Bring client onboarding, document collection, AI-supported checks, compliance review, signing preparation and archive control into one secure white-label environment.
Active
128
Signing
11
Risk
3
5 of 7 documents detected · 1 missing
Passport · Proof of address · Source of funds
3 cases ready for approval
Maas family · Signed 14:32
Retention 20y · Encrypted · Audit trail
Secure portal
Sign in as a client or as part of the office team.
Intake speed
From scattered emails to guided intake
Document control
Every upload, version, rejection and approval traceable
Compliance readiness
KYC, UBO, PEP, source-of-funds and audit evidence in one flow
Management visibility
Live overview of bottlenecks, workload and signing readiness
Paste any company website and we'll instantly extract the name, mission, vision, tone and color palette — then spin up a private demo portal that looks and feels like yours.
Try: vandijk-notarissen.nl · loyens.com · yournotary.example
The everyday tax
Today
With NotaryFlow
Case flow
Every case moves through the same secure rail — visible to the client, the team and the director.
Request
Client requests a service or quote.
Login
Secure portal access with welcome video.
Upload
Guided document checklist per service.
AI Check
Completeness, type and category detection.
Compliance
KYC, UBO, PEP, sanctions, risk score.
Review
Assistant and legal employee handover.
Notary
Final approval and exception handling.
Signing
Digital or in-office, evidence captured.
Archive
Retention, audit trail and backup.
Role cockpits
Every department sees the same case from the angle they need — no more shared inboxes or hidden bottlenecks.
Submit requests, upload documents, sign.
Sees
Service journey, missing docs, messages.
Enter Client demoCoordinate intake and chase missing items.
Sees
Inbox, intake queue, client follow-ups.
Enter Assistant demoKYC, UBO, PEP, sanctions, risk routing.
Sees
Risk dashboard, evidence, escalations.
Enter Compliance Officer demoDraft and verify legal substance.
Sees
Drafting queue, deeds, cross-checks.
Enter Legal Employee demoFinal approval, signing readiness, sign-off.
Sees
Approval queue, exceptions, signing room.
Enter Notary demoOversight, workload, risk and revenue.
Sees
Live dashboard, KPIs, pipeline.
Enter Director demoEvery role in a notary office gets a workspace built for their job — and only what they need to see. Pick a role below to enter the live demo as that user.
Demo session · no credentials required · switch roles anytime from the top bar
Services
AI layer
Before anyone reviews a case, the platform helps structure the intake, detect missing documents, summarize status, and route work to the right person.
Detects missing documents per service.
Auto-categorizes uploads by deed type.
Flags incomplete data before review.
One-paragraph snapshot for any role.
Composite KYC, PEP and source-of-funds signal.
Routes work to the right cockpit.
Plain-language answers in the portal.
Drafts, summaries and search across the case.
AI supports the workflow. The notary remains the final authority.
Compliance · audit · archive
Every action is logged, every document is versioned, every signing produces evidence. The whole case file can be exported for inspection in one click.
Notarial Archive
Encrypted · 20y retention
Director dashboard
The director no longer needs to ask. The platform shows where time is spent, where risk is building up, and where revenue is moving.
Director cockpit
This week · Amsterdam office
128
42
18
11
3
1.4d
7
0.78
€420k
62
99.8%
26
Operational wins
Client clarity
Clients see what is missing, what was rejected, and what must be uploaded next.
Guided intake
Each service has its own checklist, language and required evidence.
Compliance early
AI surfaces missing KYC evidence before it reaches a notary's desk.
Document control
Store, version, preview, approve and archive every file with audit trail.
Visibility
Where is each case stuck, who owns the next step, what is overdue.
Signing-ready
Move from notary approval to signing with clear evidence captured.
Experience the portal
Step into any role and explore the same case from their cockpit.