TRAINING

From the first click to a complete case.

Short videos instead of thick manuals: every chapter shows one working step on the real system, in a few minutes. The training is part of every introduction and stays available to your team at any time, new colleagues included.

ENGLISH NARRATION, GERMAN INTERFACE

Every chapter below is narrated in English. What you see on screen is the German original, and deliberately so: NotarFlow is built for German notarial practice, and these recordings show the system your German-speaking colleagues are actually working in. The narration names each element in English and gives the German word alongside it once, so that the two can be matched on screen.

An English interface is being prepared; once it is in place these chapters will be recorded against it. Until then this is the honest version rather than a mock-up. The German narration stays available on the deutsche Schulungsseite.

THE CHAPTERS

From the first sign-in to the modules.

Short chapters, recorded on the real system, narrated without haste. What you see is the current state of development of the interface; chapter six gives the overview of the further modules, and deeper chapters follow as those modules are introduced.

1

First steps

Signing in, the four areas of the interface, one matter at a glance: bar, inbox, viewer, working column.

1:10 min
2

Documents & inbox

Dragging files in, scans and PDFs, what the system recognises and how unreadable pages are marked.

0:45 min
3

Checking with the origin jump

The most important move: click a value, jump to the passage in the document, read the confidence figure and “two sources”.

0:58 min
4

Approving & rejecting

Understanding gaps, approving, or rejecting with a mandatory reason, and how every decision lands in the log of the matter.

0:49 min
5

Deadlines & completion

Reading the deadline traffic light with its overdue stage, understanding the completion chain with its due-date gate, and watching the inbox match incoming replies.

1:07 min
6

The other modules at a glance

Knowledge base search with its sources, the escrow checklist, the anti-money-laundering check, appointments and parties, and the estate inventory as a matter type of its own.

1:19 min
7

The complete run

One case from start to finish: appointment and master data, matter and documents, checking with the origin jump, decision with a reason, completion chain with its due-date gate, inbox, escrow, anti-money-laundering duties, deadlines and the closing fee note.

2:48 min
8

The assistant

A question in the chat, the skill runs visibly, the fee note comes to the cent out of the fee engine, and the PDF sits under “Generated” — with its source and a log entry, without anything leaving the building.

2:04 min
9

The assistant and its extensions

Who decides what the assistant may do: the skill shown as it runs, the completion status read off the chain instead of guessed, conversations kept on the matter rather than in the browser, a capability switched off per role — and the remembered rules, which can be taken back.

3:31 min
FOR YOUR INTRODUCTION

Four sheets for the introduction in your own office.

The chapters above show how the system works. These four documents cover what has to happen around it: what goes on the desk, what the team is told beforehand, what is practised in the first week, and what your IT contractor needs to know. No sign-up, made to be printed, hosted here on our own server.

GERMAN ONLY, AND DELIBERATELY SO

These four sheets are used inside a German notarial office: an email to your own team, a sheet pinned up at a German-speaking desk, a page handed to the IT contractor who works on site. An English version would be a translation nobody picks up. The same reasoning applies here as to the legal texts on this site.

The introduction takes four to six weeks and is covered by the setup fee: setting up your instance, taking over your templates and formatting rules, defining the variants and completion chains, a trial run on real matters, and the basic training. These four sheets are the part you hold in your own hands — and the reason nobody has to invent it twice.

BEYOND THE VIDEOS

When videos are not enough.

Is there on-site training as well?
Yes: a day in the office, on your own system, with real matters, for 1,999 € per day. For most teams the videos plus the trial run during the introduction are enough.
What about new members of staff?
The chapters stay available permanently. New team members work through them in a few minutes and are ready to start.
How long until the team works confidently?
The way the system is operated follows one pattern: read on the left, check in the middle, decide on the right. The introduction includes a trial run on real matters; after that, the origin jump is routine.
DEMO

See the system before you learn it.

30 minutes, one real matter. The training afterwards is shorter than you think.

Usually answered the same working day.