Calls during appointments
A private client meeting is not the right time to handle every new inquiry.
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AI Office Manager for Mobile Notaries Capture every notary inquiry
Zweelie is your AI office manager that answers notary calls, captures appointment requests, and keeps client details, documents, and payment follow-ups together.
Customer work for mobile notaries
Zweelie helps mobile notaries manage inquiries while traveling or meeting clients. A request may involve a location, preferred time, several participants, and questions about your services. Keep that administrative information together so you can review suitability and confirm arrangements personally.
Built around the work of: independent mobile notaries, notary business owners, signing-service coordinators.
Mobile app + web platform
Run your business from anywhere.
Answer calls, qualify leads, follow every opportunity, collect payments, and keep customer work organized from wherever the day takes you.
When a request gets lost, the work can follow.
The customer communication problems that mobile notaries need to solve.
What's at stake
Arrangements spread across texts
Location and participant details can be lost in back-and-forth messages.
Unconfirmed requests linger
A person asking about service has no clear next step after the first call.
From the first inquiry to an owned next step
Connect each inquiry with the person and information needed to move it forward.
Collect the administrative request
Gather the service requested, preferred location and time, and best callback information.
Review before confirming
Keep the inquiry and relevant notes on an opportunity for the notary to assess availability and requirements.
Record the arrangement
Your team confirms the meeting outside the receptionist and can send an agreed payment link with the customer history attached.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
Can I request a notary visit at our office? I'd like to ask about the requirements.
Thanks, Hazel. Casey will follow up with you.
Office notarization visitAssigned to Casey Morgan
Thanks, that works for me.
Casey has your request.
HB
Hazel Brooks
1 call
Hazel requested an office visit. The notary will confirm document requirements, availability, and identity checks.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Office notarization visit
Hazel Brooks
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
HB
Hazel Brooks3 files
Drop files hereFiles for office notarization visit
appointment-request.pdfHazel Brooks · Office notarization visit
Documentclient-instructions.pdfHazel Brooks · Office notarization visit
Documentservice-notes.pdfHazel Brooks · Office notarization visit
DocumentForms
Build an intake form around requested notarial service, preferred location, requested time. Accept relevant files and connect submissions to customer opportunities.
Juniper Mobile NotaryRequest a notary visit
Tell our team what you have in mind.
Form submitted
Office notarization visit
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Juniper Mobile Notary$95Office notarization visit
- Customer
- Hazel Brooks
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, ready for the next conversation.
CM
Office notarization visit
Hazel requested an office visit. The notary will confirm document requirements, availability, and identity checks.
Hazel BrooksOffice notarization visitIn progressTB
Evening notary appointment
DraftArman prefers an evening appointment. Ask the notary to review travel details before confirming.
Arman AliEvening notary appointmentOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep every inquiry moving
Keep the requested notarial service, meeting location, and callback preference ready for the notary. Your authorized staff can explain the procedure, complete verification through their approved process, and confirm arrangements.
Zweelie brings customer communication, intake, and follow-up ownership together on web and iOS. Explore our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- Unlimited call minutes*
- Unlimited text messages*
- Unlimited contacts
- Unlimited opportunities
- Multi-location support (up to 3 locations)
- Dedicated onboarding specialist
- All products, including conversations, forms, and reports
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
*Unlimited call and SMS usage is subject to our Fair Use Policy.
Questions from mobile notaries
Can Zweelie organize a mobile notary inquiry?
Yes. Capture the requested service, meeting location, and callback preference for the authorized notary. Your staff explain the procedure, complete the required verification, and confirm the arrangements through the appropriate process.
How does Zweelie help my team follow up?
Keep the requested notarial service, meeting location, and callback preference ready for the notary. Your authorized staff can explain the procedure, complete verification through their approved process, and confirm arrangements.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions.
Related industries
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