Demo with fictitious data
Client portal and deadlines
Clients follow each stage of their matter and send the documents on the list through the portal. The firm sees the week’s deadlines by date and each client’s file, where it checks the documents received. Tap the screens to try it.
Client portal, on a phone
Your matter
Retirement request
- Area
- Social security
- File
- 2026/031
- Lawyer in charge
- Helena DuarteOAB/UF 00.000
Stages
Done on 11/03
First meeting
We talked about your work history and your retirement options.
Done on 11/05
Engagement letter and power of attorney signed
The work plan and fees were agreed in writing.
NowCheckedNext
Sending your documents
Send the documents on the list through the portal. The review starts once they are all in.
of 6 documents received
NowCheckedNext
Review and contribution time calculation
We check each period and calculate your contribution time.
NowCheckedNext
Filing with the INSS
We file the request with the documents and the calculation.
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Following the request
We let you know about every update.
File 2026/031
Documents
of 6 documents received
Send a clear photo or a PDF file. We check every document and let you know if a page is missing.
Photo ID and CPF
Received on 11/05
Proof of address
Received on 11/05
CNIS statement
In the Meu INSS app
Received on 11/06
Work booklets
Every page with an employment record
PendingSent just now · being checkedChecked
PPP forms from employers
Ask each employer’s HR
PendingSent just now · being checkedChecked
Contribution slips
If you paid as self-employed
PendingSent just now · being checkedChecked
All documents have been sent. The firm will check them and let you know when the review starts.
Contact the firm
Questions about your matter? Message the lawyer in charge on the firm’s WhatsApp.
Helena DuarteOAB/UF 00.000
Message on WhatsAppMonday to Friday, 9 AM to 6 PM
Rua dos Pioneiros, 780, suite 302, Centro · Your City, UF, Brazil, 00000-000
Law firm, on a computer
This week’s deadlines
- Due today
- 23
- Next 7 days
- 10
- Done
| Deadline | File | Client | Lead | Due in | Done |
|---|---|---|---|---|---|
| Tuesday, 11/17Today | |||||
| Check documents sent through the portal | 2026/031 | HD | Today | ||
| Response to the expert report | 2025/118 | RK | Today | ||
| Filing of documents | 2025/204 | HD | Today | ||
| Wednesday, 11/18 | |||||
| Reply | 2025/162 | RK | Tomorrow | ||
| Mediation hearing, 2 PM | 2025/204 | HD | Tomorrow | ||
| Thursday, 11/19 | |||||
| Contract opinion | 2026/007 | RK | 2 days | ||
| Friday, 11/20 | |||||
| Administrative appeal | 2026/019 | HD | 3 days | ||
| Motion for clarification | 2025/118 | RK | 3 days | ||
| Monday, 11/23 | |||||
| Judgment enforcement calculation | 2025/162 | RK | 6 days | ||
| Tuesday, 11/24 | |||||
| Follow-up meeting | 2026/007 | RK | 7 days | ||
| Update on the review | 2026/019 | HD | 7 days | ||
File 2026/031
Você (cliente do demo)
Retirement request
- Area
- Social security
- Lawyer in charge
- Helena Duarte OAB/UF 00.000
- Client since
- 11/03/2026
- Stage
- Sending your documentsReview and contribution time calculation
Documents
| Document | Received | Status |
|---|---|---|
| Photo ID and CPF | 11/05 | Received |
| Proof of address | 11/05 | Received |
| CNIS statement | 11/06 | Received |
| Work booklets | —just now, through the portaljust now, through the portal | PendingChecked |
| PPP forms from employers | —just now, through the portaljust now, through the portal | PendingChecked |
| Contribution slips | —just now, through the portaljust now, through the portal | PendingChecked |
This client’s deadlines
- 11/17 Check documents sent through the portal
File 2025/118
Marcos Vieira
Labor claim
- Area
- Employment law
- Lawyer in charge
- Rafael Kuhn OAB/UF 00.001
- Client since
- 08/14/2025
Documents
| Document | Received | Status |
|---|---|---|
| Work booklet | 08/20 | Received |
| Payslips from the last 2 years | 08/20 | Received |
| Termination statement | 09/02 | Received |
This client’s deadlines
- 11/17 Response to the expert report
- 11/20 Motion for clarification
File 2026/007
Agropecuária Serra Verde
Farm lease contract
- Area
- Agribusiness and real estate
- Lawyer in charge
- Rafael Kuhn OAB/UF 00.001
- Client since
- 01/22/2026
Documents
| Document | Received | Status |
|---|---|---|
| Articles of association | 01/25 | Received |
| Rural property deed | 01/30 | Received |
| Rural Environmental Registry | — | Pending |
This client’s deadlines
- 11/19 Contract opinion
- 11/24 Follow-up meeting
File 2025/204
Família Brandt
Probate
- Area
- Family and estates
- Lawyer in charge
- Helena Duarte OAB/UF 00.000
- Client since
- 10/09/2025
Documents
| Document | Received | Status |
|---|---|---|
| Heirs’ certificates | 10/15 | Received |
| Property deeds | 10/28 | Received |
| Bank statements | 11/10 | Received |
This client’s deadlines
- 11/17 Filing of documents
- 11/18 Mediation hearing, 2 PM
File 2026/019
Lúcia Fernandes
Benefit review
- Area
- Social security
- Lawyer in charge
- Helena Duarte OAB/UF 00.000
- Client since
- 03/11/2026
Documents
| Document | Received | Status |
|---|---|---|
| Award letter | 03/12 | Received |
| CNIS statement | 03/12 | Received |
This client’s deadlines
- 11/20 Administrative appeal
- 11/24 Update on the review
File 2025/162
Comercial Pinheiro Ltda.
Contract collection
- Area
- Business and contracts
- Lawyer in charge
- Rafael Kuhn OAB/UF 00.001
- Client since
- 09/03/2025
Documents
| Document | Received | Status |
|---|---|---|
| Signed contract | 09/05 | Received |
| Invoices | 09/05 | Received |
| Notice sent | 09/18 | Received |
This client’s deadlines
- 11/18 Reply
- 11/23 Judgment enforcement calculation