AI assistant for notaries: appointments and required documents clearly requested
Customers mainly call and e-mail about appointments and what they need to bring. Slimbot asks for the subject and details, prepares appointments and call-back requests for your team members and does not give legal advice itself.
Good morning, we'd like to make an appointment for the transfer of our new home.
Assistant's draft
Good morning, congratulations! On which date is the transfer scheduled and which days can you come in?
CustomiseApprove
Sound familiar?
Less back-and-forth messaging, fewer no-shows.
Without Slimbot
Message back and forth about appointments until a time suits
No-shows because nobody sends a reminder
Calendar, messages and customer data in three places
With Slimbot
Customers request an appointment via chat, WhatsApp or your site
Confirmation and reminder from your own number
Appointment, conversation and customer card in one overview
In practice
What comes in at notary offices — and what Slimbot does
"Which documents do we need to bring for the transfer?"
The assistant sends your own checklist for that type of deed; if there is no list for that situation, the question goes to a team member.
"Can we make an appointment for a will?"
The assistant requests the subject and your preferred days and suggests a time; a team member confirms.
"Is my file ready for signing yet?"
The status is not in Slimbot; the assistant prepares the question with file number for the case handler.
"My details have changed, how do I pass that on?"
A message that arrives with the customer card, with an explanation of the channel your office wants to use for this.
"Can I leave a call-back request?"
Name, number, subject and preferred time go to the right team member; a confirmation goes to the customer.
WhatsApp (example)Example
CustomerGood morning, we'd like to make an appointment for the transfer of our new home.
AssistantGood morning, congratulations! On what date is the transfer scheduled and on which days can you come by?
CustomerThe handover is on the 12th. We can do Tuesday or Wednesday after 14.00.
AssistantThank you. I'll prepare both times for a team member; you'll receive a confirmation and the list of documents to bring.
Fictional example; names, times and amounts are for illustration.
Try it yourself
Ask a question as a customer of a notary
Choose a question and see how the assistant responds. These are pre-written example answers (not live AI). In your own account, the assistant bases itself on your own data, and you decide whether an answer goes automatically or for approval first.
WhatsAppExample
Choose a question on the left to start the conversation.
Fictional example. Names, times and amounts are for illustration.
What it looks like
The real Slimbot inbox
Screenshots from a demo account with example conversations. Not real customers.
Example · desktopExample · app
How it works
Get started in three steps
From sign-up to working channel. You keep your own number.
1
Connect e-mail, WhatsApp and calendar
The general e-mail address and number on which customers reach you, plus your team's diaries.
2
Fill in your checklists and rules
Which documents per type of deed, what the assistant may say and what always goes to a team member.
3
Let customers get in touch
Via WhatsApp, e-mail or the chat on your website.
Features
What you get
Features that Slimbot has today. No promises we don't keep.
Request subject and file details
The assistant requests what it concerns (property, will, business, marriage), name, file number and preferred time. Answers about the content remain with your team members.
Schedule appointments
A proposal from the connected calendar of the notary or team member; a team member confirms, and a reminder follows from your own number.
Request required documents
Your own checklist per type of deed, as you complete it, is sent to the client. Additional documents are added to the conversation and to the customer card.
Handle call-back requests
Questions that are substantive go to a team member with name, number and subject, so no one has to repeat what has already been said.
One customer card per file contact
Conversations, submitted documents and appointments are kept together. If the practitioner changes, the file simply continues.
Smart advice in 3 clicks
What suits your notaries?
Answer three short questions and see which plan and features we recommend. It's an indication: you choose yourself, and you can cancel monthly.
Step 1 of 3
Free tools
Calculate it, no sign-up required
Two calculators with your own input and visible formula, and answer templates to use immediately. No e-mail address required.
Missed-messages calculator
How many requests are left unanswered or arrive too late? Enter your own estimate. The values below are example values.
Response-time check
How many hours per week is your business unreachable for messages, and what does that mean for your response time?
Three WhatsApp replies for a notary, to copy
Confirm appointment with required documents
Goedemiddag <naam>, hierbij bevestig ik uw afspraak op <dag> om <tijd> op ons kantoor <adres> voor <onderwerp>. Wilt u <geldig identiteitsbewijs en eventuele andere stukken uit uw dossier> meenemen? Kunt u niet? Laat het ons vooraf weten. Groet, <uw naam>
Request missing documents
Goedemorgen <naam>, voor uw dossier <dossiernummer of onderwerp> missen wij nog <stuk>. Kunt u dat vóór <datum> sturen via <mail of upload>? Dan kunnen wij verder. Heeft u een vraag over wat precies nodig is? Laat het ons weten. Groet, <uw naam>
Confirm call-back request
Goedemiddag <naam>, dank voor uw bericht. Een van onze medewerkers belt u op <dag> tussen <tijd> en <tijd> terug over <onderwerp>. Is dat moment niet geschikt? Laat het ons weten, dan plannen we een ander moment. Groet, <uw naam>
Adjust names, times and amounts before you send. Fill in the text in <angle brackets> yourself.
From €14.95 per month
Excl. VAT, from the live price list. Start with a free account; a subscription only begins when you accept it.
No. The assistant only answers what you have put in your knowledge base (such as opening hours and your checklist) and forwards substantive questions to a team member. Advice is always given by the notary or a member of the firm.
Can the assistant say whether a deed has been executed or a file is ready?
Only if you provide that information yourself. Slimbot does not automatically connect to your case management system; the assistant prepares the question for the handler.
Can customers send documents?
Yes, via WhatsApp or e-mail, attachments arrive with the conversation and the customer card. Agree in advance with customers which channel you want to use for this.
What do I need to arrange for sensitive data?
Decide in advance what customers may send via chat and what goes through your own secure route. You remain responsible for the processing of your clients' data; Slimbot does not arrange that for you.
Does it work with multiple notaries and team members?
Yes. The team works in one inbox, you can assign conversations and multiple diaries can be connected.
What does it cost?
You start with a free account, without a credit card. Current monthly amounts are on the pricing page.
Different industry? Find yours
Type your industry. We'll show the relevant page, or a brief tailored explanation of what Slimbot can do for you.
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