Requirements by service
Property sales, wills, powers of attorney, company formations: the agent explains requirements and documents using your information.
- Checklist by service type
- Office-approved responses
- Requirements sent via WhatsApp
Notary offices24/7 AIRemote service worldwide
AI agents for notary offices: clear requirements, status without calls
The agent explains requirements by service, receives documents and answers the status of each deed with what your team records.
An AI agent for notary offices is an artificial intelligence assistant that answers on WhatsApp, web and email, handles administrative tasks using your information and hands off to a person when needed. AppsySoftware designs it, trains it on your data and has it running within weeks, for notary offices in the US, Canada and Mexico.
⏱️ Every late reply is a customer comparing you with someone else. An AI agent answers in seconds, day and night.
The challenge for notary offices and how an AI agent helps
At a notary office many calls are the same: what a property sale, a will or a power of attorney requires, roughly how much it costs and what stage a deed is at. Answering them ties up staff who should be preparing case files.
An AI agent answers those questions with the information the office approves, receives documents for preliminary review and gives status updates based on what your team records. Decisions and notarial authority remain with the notary.
What's included
What an AI agent for notary offices does
Every agent is trained on your real information and rules.
Document intake
Receives IDs, prior deeds and certificates, and flags anything missing.
- Files organized by case
- Missing-document detection
- Alerts to the person in charge
Deed status
Clients check what stage their matter is at without calling the office.
- Stages defined by the office
- Signing and delivery notices
- History by case file
Signing appointments
Schedules signings and review meetings based on the availability of the notary and their team.
- Synced calendar
- Reminders with instructions
- Automatic rescheduling
WhatsApp, web and email
The agent answers on your WhatsApp Business number, on your website and by email.
- WhatsApp Business API
- Website chat widget
- Email inbox
Human oversight
You set the limits, review conversations and take over whenever you want.
- Approved responses
- Full conversation history
- Handoff to a person
What changes with an AI agent
No message goes unanswered
Messages at night, on weekends or while you're busy: every one gets a reply.
Your time goes to expert work
AI handles the repetitive tasks; you and your team focus on what takes judgment.
Follow-up that sells
Automatic reminders and follow-ups win back customers you used to lose.
Your questions, answered
Frequently asked questions
Can the agent quote notarial fees?
It can share the ranges or fee items the office decides to publish and clarify that the final amount depends on reviewing the case. It never commits to a cost you haven't approved.
Can it be used by notary offices with high real estate volume?
Yes. That's exactly where it helps most: real estate agencies and banks ask about the status of many files at once, and the agent answers with the information your system or team records.
How is personal data handled?
It is stored encrypted, with access restricted to the notary office and in line with the privacy policy you specify. The agent only shares case file information with authorized people.
How much does an AI agent for notary offices cost?
It depends on the channels, the tasks it needs to handle and the integrations with your systems. The assessment is free and you get a fixed-price quote within 24 hours.
Do you work with clients outside Mexico?
Yes. Our team is based in Mexico and works remotely with professionals and businesses across the country and abroad, in both English and Spanish.
Put AI to work in your business
Book a free 30-minute assessment: we'll tell you what to automate first and what it would cost.
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