Keep Every Client and Connection in One Place
A simple contact database built specifically for notaries — no complexity, just what you need to never lose a connection.
Last updated: July 9, 2026 · By Andrew Ray Yon, MBA, ChFC — CEO & Founder, USA Notary
Start Organizing Your ContactsWhy Notaries Lose Clients and Connections
Contacts Get Lost
Client info scattered across emails, notes apps, and sticky notes
Past Clients Forgotten
Can't remember who you've worked with before
Repeat Opportunities Missed
Clients need you again but don't know how to find you
Your Client & Referral Database — Built In
Every signing automatically builds your client database.
No spreadsheets. No lost contacts. No missed opportunities. Everything is organized for you — automatically. See everything included with Elite for the full toolkit.
Contacts
247 total
Sarah Mitchell
Title Agent • 12 signings
James Wilson
Signer • 3 signings
Austin Title Co.
Referrer • 28 signings
Everything You Need, Nothing You Don't
Simple features designed specifically for notaries — no enterprise complexity.
Automatic Contact Capture
Every signer and referral source is saved automatically after each signing. No manual entry required.
Contact types captured:
Easy Organization
Search, filter, and tag your contacts to keep everything organized exactly how you work.
Organize with:
Notes + Contact History
Keep track of conversations and past signings. History is auto-generated from your sessions.
Shows:
Quick Actions
Email, request testimonials, or add to follow-up sequence — right from the contact record.
One-click actions:
Favorites
Star priority contacts
Smart Search
Find anyone instantly
Counters
Signing history stats
Export
Download as CSV
Your Business Hub — All Connected
The Client & Referral Database ties everything together.
Client & Referral Database
Your central hub
Automated Follow-Ups
Add contacts to follow-up sequences
Testimonial System
Request reviews with one click
Your network is your business. This keeps it growing.
No Spreadsheets. No Lost Contacts. No Missed Opportunities.
Your client relationships deserve better than sticky notes and forgotten email chains.
Start Organizing Your Network Today
Join notaries who are building lasting client relationships with every signing.