Notary management made easy

An all-in-one notary software. Get booked online, manage clients and documents electronically, capture e-signatures, notarize virtually, get paid, and grow – from anywhere. Secure and friendly e-notary software.

* No credit card required

Client Management

Secure doc management & record-keeping

Reduce paper clutter with the friendliest notary CRM software to manage your clients, build client profiles, and store notarized information, notary forms and documents. Secure and accessible from anywhere remotely.

Notary client app & history

Build a database of your clients with a 360-degree view of client profiles at your fingertips. Store client details like contact info, appointment history, property information, alerts, birthdays, and even their invoices/payment history.

Notary document management

Store notary documents (such as wills, POA, declarations/affidavits, invitations, contracts and agreements, scan backs, and more) faster, easier, and more securely than paper-based records.

Digital notary records

Easily identify pending forms (such as transaction info required for notarization or title transfer) and follow up with a click. Quickly add follow-up appointments complete with the forms required.

Automatic electronic filing

Automatically link your notarized documents to your client records and appointments. Retrieve ad-hoc notes in a pop-up style and access everything from anywhere you are, across any device.

Online Booking

Automatic scheduling for notaries

The most loved online booking experience. Reduce scheduling time, send automated reminders and bring in more clients with 24/7 online booking.

  • 24/7 notary online booking system

  • Get booked from your website, Google, the Yocale Marketplace and beyond.

    Smart-match notary services (or appointment requests) with the appropriate staff member booked in the right room.

  • Client portal

  • Empower your clients with a self-service portal to easily manage their appointments, online forms, invoices, and even provide you SEO optimized online reviews.

  • Smart schedule management

  • Flexibly design your online booking schedule. Only offer certain services on Mondays? Need less time for consultations? Customize your schedule.

    Block time off so your calendar only shows when lawyers and resources are available.

  • Reception & staff notifications

  • Trigger reception and staff alerts for all appointments. Trigger notifications via text, email and the notification feed so you can fill last-minute openings.

    Reschedule with a single click.

  • Collect information in advance

  • Collect information and link forms (consent) to the booking process. Asks questions and collect pre-appointment information for the specific notary service for an automated notary workflow management. Forms will be saved in each client’s record.

  • Auto booking policies & payments

  • Incorporate rules and policies like minimum notice time, cancellation, or waivers in your booking process and require clients to complete and/or sign off.

    Save cards on file or accept deposits for built-in no-show protection and faster check-out.

Get booked from your website, Google, the Yocale Marketplace and beyond.

Smart-match notary services (or appointment requests) with the appropriate staff member booked in the right room.

Empower your clients with a self-service portal to easily manage their appointments, online forms, invoices, and even provide you SEO optimized online reviews.

Flexibly design your online booking schedule. Only offer certain services on Mondays? Need less time for consultations? Customize your schedule.

Block time off so your calendar only shows when lawyers and resources are available.

Trigger reception and staff alerts for all appointments. Trigger notifications via text, email and the notification feed so you can fill last-minute openings.

Reschedule with a single click.

Collect information and link forms (consent) to the booking process. Asks questions and collect pre-appointment information for the specific notary service for an automated notary workflow management. Forms will be saved in each client’s record.

Incorporate rules and policies like minimum notice time, cancellation, or waivers in your booking process and require clients to complete and/or sign off.

Save cards on file or accept deposits for built-in no-show protection and faster check-out.

Appointment Reminders

Nix no-shows with automatic reminders

Professional, automatic appointment reminders. Increase attendance and reduce follow-up time. Complete with directions, forms, links to the self-serve portal and more.

Client appointment reminders

Reduce no-shows without any effort via automated email and SMS reminders.

Outstanding information reminders

Get more time back so you can spend more time with your clients.

Scheduling (Calendar)

The smoothest office flow

A smart, online calendar for the most efficient administrative desk!

Custom email & SMS reminders

Confirm and remind clients of upcoming appointments by email and text.

Get clients prepared for their appointment, from parking directions to consent forms, and even have the booking added to their personal calendar.

Multi locations & staff

Manage your multi-location notary complete from one central location complete with online appointment books for every location and staff member.

Plus, get custom “Book” buttons with a different theme or language.

Easy, snappy scheduling

Quick-add appointments or recurring appointments based on custom availability.

Plus, rearrange with a simple drag and drop.

Smart notary calendar

Have the instant scheduler easily find the earliest available appointment of staff without without having to dig.

Plus, get pinged whenever clients make any changes, leave reviews or pay!

Online Forms

Electronic paperwork & e-signatures

Automatic electronic notary forms. Capture information electronically – 80% faster than paper and no manual work involved! Link forms to the online booking process for completely automatic notary workflow management and filing.

Electronic paperwork & forms library

Electronic paperwork & forms library

Use notary forms templates (e.x intake forms or wills) to collect information like government ID or transaction details and further customize per your notary services. Eliminate the hassle of paper forms by converting any of your existing forms into a digital form.

Automate send-out & filing

Trigger questions and forms to be sent out automatically depending upon the notary service. View your notary forms saved in your client’s record and track the completion status. Set rules like when forms or make completion mandatory in order to complete the booking.

Capture electronic signatures

Securely capture electronic signatures on all documents and have documents saved in each client’s record.

Invoicing & payments

Your notary at a glance - Quick notary invoicing & payments with an insightful dashboard

Automatic notary services, upfront payments and 1-click check-out. Also reduce your payment processing fees with wholesale rates and get notary reports to keep your business on track.

Automatic invoices, 1-click invoicing

Auto-generate invoices from your notary invoice template and process payments in a click – all from your Yocale smart calendar. Easily add additional items like ad-hoc services (document copies, long documents, additional witnesses) with a drag and drop and process with a click.

Daily sales

See a daily invoice list to help reconcile your cash registry. Also track whether payments come through cash, Stripe, a physical card terminal or others.

Business insights on your notary public

Get insights on your revenue, notary service performance, your staff utilizations and even when is a good time to take vacations!

Upfront payments

Protect against no-shows (and get paid faster) by accepting upfront payments during the online booking process. Email receipts with the pay button so clients can pay at their leisure.

Wholesale rates & reliable hardware

Reduce payment processing fees by up to 67% with wholesale rates. Also accept payments on a range of industry-leading, reliable hardware with advanced reporting, inventory management, and more.

Online Notary

Secure, online consultations & notarizations

Secure, integrated virtual appointments for your online notary. Offer clients the convenience of virtual enotary appointments

Securely meet on any device & e-sign

Your online notary via fully encrypted virtual sessions. Securely have clients sign documents online and have your notary forms with their electronic signatures saved in each client’s record. By default, meetings are also automatically private and guests cannot enter without a meeting link. 1-click connect, HD video and audio.

Collect client records in advance

Be super prepared for every notarization with integrated video conferencing and collect client information like copies of ID in advance. simply click to join your virtual appointment directly from your calendar and have client documents at your fingertips. Plus, you’ll easily be able to see if a client hasn’t completed this information so you can follow up with a click.

Interactive whiteboarding

Enhance your virtual notary with next-generation whiteboarding: use whiteboard annotations to draw and better explain legal and conveyancing documents, all on a shared whiteboard. Also share your screen and upload presentations

Marketing

Grow your notary business & be found online

Notary business software with built-in marketing.

An SEO-optimized webpage

Grow your notary business with greater online presence with an SEO-optimized web profile page on Yocale Marketplace that will bring you higher up in search results so clients find you notary online. Use alerts on your profile page to let people know about special promotions. If you’re just starting out, have your profile page act as your own website!

“Book now” buttons

Appear higher in Google search results by adding “Book now” buttons to your website and booking links on your social media channels. Book buttons also make it easier for clients to book more appointments online and help fill your schedule 24/7.

Automatic reviews

Automatically request reviews after each appointment to build your online presence. You’ll get notified with the added flexibility to approve them before they’re live.