing of all the efforts made;

• Automation of routine tasks on external platforms (Ex.: Citius);

• Specific Access to your customer (sharing of documents, status of processes).






It is difficult to meet the consolidated information of a File or Judicial Process?

With a minimum number of clicks, you can have a complete view of the files and the whole processes underway, Pending Tasks and Performed Tasks, Emails exchanged, Occurrences recorded, archived documents and, of course, Actors.


Do you struggle with the difficulty of quickly locating a draft or document?

The central archive of Documents allows you to not only direct access to any document or draft registered in ToBeFlow, as also gives you the possibility to manage the internal library of your Office or Legal Department.


Are you often interrupted by phone calls to request points related to the ongoing processes?
The Intranet for Clients allows a limited and totally controlled view of the existing information of each file or Process. The access credentials are managed by themselves, as well as the type of information that can be consulted.


Do you handle a large number of litigation processes, that keeps you for hours in front of a Citius portal?

Large part of required interactions with the portal Citius are routinely and, as such, can be automated. Everything always falls under the full control of the lawyer, an irreplaceable element in all of these procedures.


Follow each case efficiently

File - the subject handled internally
The creation of Files is a great way to isolate all the information related to a subject or event, of a customer.
The ToBeFlow allows close monitoring of all stages that each File crosses.

Judicial Process - when the subject is run on an external body
The ToBeFlow allows you to follow the Stages and States of a Process, even when it runs in external body. For example, Court.

Nothing is left unbilled

Is the invoice to the customer really applied all the time in their affairs?
The ToBeFlow allows you to regulate the administrative activities through the daily record in TIMESHEET activities, as well as the costs to be charged.

The ToBeFlow implements the concept of Validation of times and costs. Through this feature, all values will be duly analyzed and classified into one of the following options:

‣ Should be charged to the customer - will be reflected in the account to submit
‣ Should be considered under an Retainer
‣ Should not be charged, and should in this case be identified the reason

Optimize the batch processing

Working on a large number of Judicial Proceedings?
The ToBeFlow fully integrates the feature of REMOTE MACROS - an additional service with its own characteristics, which has automate and powering Interaction with institutional portals, such as the CITIUS.

Centralize all Emails exchanged

Access to e-mail exchanged related with a particular Dossier is facilitated with the use of the ToBeFlow. Regardless of the email address used, the message is automatically copied to the Emails of that Dossier.
A particular Dossier has several contacts with several email addresses? The messages are registered, in the same way!
This classification system has the following characteristics:

‣ Is executed automatically and scheduled, privileging with less hours of work with the platform
‣ Allows delete domains and addresses in this process, in order to ensure confidentiality

Drag, Sort, Store and then See

You can Drag'n Drop files directly to the platform
The ToBeFlow allows you to a Digital file and Organized documents, so you can see in total mobility.

‣ Archive attorney Forensic as well as pleadings
‣ Organize their models of Draft and share them with your Office or Legal Department
‣ Retain important articles
‣ Create the Knowledge Base of your Office or Legal Department

Efficient Management of Retainer Contracts

You know the profitability of your Retainer Contracts?
The management of Retainer Contract in ToBeFlow is a feature especially important when you need to measure the effectiveness of your Office or Legal Department.
At the time of Registration costs or Activities in TIMESHEET, the ToBeFlow allows you to associate each one of these to an Retainer.
The terms and conditions of each Retainer will be defined in each case and determine the behavior of the platform:

‣ Retainer Contract limited, or not, in terms of the number of hours or Contract bounded
‣ Retainer Contractlimited, or not, in time

Performance Indicators

Because we only manage, what we know...
The ToBeFlow gives you access to a set of statistical indicators, extracted directly from existing information.
Measure the activity of your Office or Legal Department, using KPIs such as:

‣ Salvage Value of a portfolio
‣ Total Recovered in current month
‣ Profitability of Lawyers
‣ Profitability of Stipends Paid
‣ Performance of Lots

Your customer has a very own channel of access to information

Is it often interrupted by phone calls to request a point-of-situation?
The ToBeFlow solves this problem.

Through the use of client portal, you can give access to the information related to the issues that your customers have open in your Office or Legal Department.
The client portal is a factor of differentiation as well as customer loyalty.

In the case of Legal Departments, it is still an added value in the sense that it makes it possible for other departments to place requests, freeing its resources and time.
This access is configured by you, entity by entity, determining the type of information that you will allow to be accessed.