About RedSeal
RedSeal: for Notaries
A super-efficient, secure cloud-based notarial record keeping system
Do you have a good record of clients’ names full contact details type of document, source of recommendation, actions taken?
Many notaries do – but it takes a long time: the input process can be just as long as doing the notary document itself!
Now there is a new system where the clients do all the work! It is called RedSeal: you simply send the clients an online form to fill in on all the details are there, enabling you to know exactly what the client wants, confirms that they have accepted your terms and conditions, and it even prepares the invoice for you.
RedSeal For Notaries
Features & Benefits
RedSeal is a cloud-based, software-as-a-service product. It is securely hosted in the United Kingdom.
1
Client Data In One Place
All your client data is easily accessible from the ‘Dashboard’. Click to view, edit or print any related client document – file instructions summary, invoice.
Use the ‘upload document’ feature to link documents to an individual client record.
Benefit: saves time. One notarial act, one click - access all related data.
2
Add Or Copy A Client
You can fill in the client instruction form yourself or email it to the client for them to complete from any device!
Or click "COPY" - ideal for repeat or corporate clients.
Benefit: saves inconveniencing the client.
3
Edit Records
Add the additional information
demanded under the Notary Practise Rules.
Make your on notes against a client matter.
With RedSeal, you will be fully compliant and inspection ready at all times.
Benefit: you will be fully compliant and inspection ready at all times
4
Private Notes & Details
Make attendance notes, you can add private notes about the matter, record due diligence, the progress to date - free text space to add whatever you like - all directly linked to the client record for super-easy access.
Benefit: if a query arises, it’s all there in one place.
5
Create Invoices
From the Dashboard, click and hey presto – an instant invoice.
This can be linked to the individual notarial matter and uploaded to your own secure cloud storage vault.
Benefit: issue a receipt there and then.
6
Email the Client Directly
Email your client directly from the Dashboard. No need to search high and low for their email address – it is all there in one place!
Benefit: no need to switch applications – just so efficient!
RedSeal
Cloud based. Secure.
Our RedSeal Client Protocol Management and Online Document Storage System has been designed by notarial experts to save you, and your client, time.
It is a bespoke system, built especially for notaries by notarial experts. RedSeal has been carefullydesigned to benefit all notaries – regardless of how many or how few instructions you process each week – Capacity & Cost.
It is a multi-access system; clerical assistants can access and amend data at any time – a section is included where amendments to data can be “signed off”. Where the Practice has more than one notary – their initials may be recorded against each client record.
Save time. Feel secure. Use RedSeal.
Need More Information?
Speak to Lisa Preuveneers. Lisa has an executive master’s degree in the business management of small and mid-size enterprises.. Her ‘superpower’ is critical thinking and creative problem solving – a skill very much in demand these days of how-to-harness-the-power-of-generative-artificial-intelligence.
Visit redseal.notary.me.uk or contact us.