MODULE · DATA CAPTURE

The data arrives structured. Not as an e-mail.

Most of the retyping happens before the matter even begins: details out of e-mails, phone calls and notes. With online data sheets your clients record the details themselves, and what they enter arrives checked in the matter.

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IN DETAIL

From the client into the matter, without a detour.

Data sheets per deed type, under your own name.

There is a fitting data sheet for every deed type: purchase agreement, land charge, power of attorney, formation of a company. You send a link or embed the sheets on your own website, in the design of your office.

  • Pre-configured sheets, adapted to how you work
  • Plain language for clients, the professional logic behind it
  • A link by e-mail, or embedded on your own website
Data sheet · purchase agreement
Seller’s sheet completedReceived
Buyer’s sheet completedReceived
FinancingDetails incomplete

Checked before it reaches you.

Mandatory fields, plausibility, formats: the data sheet does not let gaps through in the first place. If something is missing, the system reminds the client, not your team.

  • Mandatory details enforced per deed type
  • Automatic reminder for incomplete sheets
  • Your team stops chasing details by telephone
Check · automatic
Seller’s identity detailsComplete
Buyer’s German tax IDReminder sent

Straight into the matter, with its origin.

Details that come in open the matter or add to it. Every value carries the data sheet as its origin and feeds the draft, the fee note and the register entry, with no second round of entry.

  • The matter is created out of the data sheet
  • Values with their origin, as with every reading
  • Contradictions against the documents are shown
Matter · new
Deed file opened from the data sheetCreated
Compared with the land register extract1 discrepancy
QUESTIONS ABOUT THIS MODULE

Answered briefly.

Do clients have to create an account?
No. A link is enough; the sheet can be interrupted and continued later. For the office, every state of it is visible.
Where do the data sheets run?
On your own NotarFlow instance, embeddable under your own domain. The details land directly in the system, not with a form service provider.
What about clients who do not use the internet?
Your team can fill in the same sheet internally, after a phone call for instance. The check and the transfer into the matter stay the same.
PRICE

2,499 € a month, per notary.

Setup one-off 2,999 €, including adapting the data sheets to how you work. Considerably cheaper in the complete package with all blocks.

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