Notaries
Appointments, document checks, deadlines and secure handovers – organized, with no legal advice.
What Anni handles here
- Intake without advice matter, parties involved, deadlines.
- Checklists for each type of matter.
- Prioritizes deadline matters.
Typical calls
- Certification / signatureType, persons, ID, appointment
- Property purchase / escrowParties, property, timing
- Company formation / company registerLegal form, shareholders, documents
- Will / advance directiveAppointment + document preparation
SetupHow to prepare for launch4
- Define types of matterCertification, purchase agreement, company formation, will
- Create checklists6–12 items per matter
- Appointment types & durationsincl. buffers & blocked times
- Deadline ruleswhen to escalate
WorkflowsWhat Anni actually does4
Matter intakeType of matter, parties involved, deadline, document status – summary.
Document checklistsSend a short checklist per matter + store it in the ticket.
Deadline logicDeadline < X days → high priority + notification.
Appointment windowsBooks according to the duration of the matter – prevents overbooking.
IntegrationsData sources and systems3
CalendarAppointment types, duration, buffers
Ticket/CRMMatter, parties involved, status
Secure document linksUpload instead of email attachments
Integrations with your own systems are available from the Business package.
Measurable impactMetrics that change4
↑Completeness of documents
↑Appointment lead time
↑Callback quality
↓Interruptions
Privacy & limitsWhat deliberately doesn't happen2
No legal advice from AIAnni organizes – the legal review stays with the notary's office.
Document protectionSensitive data kept to a minimum; documents via secure channels.
PitfallsCommon mistakes and how to avoid them2
- Intake questions too open-ended5–8 required questions per matter.
- Insecure document channelsOne upload link as the standard.
Frequently asked questionsShort, honest answers2
Can Anni explain legal content?Only information on process and organization.
How do you keep callers from telling the whole story?A clear question tree: details in the appointment – only the key facts now.
