Case-bound entries, act type, signer, fee, location, evidence reference, amendments, and export.
Open module -> CasesOne file for appointment, signer, documents, journal entry, evidence, notes, and completion status.
Open module -> VaultPhotos, PDFs, uploads, OCR-assisted extraction, hashes, legal hold, and retention settings.
Open module -> RONVideo ceremony flow, identity status, recording retention, state readiness gates, and vendor setup.
Open module -> E-SealCommission details, certificate wording, e-notary enrollment support, and PDF signing workflow.
Open module -> BookingAppointment intake, availability, client details, signer contact info, reminders, and conversion into cases.
Open module -> MoneyDefault prices by act/category, service line items, payment status, subscriptions, and storage tiers.
Open module -> ReportsDate ranges, cases, journals, revenue, outstanding balances, expenses, tax summaries, and exports.
Open module ->Every notarial act should live inside a case workspace. The case holds the client, appointment, documents, signer, service lines, evidence, fees, and status. The journal entry is created from that same case so the legal record and the business record agree.
State-aware journal fields, notarial act categories, signer details, fee charged, location, evidence references, edits/amendments, exports, and date-range filtering. Back to tiles
Open date, edit date, delete date, full activity log, service line items, case status, linked appointment, linked journal entry, and bulk creation of journal entries from selected cases. Back to tiles
Multiple images, document uploads, passport/ID OCR review, thumbprint type marker where used, user confirmation before saving extracted data, legal hold, storage usage, and exportable evidence packages. Back to tiles
RON mode should stay separate from pilot mode. Production RON needs state authorization, identity proofing/KBA vendor status, video recording policy, audit trail, retry flows, and recording retention by state. Back to tiles
Commission details, certificate authority info, digital certificate dates, certificate wording, PDF signing workflow, notary e-signature/stamp assets, enrollment checklist, unenroll/re-enroll support, and state-specific guidance. Back to tiles
Client email/phone, appointment type, availability, week/month/year views, reminders, online booking page, website embed/link, and automatic case prefill from bookings. Back to tiles
User-editable service categories, default pricing by act, multiple services per case, Stripe billing for subscriptions, payment methods, ACH/card options, storage tiers, and upgrade prompts when limits are reached. Back to tiles
Month, quarter, year, custom date ranges, subtle start/end date pickers, journals, cases, revenue, expenses, mileage, outstanding balances, storage usage, and exports. Back to tiles
Rules, retention, fees, RON readiness, and journal fields should be tracked by state and reviewed before production launch.
Capture what is needed, avoid unnecessary sensitive storage, and keep the audit trail readable.
Subscriptions, storage tiers, booking, payments, categories, reports, and administration support the operating business around the notary.
We can scope journal/case binding, evidence capture, booking, pricing, reporting, or RON readiness as the first pilot workflow.
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