A simple contact database built specifically for notaries — no complexity, just what you need to never lose a connection.
Start Organizing Your ContactsClient info scattered across emails, notes apps, and sticky notes
Can't remember who you've worked with before
Clients need you again but don't know how to find you
Every signing automatically builds your client database.
No spreadsheets. No lost contacts. No missed opportunities. Everything is organized for you — automatically.
247 total
Sarah Mitchell
Title Agent • 12 signings
James Wilson
Signer • 3 signings
Austin Title Co.
Referrer • 28 signings
Simple features designed specifically for notaries — no enterprise complexity.
Every signer and referral source is saved automatically after each signing. No manual entry required.
Contact types captured:
Search, filter, and tag your contacts to keep everything organized exactly how you work.
Organize with:
Keep track of conversations and past signings. History is auto-generated from your sessions.
Shows:
Email, request testimonials, or add to follow-up sequence — right from the contact record.
One-click actions:
Star priority contacts
Find anyone instantly
Signing history stats
Download as CSV
The Client & Referral Database ties everything together.
Your central hub
Add contacts to follow-up sequences
Request reviews with one click
Your network is your business. This keeps it growing.
Your client relationships deserve better than sticky notes and forgotten email chains.
Join notaries who are building lasting client relationships with every signing.