A CRM built for notary offices
Clients, acts, appointments and documents in one place — signings confirm themselves, apostilles track themselves, and the register never falls behind.
Free · no signup · a real plan and price in ~10 minutes, in your words.
- to a working prototype
- ~1 week
- to start
- €500
- that track themselves
- Apostilles
Off-the-shelf CRMs were built for a sales team. Not for notary offices.
ID checks and proofs get chased by hand the morning of the signing — and a missing passport means a wasted appointment and a client sent home.
Apostille and legalisation status lives in a thread of forwarded emails, so “where is my document?” becomes a phone call you can’t answer.
The notarial register is updated from memory after a busy day — and one missed entry is a compliance problem waiting to happen.
Fees are invoiced late, if at all, because raising them is a separate job nobody has time for once the seal is on.
See it from the inside
What your CRM would look like — screen by screen.
Not stock screenshots — this is the shape of the system we’d build for notary offices: your records, your stages, your words. Click through the screens.
The notary’s morning screen — today’s signings, acts drawn this month, apostilles in transit — and what the automations already chased.
A real starting point
Here’s the analysis we’d start from — for notary offices.
Not a template. This is the data model, pipeline and automations a business like yours actually runs on — mapped in your words. Your free analysis produces exactly this, shaped to you.
Your system, mapped
Your pipeline, exactly as your CRM would show it — your stages, your words. This is what we build from.
What it tracks
Where customers reach you
Connects to
Busywork the system takes over
- Appointment reminders — day-before SMS with one-tap confirm
- ID & document chaser — collects passports and proofs before the signing
- Apostille tracking — updates the client as documents move through the FCDO and the embassy
- Fee invoicing — raises the invoice the moment an act is sealed
What this replaces — where it hurts today
- Reminder calls made by hand
- Apostille status lost in email
- Register updated from memory
Your price, from your answers
Standard scopePrototype · 1 weekstart here
€500
- Client + act records
- The signing appointments board
- The apostille-tracking automation
Full build
€4,000–€8,000
Estimate — it becomes one fixed price on the free call. Never hourly, no surprises.
What sets your scope
- · Appointment & signing scheduling
- · Apostille & legalisation tracking
- · Acts register & fee invoicing
Run · monthly
€180/mo
Hosting, monitoring, fixes and small improvements.
If you go all the way: ≈ €6,160 first year, all-in — and you own everything. Today's only decision is the €500 prototype.
Questions notary offices ask us
- Does it work with our existing register and ID-verification tools?
- Yes — we build around what you already use. Acts link out to your register, and anything with an export or API, including your ID-verification service, feeds the one screen your front desk works from.
- Notarial records are confidential — is our client data safe?
- Yes. It’s your system, hosted for you, with permissions you set — staff see only what they need, and every document is access-controlled and logged. Nothing is shared with anyone.
- How long until we’re live?
- A working prototype in about a week for €500. The full build usually lands in three to six weeks, depending on how many act types and integrations are in scope.
- Who owns the system and the data?
- You do — entirely. It’s your system, hosted for you, and you can export everything at any time. No per-seat lock-in.
Have a mess like this one?
Book a free 30-min call. We’ll sketch what your version of this system would look like — and put a number on it.
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