Intelligence Reports
What changed. Why it matters. What to do.
Intelligence Reports turn news, legislation and case law developments in Brazil into executive reports aimed at your business or client portfolio, with the source and date of every item. Research uses public sources when integrated research is enabled; continuous monitoring requires configuration.
By configuration No API setup by the user when integrated research is enabled. Continuous monitoring requires configuration.
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The expensive problem
Legal and tax changes arrive every day, and nobody has time to read everything. The result is a late reaction: the client asks before the firm tells them, or the company finds the impact once it is already in the price.
- Clients surprised by changes that could have been anticipated.
- Hours spent reading official gazettes, portals and news without focus.
- Information with no source and no date, impossible to cite.
How it works
- Focus Choose the sector, issue, thesis, tax or subject your team cares about.
- Discovery Research looks for developments in public sources, with date and origin identified.
- Synthesis You receive an executive report with facts, context and potential impact.
- Action Points of attention, questions and next steps, ready for review.
What goes into the report
Five kinds of information, always with the source and date of each item.
Case law
Court decisions and developments relevant to the chosen focus.
Legislation
New statutes, regulations and official guidance.
News
Sector and market facts that affect clients or the business.
Risks
Points of attention that could create exposure if ignored.
Opportunities
Changes that open room for an action, a filing or a conversation with the client.
What changes for each person
Partner
Brings the relevant change to the client before the question, with the source to cite.
In-house counsel
Briefs leadership with a short, dated, actionable document.
Leadership
Understands the potential impact and the next step without reading the statute.
Illustrative example
A realistic workflow
An illustrative example, with fictional data, of how the work moves through the platform.
- A firm sets its focus on tax reform for clients in the distribution sector.
- Research finds new official guidance and a relevant decision, each with source and date.
- The report sets out what changed, why it matters for two portfolio clients and what to do.
- The partner reviews it, adjusts the message and approves sending a technical note to the affected clients.
- The recommended actions become tasks in legal management.
Illustrative example with fictional data.
What depends on configuration
- Research in public sources depends on integrated research being enabled for the account.
- Continuous monitoring requires configuration.
- Report items must be checked at the original source before being shared with clients.
Objections and common questions
See all questionsHow often is the report generated?
Reports can be generated on demand. Continuous monitoring on a set schedule requires configuration.
Do I need to set up an API?
No, when integrated research is enabled for your account.
Can I send the report to a client?
Yes, after professional review. Client communications must follow the profession’s advertising and secrecy rules.
Which sources are used?
Public sources such as official publications, court portals and news, with date and origin identified for every item.
Reach the client before the question.
Try Intelligence Reports for seven days, or talk to the team about continuous monitoring.
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