Notary office solutions
Organize intake, detect which documents are missing and hand to a person whatever needs legal validation.
The problem
Each procedure arrives through a different channel with incomplete documents, and someone must check one by one what is missing, request it and track the status of each case.
What can be automated
- Intake and classification of the procedure type.
- List of required documents based on configurable rules.
- Missing-document checks and creation of pending tasks.
- Status tracking of each request.
- Handover to a person of ambiguous cases or those needing legal validation.
See more detail
How it works
We gather the procedure types and requirements your office uses.
We turn them into configurable rules your team can review.
The request comes in, is classified, compared with the requirements and a task is created if something is missing.
Anything ambiguous is not decided: it goes to a person with the reason.
Applications that could be involved
- Intake form or email
- Spreadsheet or internal tracking system
- Google Drive or other document storage
- Messaging for notices
Information it handles
- Request and procedure details
- List of received documents
- Requirement rules per procedure type
- Status and pending tasks
What needs human approval
- All legal validation
- Ambiguous or unusual cases
- Interpretation of requirements
- Any official act or document
Important: Integrations are possibilities subject to each provider’s APIs, permissions and capabilities. We do not promise universal compatibility.
What can be measured
- Requests received by type
- Requests with incomplete documentation
- Time from receipt to complete file
- Cases sent to validation
Related demo
Process automation for notary offices →
Demo with fictional data. Nothing is saved or sent.
Industries where it applies
Related services
Business process automation · Business dashboards and reports · AI chatbot for WhatsApp and Telegram
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