The problem
A request arrives by email without stating the procedure type.
Automation
Classification by rules and keywords; if unclear, clarification is requested.
Operational result
The request has an assigned type or is pending clarification.
Notary offices
Fewer back-and-forths over incomplete documents.
Every procedure has its list of requirements and every request arrives incomplete in a different way. An orderly workflow classifies, compares and creates the task for what is missing; whatever is ambiguous is decided by a person.
Concrete examples
The problem
An ID copy or a supporting document is missing.
Automation
Comparison against the procedure’s requirement list and creation of a pending task.
Operational result
An exact list of what to request from the client.
The problem
A case mixes procedures or has special conditions.
Automation
It is flagged as ambiguous and handed to a person with the reason.
Operational result
A person validates only what truly needs it.
The problem
Nobody knows the status of each request.
Automation
Status is logged at each step of the workflow.
Operational result
A board of requests by status.
Important: The document requirements in the demo are configurable examples and must be validated with the relevant notary office. The simulation does not replace legal validation.
See more detail
Typical processes
- Request intake
- Procedure classification
- Required-document list
- Missing-documentation check
- Task creation and status logging
- Handover of ambiguous cases
Information it handles
- Request details
- Received documents
- Requirement rules per procedure (configurable)
- Status and tasks
Sample rules
- Sample requirements per procedure type, editable by the office
- If any mandatory document is missing, a task is created
- If the procedure type is doubtful, it is handed to a person
What needs human approval
- All legal validation
- Interpretation of requirements
- Cases mixing procedures or with special conditions
- Any official act or document
Related demo
Process automation for notary offices →
Demo with fictional data. Nothing is saved or sent.
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