In a notary office, every file involves many documents and many exchanges. Clerks and staff spend a significant amount of time checking that everything is complete and preparing documents. FlowOS helps with these steps.
Check that the file is complete
From a list of expected documents, agents spot missing or incomplete items and prepare reminder letters.
Summarize documents
Surveys, titles, articles of association, contracts: FlowOS produces a structured summary of the documents provided, so team members can go straight to what matters.
Prepare meetings
A preparation note gathers the key elements of the file and the questions to raise with clients.
Drafting deeds, checking them, and signing them remain the notary's responsibility. FlowOS works upstream, on preparation.
Privacy
Access to files is partitioned by project and by role. Data hosting conditions are presented and validated with the office before any deployment.