You built your business by being reliable and available. Your Chief tracks every appointment, chases every unpaid invoice, logs your mileage, and keeps your signing services happy so you stay at the top of their call list.
Every signing is a mini-business: confirm the appointment, get the docs, drive to the location, scan back, invoice, track payment, log the miles. Your Chief runs the back office while you run the signings.
"Did the docs come in for my 3pm signing?" Your Chief monitors your email for signing confirmations and doc notifications from platforms like Snapdocs and CloseWise. It flags when docs are received, when appointments are confirmed, and when anything is missing before you drive 30 minutes to find out.
You complete the signing, but getting paid can take weeks. Your Chief drafts invoices, tracks payment status across all your signing services, and sends polite follow-ups when invoices go past due. It works alongside NotaryGadget and your other tools, handling the follow-up layer. No more money left on the table.
"I just finished a signing at 4721 Oak Street." Your Chief logs the address, calculates mileage from your last location, and adds it to your expense tracker. Tax season becomes a summary printout instead of a nightmare of receipts and guesses.
"Which signing services have I done the most volume with this quarter?" Your Chief tracks which companies send you the most business, which ones pay slowest, and flags relationships worth nurturing. Know who to thank and who to call for more work.
After each signing, your Chief drafts the completion confirmation to the signing service, notes any issues or missing signatures, and ensures the scanback is flagged as sent. Every closing finishes clean and professional.
"How much did I earn in Q1 this year versus last year?" Your Chief compiles your income data from your records and what you share with it, summarizes by signing service, and helps you track 1099 income, deductible miles, and supplies for tax season.
From sign-up to a working chief of staff, no technical skills required.
Pick your plan. We immediately start building your dedicated, private server.
One hour on Zoom. We connect your email, calendar, and Gmail directly. For signing platforms like NotaryGadget, Snapdocs, and CloseWise, your Chief works alongside them, monitoring your email for notifications and handling the communication layer. You just share your screen.
Within 48 hours, your Chief is live. Message it from your car between signings. The admin runs in the background while you work.
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One-time setup to build your Chief. Monthly subscription to keep it running, learning, and improving.
Month-to-month. No long-term contracts. Cancel anytime.
NotaryGadget and CloseWise track your orders and help you log data. Your Chief works alongside them, acting on the information you share: monitoring your email for payment notifications, drafting follow-ups, logging your mileage as you report it, and answering your business questions in plain language. We connect directly to Gmail and your calendar. For notary-specific platforms, your Chief handles the communication and organization layer on top.
Your Chief runs on a dedicated private server. Your signing data never touches another user's instance. All NPI and financial document references are handled with enterprise-grade encryption. Your business stays private.
That's exactly where your Chief shines. It tracks activity and payment history across all your signing services simultaneously: Snapdocs, Signing Order, Title365, individual title companies, and whoever else you work with. You get a unified view of your whole business.
Your Chief can help you draft outreach to signing services you haven't worked with yet, track which services are growing in your area, and remind you to check in with slow sources. Many notaries find that consistent outreach is the difference between occasional work and a full calendar.
No problem. Your Chief handles all types of notary work: loan signings, general notarizations, apostilles, I-9 verifications, and more. You configure it for your specific services during onboarding.
If you're doing loan signings, one or two additional closings per month more than covers the cost. The time saved on invoicing, mileage tracking, and payment chasing typically adds up to several hours per week that you can redirect toward more signings or just getting your life back.
Your notary business Chief of Staff is live within 48 hours. Stop letting invoices slip and miles go untracked.
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