2026-09-05 The first real calls have been placed: five ended normally, six failed. Here is what broke.

Notaries

Which papers do I bring is half of the calls.

A notary office gets the same two questions dozens of times a day: which documents are needed for a particular transaction, and when there is a free slot. Both have fixed answers already written down somewhere, and whoever answers is usually the person who should be preparing files.

The assistant states which documents are needed for the transaction asked about, reading from the lists you maintain, offers a free slot from the office calendar, and takes the contact details. It gives no legal advice and does not say what anything costs.

§01 The calls

What rings at a notary office

Every useful call below ends with a person who arrives prepared, which is the only outcome that matters to an office.

The list of required documents

For the transaction asked about, in the order they are brought, with the caveats that matter.

An appointment

A free slot from the office calendar, matched to how long the transaction takes.

Hours and address

Including which days certain transactions are handled.

Confirming the appointment

A short call beforehand, repeating the document list, which is exactly what gets forgotten.

Legal questions

Handed over. An answer here binds the notary.

§02 The flow

From the question to a complete file

The flow has a very concrete practical purpose: to reduce the number of people who arrive at their appointed hour without one document and have to be rebooked.

  1. 01 Establish the transaction Not which document they want, but what they are trying to do. On the phone those two almost never coincide.
  2. 02 Read the list from your documents A knowledge base query with knowledge-only mode on, so it cannot answer from anything else.
  3. 03 Say it will check, when it finds nothing When retrieval returns no suitable passage, the call receives the knowledge-insufficient event and the assistant hands over.
  4. 04 Offer the slot From the office calendar, with the duration appropriate to the transaction, creating the event.
  5. 05 Send the list in writing An SMS or email with the documents and the time, because a list read out on the phone is forgotten on the way home.
§03 The written trail

What stays at the office

The usefulness is twofold: the appointment in the calendar, and the list sent in writing, which is the part that actually reduces rebookings.

What stays at the office
In the calendar The appointment, with the transaction and the name in the description.
The list sent By SMS or email, with the documents required for that transaction.
The contact A row in a sheet, with the transaction asked about and the appointment date.
On the call record The transcript and the knowledge-insufficient events, which show which lists need completing.
§04 Limits

What it does not do for a notary office

A notary answers for what is said from their office, including on the phone, which makes this list stricter than in other trades.

  • It gives no legal advice It does not say what form a deed takes, does not explain legal effects and recommends no solution. It reads a list, and that is all.
  • It quotes no fees It estimates no costs and calculates no duties, because those depend on values it does not have and should not have.
  • It verifies no documents and identifies nobody It does not confirm whether a document is valid and identifies nobody over the phone.
  • No link to notarial systems There is no connector for notary office software. Any link is your own HTTP tool.
  • It takes no declarations and no consent Nothing said on a call has any legal effect, and the assistant is configured to say so when somebody tries.
§05 Questions

What notary offices ask us

How does it know the document list?

From the documents you upload as a knowledge base, with knowledge-only mode on, so it cannot answer from general knowledge about notarial practice. It is updated by changing the document.

What does it do if somebody asks a legal question?

It says the notary gives that answer, and offers an appointment or a transfer. It is configured not to answer partially, because half a legal answer is more dangerous than none.

Can it call to confirm appointments?

Yes, through a short campaign, repeating the document list during the call. It is in fact the most useful outbound call for an office, because it prevents exactly the morning rebooking.

How long until it works?

The technical part is an afternoon, following the first-assistant guide. The long part is writing the document lists in a form it can read, and that is done once and stays done.

§07 Set it up

See it working on your own business

Five short steps. At the end, if you want one, an AI assistant rings you and handles a call the way it would handle yours.

  1. 01 Your business
  2. 02 What we found
  3. 03 What it should do
  4. 04 Connections
  5. 05 Your number

What you get, and what it costs

  • A telephone number of your own, answered by an assistant built from what your website says. You can ring it the same day, from the phone in your pocket.
  • Five steps, about four minutes. Reading your site takes half a minute, and after payment the number is usually live in under a minute.
  • One payment: €3.00 for the first month of the number, plus the credit your calls are drawn from — the smallest bundle is €10.00. No subscription, no contract.

Calls cost €0.12 a minute, whoever rings and from wherever.

  • €10.00 roughly 83 minutes of talking
  • €20.00 roughly 166 minutes of talking
  • €50.00 roughly 416 minutes of talking

From the second month the number costs €3.00 a month, taken from the same credit. If the credit will not cover it the number keeps answering for 14 days before it goes back to the pool.

What the assistant knows is built by reading your website, and an automated reading can get things wrong. That is why step two shows you everything we found, with a link to the page each fact came from, and you correct it before you pay — not after your first real call.

Nothing is built and nothing is charged until you pay. What you fill in is saved, and the link brings you back to it.

Two things to start

Your business name and your website. Everything else we look up and show you at the next step, so you confirm rather than type.

Optional. With it we can check what we tell you; without it, everything at the next step stays marked unverified.

Usually leave this alone. Change it if the people who ring you speak a different language from this page — a Bucharest hotel with foreign guests, say. It also decides the language your website is read in, not just how the phone sounds.

Notes

  1. 1 The tools named on this page are the ones in App\Services\Integrations\ConnectorRegistry carrying implemented. Anything that is only in the catalogue, without that flag, is not named here as though it worked.
  2. 2 Knowledge-only mode requires at least one knowledge base attached to the assistant, and publish-time validation enforces it. It is described in the knowledge-base guide.