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NOTARIES
AI agent for appointment scheduling in notary offices
A chaotic signing schedule overwhelms the office and frustrates clients: the agent coordinates every notarisation appointment, confirms attendance and reminds clients in time of the documents needed to sign.
AI agent for appointment scheduling in notary offices
An AI agent for appointment scheduling in notary offices integrates with your tools and current flow, with human supervision and traceability. Before automating we define the task, exceptions and success criteria.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent adapts to your sector and real process, not the other way round.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
A chaotic signing schedule overwhelms the office and frustrates clients: the agent coordinates every notarisation appointment, confirms attendance and reminds clients in time of the documents needed to sign.
THE CHALLENGE
appointment scheduling in notary offices
In appointment scheduling in notary offices, manual work is slow, depends on staff and leaves room for error; automating it without knowing the sector's flow is a risk. The difference is an agent with rules, exceptions and control, built for your operation.
Overlapping signings
Deeds and appearances are booked without margin and two operations end up coinciding in the same room.
Incomplete documentation
The client arrives without an ID or the background documents and the signing is cancelled with the office ready.
Notifying the parties
Coordinating buyer, seller, bank and agency by phone is slow and prone to date errors.
APPROACH
appointment scheduling in notary offices
An agent with rules, exceptions and milestone control, adapted to your sector.
Classifying the type of act
The agent identifies whether it is a sale, power of attorney, will or certificate and assigns the expected duration.
Pre-checking documents
It reviews which documents are missing for each signing and asks the client to provide them before confirming.
Coordinating the parties
It reconciles the availability of all parties and proposes slots that fit the notary's schedule.
Confirmation and reminder
The notary approves the appointment and the agent sends confirmation and reminder to each party.
DELIVERABLES
appointment scheduling in notary offices
An operational, traceable agent under your control.
Overlap-free signing schedule
A calendar of appearances with a duration per act type and no room clashes.
Pending documents list
A per-operation list of the missing documentation so the signing is not postponed.
Confirmations sent
Evidence of the confirmations and reminders sent to each party of the notarial act.
Weekly room summary
Expected occupancy of rooms and notaries to redistribute slots in advance.
TRUST
AI applied to real sector processes with supervision
AI agents adapted to your sector's real operations since 2008, with human supervision, traceability and milestone control in Barcelona, Madrid and remote. Code and documentation under your control, without lock-in.
- Adapted to your sector's real operation.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
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