Reserve with Google
Notary management made easy
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.
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.
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24/7 notary online booking system
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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.
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Client portal
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Empower your clients with a self-service portal to easily manage their appointments, online forms, invoices, and even provide you SEO optimized online reviews.
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Smart schedule management
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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.
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Reception & staff notifications
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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.
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Collect information in advance
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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.
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Auto booking policies & payments
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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.