Legal

Clear requirements, complete files and scheduled signings without chasing anyone

Your AI agents respond on WhatsApp, social media, web chat, phone and email to anyone who needs a property deed, a will, a power of attorney or to incorporate a company. They explain requirements, receive documents, schedule signings and share updates at every stage; legal judgment and notarial authority remain with the notary.

I want an AI agency for my notary office See plans

Notary offices and public commercial brokers● Online

Simulated sample conversation. Not a real customer.

What eats your time today

The phone rings all day with the same question: "What do I need for a will or a power of attorney?"
Files arrive incomplete and signings get rescheduled because a certificate or an appraisal was missing.
Clients, real estate agents and banks ask every day about the status of a deed.
Coordinating a signing with several parties, a bank and a real estate agent is a puzzle.
Will Month and year-end closings multiply requests and the team can't keep up.

Your AI agents

AI Receptionist

Replies instantly with the general requirements for each procedure the office has approved and introduces itself as an automated assistant.

Document Assistant

Builds the checklist by type of transaction (sale, will, power of attorney, incorporation), receives files via a secure link and tells each party what's missing.

Signing Scheduler

Proposes times that work for all parties and confirms with each one which ID they need to bring.

Deed Status Agent

Shares the stage the team logs: file complete, draft, signing, recording with the Public Registry and delivery of the certified copy.

Estimate Assistant

Collects the details the office needs to prepare the estimate of fees, taxes and duties, and sends it once approved.

Your customer journey, automated

Pick a stage to see what the AI does.

Lead capture

The client, real estate agent or bank contacts the office; the AI replies and records the type of transaction.

Qualification

Identifies the transaction, the parties involved, the property's location and whether a mortgage is involved.

Appointment

Books a review with the office's attorney or goes straight to document intake.

Service

Assembles the file, requests anything missing and sends the estimate approved by the office.

Follow-up

Schedules the signing, reminds all parties and gives notice of recording and delivery of the certified copy.

Loyalty

Invites clients to review or update their wills, offers other services and asks for reviews.

Included automations

Instant reply with general requirements by type of transaction, as approved by the office.
Document checklist per party with individual reminders until the file is complete.
Internal alert when a file is complete and the draft can be prepared.
Delivery of the approved estimate and tracking of the deposit when applicable.
Signing date coordination across multiple parties with confirmations 48 and 24 hours before.
Stage updates to the client and to authorized real estate agents and banks: draft, signing, recording, delivery.
Will Month outreach campaign with review appointments.
Review request after the certified copy is delivered.

Data saved in your CRM

Type of transaction (sale, will, power of attorney, incorporation, other)
Parties involved and contact details for each
File status (incomplete, complete, in draft)
Signing date and time
Post-signing stage (recording, delivery)
Referred by (direct client, real estate agent, bank)

Compliance and AI limits

The AI only shares general requirements approved by the office; it gives no legal or tax advice and doesn't interpret individual cases.
The content of wills and the client's wishes are never discussed over chat; they're handled directly with the notary or their team.
Professional confidentiality is respected: the AI verifies identity before sharing updates and only reports stages to third parties the client has authorized.
Personal data and documents handled under Mexico's LFPDPPP data protection law, received through a secure link and covered by a privacy notice.
Tax and duty calculations are made by the office; the AI only sends estimates that have already been approved. Criteria should be reviewed with your legal advisor.

Integrations

Office calendar and signing rooms
Secure document uploads per party
Payment gateway for deposits
Email and WhatsApp Business
Your notarial management system via export or custom integration

What we measure

First response time
Requirement questions resolved without a phone call
Files completed before the signing date
Signings rescheduled due to missing documents
Status inquiries handled automatically

Frequently asked questions

Can the AI calculate taxes on a property sale?

No. It collects the details so the office can make the calculation, and once the estimate is approved, it sends it to the client.

What information does it give about wills?

Only general requirements and how to book. The content of the will and the testator's wishes are handled in person with the notary.

Can it update real estate agents and banks?

Yes, for the contacts the client has authorized, and only the stage of the process, with no sensitive data.

How does it coordinate signings with several parties?

It proposes times, confirms with each person and reminds them which ID to bring. If someone can't make it, it reschedules and notifies everyone.

Does it help during Will Month?

Yes. It handles the volume of requests 24/7, explains requirements and fills the review calendar without overwhelming the team.

Recommended plan for your business

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AI Reception

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US$419 /moUS$4,123 /year

Pay annually: US$4,123/year · you save US$905 (18% off for a limited time)

18% off for a limited time · equals US$343.58 per month · you save US$905

+ US$639 setup (one-time fee)

The setup fee is invoiced before your account is activated.

First year: US$5,667First year: US$4,762

AI assistant on WhatsApp, Instagram, Facebook, and website chat
Knowledge base with your information
In-conversation booking, connected to your calendar
Instant reply to every new lead
Automatic replies to keyword comments on Instagram
Appointment reminders with confirmation, plus rebooking for no-shows
CRM with pipeline, calendar, contacts, and team alerts
Service in 6 languages included

For businesses that get lots of messages and lose customers by not replying in time.

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