Notavex Demo

Active matters42

Missing documents11

Appointments on June 10, 20268

Urgent reviews3

Priority Files

Dupuis purchase - 1842 Rue Saint-Denis Insurance confirmation missing. Closing in 2 days.

Lavoie quittance Radiation confirmed. ProCardex payment entry ready.

Gagnon will appointment Client checklist sent. Awaiting ID upload.

Wednesday, June 10, 2026

9:30 Mortgage signing - Nguyen
11:00 Will consultation - Martel
13:15 Review Rapport preliminaire - Dupuis
15:00 Staff review of AI email drafts

Client files128

Open matters42

Communications logged314

Documents stored267

Client Files

Filter by status and search by name

Name Status

Client File

Amelie Roy

Open succession file

Phone: 514-555-0198
Email: amelie.roy@example.com
Matter: Succession - Estate of Jean Roy
Last activity: Outgoing succession call converted to email

Activity

Jun 10 Outgoing succession call logged and transcribed
Jun 10 Follow-up email draft created
Jun 9 Death certificate request added

Stored Information

Contact details Call transcripts Email drafts Death certificate

Documents & Billing

Item	Type	Status	Linked Module
Succession follow-up call	Billable time	0.50 h	NotaVoix
Succession checklist	Email draft	Ready	NotaMail
Estate intake	Document request	Pending client	Client Files

Calls today16

Contacts captured11

Converted to email5

Succession billable3.25 h

Call Log

Name, number, and email captured

Incoming Calls

Outgoing Calls

Call Transcript

Outgoing call - Succession

18 min - billed 0.50 h

Client: Amelie Roy
Number: 514-555-0198
Email: amelie.roy@example.com
Time: May 13, 2026 - 10:51
Direction: Outgoing

NotaVoix: Bonjour, suis-je bien avec Mme Amelie Roy?

Client: Oui, c'est Amelie Roy.

NotaVoix: Merci. Je confirme que ce numero est le 514-555-0198. Je vous appelle au sujet du dossier de succession de votre pere.

Summary: Client identity confirmed, succession documents explained, follow-up email requested.

Email draft ready: succession checklist for Amelie Roy.

Succession Billable by Client

Client Contacts

Name	Phone	Email	Source
Amelie Roy	514-555-0198	amelie.roy@example.com	Succession call
Mariana Costa	+55 21 5555-0148	mariana.costa@example.com	WhatsApp + call
Claire Bouchard	438-555-0109	claire.bouchard@example.com	Testament call
Robert Paquette	450-555-0177	robert.paquette@example.com	Consultation call

Pickup Script

Ask caller's full name before discussing the file Capture phone number shown at pickup Request and confirm email address for follow-up Confirm service category Log transcript and summary to contact record

Messages stay in Gmail and WhatsApp Business. Notavex manages replies, labels, scheduling, and client-file logs from one place.

Inbox

Last 5 shown

Message

Appointment request

Auto reply ready

From: Sarah Pelletier <sarah.pelletier@example.com>

Bonjour, j'aimerais prendre rendez-vous pour ouvrir un dossier d'achat immobilier. Avez-vous des disponibilites cette semaine?

Reply Composer

Bonjour Mme Pelletier,

Merci pour votre message. Me Tremblay est disponible mardi a 10 h 30, mercredi a 14 h, ou jeudi a 9 h 15 pour votre rendez-vous de testament.

Veuillez confirmer la plage qui vous convient.

Ready to send from reception@metremblay.ca.

New Email

Compose in Notavex

Will send through Gmail

Booked today8

Confirmed6

Waiting for documents4

Open slots5

Appointment Calendar

Week of May 18, 2026

09:00 10:00 11:00 12:00 13:00 14:00 15:00

Mon 18

Tue 19

Wed 20

Thu 21

Fri 22

Appointment Details

Real estate intake

Client: Sarah Pelletier
Time: Wednesday, May 20 at 14:00
Status: Tracked booking
Source: Booked by NotaMail
Documents: Checklist sent, ID pending

Book Appointment

Available Slots

Automation Tracking

Calendar invite sent SMS confirmation queued Document checklist selected Reminder scheduled 5 business days before

Quittance / Mainlevee Workflow

Mandate accepted

Certified statement received

Draft generated

Registry submitted

Index confirmation

ProCardex payment

File Data

Client: Marc Lavoie
Lot: 2 345 991, Montreal
Creditor: Banque Nationale
Act: Quittance totale

Compliance Gate

Certificat de requisition received Inscription number captured Radiation visible on Index des immeubles Payment entry released

NotaRad Subsection

NotaRapport - Lender Report Automation

Report	Status	Blocking Item	Next Action
Rapport preliminaire	Ready for review	None	Notary signature
Insurance validation	Flagged	Lender clause missing	Request corrected proof
Rapport final	Pending	Publication number	Wait for registry confirmation

Active marriage files12

Contracts in draft5

Ceremonies scheduled4

Missing documents7

Notavex Transaction

NotaMarriage

Client intake

Identity verified

Contract draft

Review meeting

Marriage ceremony

Archive file

Contracts

Cote / Tremblay marriage contract Draft ready. Financial disclosure checklist pending.

Nguyen / Roy contract update Review meeting scheduled for Friday at 11:30.

Marriage

Laurence Cote ceremony Ceremony scheduled. IDs received for both future spouses.

Benali / Simard inquiry Waiting for date, venue, and witness information.

Required Information

Workflow	Required Items	Status	Next Action
Contracts	IDs, civil status, assets/debts summary, matrimonial regime instructions	Drafting	Send disclosure reminder
Marriage	IDs, birth details, ceremony date, witnesses, location	Scheduled	Confirm ceremony packet

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