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snori for notary offices

Enquiries, appointments, recurring checklists and public presence in one place – snori orders your notary operations, keeping case files out.

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As a notary you work precisely and discreetly – yet the operation around your cases often runs on the side: enquiries in your inbox, appointments in the calendar, checklists rebuilt in ever new variants, referrals in your head. snori brings exactly that part into one place, alongside your notary software and without touching confidential case content.

The operation around the deed

Your professional software handles the cases themselves, and binding deadline control stays there. But who orders the incoming enquiries, the recurring document checklists, the season of appointments, the public presence that brings the right enquiries? As long as that spreads across notes, calendar and quick words in passing, it costs you a few minutes of searching every day – and the overview that marks a well-run notary office.

How snori sets up your notary day

You create a workspace, pick the notary office template world – and your space is filled. Not a blank page, but a framework for notary operations: enquiries with a status, an appointment frame as an overview, recurring checklists as shareable templates, network and public presence. snori is explicitly not a place for confidential deed or case files – those belong in your notary software. Here you order the operation around them.

The pages snori creates for you right away

  • My business – positioning, brand profile and wordings as the foundation
  • Enquiries – every enquiry with status and next step, just the thread up to the appointment
  • Appointment frame – an overview of certification appointments and follow-ups; binding deadline control stays in the professional software
  • Document checklists – recurring checklists as a shareable template, without concrete party data
  • Tasks & steering – everything open in one place
  • Marketing & content – a content plan and key messages for the right enquiries
  • Knowledge & resources – text blocks and ready-made AI prompts
  • Documents – shareable pages for information sheets and your own legal texts

Your AI helps out – only as far as you allow

Connect ChatGPT, Claude or another AI directly to your notary workspace. It can then sort open enquiries, prepare a checklist or turn your positioning into a post – but strictly within your limits and without case data you simply don't store here. Your AI can never do more than you can: for each area you decide whether it may only read, add to, or touch nothing, and you can hide individual pages from it. Because snori versions every change, nothing is lost when you experiment. You can also use snori entirely without AI – the connection is an extra, never a requirement.

Share checklists and information sheets cleanly, one page at a time

A document checklist before the appointment, an information sheet on the process, a guide for your website: in snori you turn a single page into a shareable link – with no account needed for the recipient and without exposing the rest of your workspace. You add your own logo, hide the snori note, protect it with a password or expiry date, and see in the overview how often it was opened in the last 24 hours, 7 or 30 days. Concrete party data stays out of it – you share the template, not the case.

Secure, German, nothing gets lost

Notary content is highly confidential. snori stores your data encrypted in an ISO/IEC 27001-certified data center in Germany, two-factor sign-in is mandatory, and every page can be rolled back to an earlier state. Deleted items sit in the trash for 30 days. So you work with peace of mind – even when an AI is reading along.

Frequently asked questions

Does snori replace my notary software?

No. The cases and binding deadline control stay in your professional software. snori orders the operation alongside – enquiries, appointments, checklists and public presence.

Does case data belong in snori?

No. Confidential deed and case content you deliberately keep out. snori holds the organisational frame, without concrete party data.

Do I have to build everything myself?

No. When you create the workspace you pick the notary office template, and the relevant pages appear immediately. You just adapt them to your operation.

Can I work with my team?

Yes. You invite staff with roles and fine-grained page access – from full access to read-only or fully hidden.

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