Services/Custom Software Development
Most notary office software on the market was built for generic law offices, not for the actual rhythm of a notary practice: case files that mix deeds, wills, and powers of attorney, a protocol book that has to reconcile volume by volume, and clients asking over WhatsApp for the status of their transaction. At AISDC we build custom software that organizes every case file from first contact to closing, keeps track of your protocol and record books, schedules signing appointments, and follows up on fee and duty collection, all with the level of security that handling sensitive client information demands.
We review how you currently manage case files, your protocol, your appointment calendar, and your billing, to identify what can be automated without changing the way you already work.
We define the modules, the transaction types you handle most often, and role-based access rules, respecting the terminology and actual workflow of your office.
We build the system and connect it to the SAT for the Notary Complement, to WhatsApp Business for scheduling, and to your payment and calendar tools.
We train your team, migrate your existing case files, and remain available for adjustments, new features, and technical support as your practice grows.
Centralize every case file with the parties involved, the transaction type (sale, will, power of attorney, incorporation), the documents received, and the current status. Find any file in seconds, no physical folders or loose sheets required.
Automatically tracks your protocol count, deed number, volume, and corresponding record book, avoiding duplicates or gaps that could complicate a review by your state notary association.
Clients book their signing appointment or first consultation through a link or WhatsApp, and the system sends automatic reminders with the documents they need to bring, cutting down on last-minute cancellations.
Records notarial fees and duties for each transaction (Public Registry, taxes, other charges), tracks outstanding payments, and generates receivables reports by client or transaction type.
Issues CFDI invoices with the Notary Complement the SAT requires for real estate transactions, inheritance proceedings, and other acts involving a notary, integrated into the closing of each file.
Protects sensitive client information with role-based access control, automatic backups, and an audit log of who viewed or modified each case file.
Sales, mortgages, and subdivisions that require coordinating appraisals, lien certificates, and the Notary Complement at every closing. The system organizes each file by stage so nothing is left unfinished before signing.
Probate and out-of-court estate proceedings involve multiple heirs, documents arriving at different times, and legal deadlines to track. A centralized case file keeps a document from getting lost across separate folders.
When more than one notary or associate handles transactions under the same practice, the system splits the workload by person in charge without losing visibility into the office's overall protocol.
Notary offices with years in operation accumulate thousands of physical files. We migrate your archive into a searchable digital system without losing the legal traceability of each instrument.
It is a system that organizes the daily work of a notary office: case files, protocol, appointment scheduling, and fee collection, all in one place accessible to the notary and their team. It replaces physical folders and scattered spreadsheets with centralized, traceable tracking of every transaction.
Generic software does not understand concepts like protocol, volume, record book, or the Notary Complement, so you end up patching it with extra spreadsheets. Custom-built software includes that terminology and those rules from day one, following the actual workflow of your office.
Yes. The system tracks deed numbers by volume and record book, prevents numbering duplicates, and keeps a clear record of every instrument, which makes any internal review or a review by your state notary association easier.
Yes. We can integrate CFDI invoicing with the Notary Complement the SAT requires for real estate transactions, inheritance proceedings, and other acts involving a notary, connected to the closing of each case file.
We apply role-based access control, automatic backups, and an audit log of views and changes on every case file. Sensitive client information stays protected while remaining accessible to the people on your team who need it.
Tell us how your real estate business operates and we will propose a system designed for your process.
Talk to AISDC