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AI agent for notaries

Notarial Act Legality Screening Agent

Decide quickly and safely whether a requested notarial act can proceed.

DecisionsComplianceRisk managementLegal
See how it worksGet access
Notarial Act Legality Screening Agent: what goes in, what the agent does and what you get

What it does

Notaries must decline acts outside their authority: giving legal advice, notarizing a document with blank sections, or acting without a present signer. When an unfamiliar document comes in, the agent reads the document type, checks for blanks, missing signer details or a request for advice, and compares the request with the notary's authority in the state. It marks the act as proceed, fix first or decline. It drafts a polite explanation for the client, with what to fix if the issue is fixable. When the signer fixes an issue, it re-checks. The notary approves the decision and the message. Edge case: a form has a blank date field, so the agent marks fix first and asks the client to fill it.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Client sends a document 2 USES A TOOL Read the document and the act requested 3 DOES Check for blanks, missing signer details andunsigned pages 4 DOES Check the act against the notary's authority and thestate rules 5 CHECKS THE RESULT Is the request within the notary's authority? If not: Mark decline and draft a polite explanation.Back to step 3. 6 CHECKS THE RESULT Is the document complete and ready? If not: Mark fix first and list what the signer mustcomplete. Back to step 3. 7 YOU APPROVE Notary approves the decision and the client message 8 USES A TOOL Send the approved message 9 USES A TOOL Re-check the document after the client revises it 10 RESULT Proceed, fix first or decline record
Read the steps as a list
  1. Client sends a document
  2. Read the document and the act requested
  3. Check for blanks, missing signer details and unsigned pages
  4. Check the act against the notary's authority and the state rules
  5. Is the request within the notary's authority?If not: Mark decline and draft a polite explanation. Back to step 3.
  6. Is the document complete and ready?If not: Mark fix first and list what the signer must complete. Back to step 3.
  7. Notary approves the decision and the client messageThe agent waits here for your OK.
  8. Send the approved message
  9. Re-check the document after the client revises it
  10. Proceed, fix first or decline record

How it decides

It checks completeness, signer presence and ID, and whether the request needs legal advice. Complete and within authority is proceed, fixable is fix first, and outside authority is decline.

  • A request for advice on content is a decline
  • A blank section or missing date is fix first
  • An act on a document the signer cannot confirm is a decline
  • Never accept an incomplete certificate wording

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • State rule set
  • Acts the notary offers
  • Decline message tone
  • Documents requiring a second review

What keeps you in control

It always asks you first

  • Notary approves the decision and the message to the client

Hard limits

  • Never gives legal advice
  • Never marks proceed on a document with blanks

It stops when

  • Done: document proceeds to signing
  • Stop: decline is sent and recorded

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA client sent a contract and asked which clause to initial. The first check failed on authority: choosing a clause is advice. The agent drafted a decline of the advice with a note that an attorney can help. The same contract also had a blank date. After the client filled the date, the re-check passed. The notary approved the message and proceeded.

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