Trained and Certified

Training, Testing, Certification in the legal concerns of your company with the ability to send Field Agents to 32 states (and growing).

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Face To Face Meetings

Meetings are created, tracked, audited, and reported back to you in extensive detail for your complaince systems and reporting needs.

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Electronic Workflow Tracking

Our online processing system allows you to track the progress of meetings, signatures, and documents at all times with optional SMS & email alerts.

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Quality Control

Our DocVerify process creates a templated audit report of the important Who, When, Where details with two forms of verification following your requirements.

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Secure Cloud based systems

All data systems are secured behind SAS 70 Type II Certified data centers with Redundant Netowrks and continuous monitoring.

Your Training...Your Tests

We develop the online training and testing materials based on your needs. All tests, certifications, meetings are available to you.

Nationwide Agents

Our Service-Match System locates all Field Agents within close proximity to your client for Face-to-face meeting.


Meeting tracking system with reporting and data exports.

Comprehensive reporting engine allows you to print, save, or export data for all certifications, meetings, signings, and documents

Real-time notifications

You can choose to be notified of scheduled meetings, status, and completed documents via SMS text and/or emails.

Third-party independent agents

Our firm hires these agents to perform as representatives of your law firm to conduct face to face meetings with prospective clients. The majority of field agents will have a notary license, but will not be acting as a notary in these instances.

Compliance verification

The field agent must also verify the client’s identity, make sure the client understands the program, verify all required material is disclosed, and answer any questions the client may have.

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