Notaries
From property transactions to wills, give your clients a clear next step and your team an overview of the documents received.
Request my trialYour starter templates
Templates included from the start, ready to tailor to each client.
Your matters change. Your process stays simple: a starter template, the right people and a checklist you can adapt to the file.
In your everyday work
Explore the use cases and document checklists included in your firm’s starter templates. Adapt them to fit each client.
01Included template
Bring together identity documents, property information and lender documents. Your team can see what is missing before preparing the next stage of the matter.
Documents to collect
02Included template
Collect the offer to purchase, lender commitment and property documents. Shared documents are requested once; identity documents stay associated with each person.
Documents to collect
03Included template
Give the seller a clear list of property documents to provide. Keep the deed, certificate of location and requested statements together.
Documents to collect
04Included template
Prepare for the appointment with a short request for identity and civil status documents. Tailor the instructions to each client’s situation.
Documents to collect
Your firm chooses the documents needed for each engagement. Everyone invited to a matter can view its documents; use separate matters when access must remain separate.
More practices, the same portal
Individuals, self-employed clients and corporations: organized document collection for every accounting engagement.
ExplorePurchases, renewals, refinancing and self-employed income: clear checklists for your borrowers.
ExploreSeparation, civil litigation and new matters: structure document collection from the first conversation.
ExploreDoes your practice have its own requirements? Build your catalogue and templates around the way you work.
ExploreYour next matter can be simpler
30 days to try it. No credit card required.