Notary offices
During a signing, appointments get booked and discretion is kept. A deed reading is not interrupted. The AI agent books appointments, notes the type of deed in one sentence and sends a summary. Nothing about a file is said on the phone.
What the AI agent does for a notary office
The calls your trade receives, what the AI agent does, and what you receive. Anything missing is noted and passed on, never made up.
Talk to the AI agentAppointment for a deed
I need to sign a property sale.
Type of deed noted in one sentence, slot read from your calendar, booked.
Ongoing matter
Is my deed ready?
Nothing is said on the phone. The question is noted, the office calls back.
Documents to bring
What do I need to bring?
Your list, by type of deed, as you wrote it.
Practical questions
Are you open on Saturdays? Where can I park?
Your hours and directions.
Fees and timelines
How much does it cost and how long does it take?
Only what you have written. No timeline promised, the question is noted.
The call note that reaches the office
A call summary, exactly as the AI agent sends it. Four things are always in it.
- The number, read back: digit by digit, confirmed before the call ends.
- The type of deed in one sentence: no question on the substance asked over the phone.
- What is left for you to do: or “nothing to do” when the request has been handled.
- Urgency: any preferred deadline is noted exactly as the caller said it, never promised.
On the Business plan, the same summary can also go to your CRM.
Ready for your trade in three steps
What the AI agent takes from your website, what you add, and the test call before you open the line.
A test call from your dashboard, in the browser, before you switch on call forwarding.
Start for freeWhat the AI agent never does
Three limits that apply to every call. The question is noted and passed on, never settled over the phone.
Book a demoThe AI agent knows your vocabulary
The terms of your trade, added to the AI agent's vocabulary: understood and spelled correctly.
Frequently asked questions
Everything to know about the AI agent for a notary office.
Can an opinion on a deed be given over the phone?
No, never. The AI agent never comments on a deed or a clause. The question is noted with the name and number, and reaches you in the summary.
What happens if the call is about an ongoing matter?
Nothing about a file is discussed on the phone. The AI agent notes the question and passes it to the office, which calls back.
Does this replace my office staff?
No. The AI agent takes calls during signings and after closing. The office staff stay in charge of the files.
What happens to callers' data?
By default, no voice is recorded: recording only runs if you switch it on, and callers are then told. The number and the call summary are deleted after 30 days, or after the delay you choose.
Can a call be transferred to the office?
Yes, to a number of your choice, in the cases you have defined.
Other trades: law and fiduciary
The same AI agent, set up for another trade.
Related reads
How does an AI phone agent work?
What happens between the first word on the line and the summary in your inbox, where the agent's answers come from, and what happens to your callers' data. No jargon.
How much does an AI phone agent cost in Switzerland?
CHF 29 to 249 a month to start, but 50 to 500 minutes included, or no minutes counted at all. How to read the prices and the extra minutes, and what a person would cost instead.
Call the AI agent to book a signing appointment.
Two minutes is enough to judge the tone and the discretion.