Software for a notary office
Cases, documents and deadlines in one place, instead of searching through shared folders.
About the project
Notservis needed software that could handle the specifics of notarial work: strictly prescribed document formats, deadlines and a traceable record of every step. We delivered a case management app and connected business software, both working with the same data.
Results
Every case in one place
Documents, deadlines and client communication are no longer scattered across folders and emails.
Fewer manual steps
Recurring tasks are handled from templates instead of being retyped.
A clear view of the workload
Management can see how many cases are sitting where, without having to ask around.
Goal
Bring all work on cases and documents into a single system. Until then, it was spread across several tools and shared folders, which meant manual retyping and the risk of someone working on an outdated version.
Challenge
Notarial work follows procedures that can't be simplified to suit the software, so we were the ones who had to adapt. That's why most of the time went into understanding how the work actually runs, before we wrote the first line of code.
Solution
The app takes a case from opening to archiving, keeps track of deadlines and generates documents from templates. The business side builds on it with a workload overview, so management has a picture of operations without manually compiled reports.
Thanks to Softero's solution, our profits have grown significantly. They are partners who understand specific business needs and know how to deliver measurable results.
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