Training, Testing, Certification in the legal concerns of your company with the ability to send Field Agents to 32 states (and growing).Read more
Meetings are created, tracked, audited, and reported back to you in extensive detail for your complaince systems and reporting needs.Read more
Our online processing system allows you to track the progress of meetings, signatures, and documents at all times with optional SMS & email alerts.Read more
Our DocVerify process creates a templated audit report of the important Who, When, Where details with two forms of verification following your requirements.Read more
Comprehensive reporting engine allows you to print, save, or export data for all certifications, meetings, signings, and documents
You can choose to be notified of scheduled meetings, status, and completed documents via SMS text and/or emails.
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.
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.