Notary Book
SmallLegal · Staff, applicant
Simple appointment and document prep tracking for notaries.
Built in this build
- Online appointment
- Required document list
- Queue tracking
- Appointment management
- Document list
- Settings
- Document list suggestion
- Plain guidance
- Simple transaction summary
Vision (needs external services)
- Appointment reminder
- Calendar (.ics)
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Online appointment
- Required document list
- Queue tracking
Admin modules
- Appointment management
- Document list
- Settings
AI capabilities
- Document list suggestion
- Plain guidance
Automations
- Appointment reminder
Analytics & reports
- Simple transaction summary
Integrations
- Calendar (.ics)
Mobile
- Document checklist
Roles & permissions
- Staff
- Applicant
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