Inbound: the customer calls

Bedside and care home signings arranged

A daughter calls from the hallway of a hospital ward. Her father needs to sign a power of attorney while he still can. She gathers the details and gets the notary on the line.

When it starts

A caller needs someone signed for who can't leave a hospital, care home or their house.

What the agent does

Collects the location, the documents and visiting rules, then warm-transfers to the notary.

What your team gets

A mobile visit request with the room, the papers and the travel fee from your list.

How it works

  1. Hears the urgency

    Hospital, palliative care, long-term care, a parent who can't drive any more. She slows down and is gentle.

  2. Gets the place

    The facility, the ward and room number, visiting hours, and whether staff need notice for a visitor.

  3. Lists the papers

    What needs signing, who else must be there, such as witnesses, and who has the original documents.

  4. Asks about the signer

    Whether they can speak for themselves and hold a pen. The notary decides at the visit; she just makes sure they know before driving out.

  5. Puts the notary on

    A warm transfer with a short summary first. After hours, a text to the notary and a callback time for the family.

  6. Quotes the visit

    The mobile fee and the per-kilometre charge from your list, and texts the address and time once the notary confirms.

Example call

  1. CustomerHi, my dad's at Kanata Ridge General. He needs to sign a power of attorney. Can someone come to him?
  2. AI agentI'm sorry he's in hospital. Yes, our notary does visits. Which ward and room is he in?
  3. CustomerFourth floor, room 412.
  4. AI agentThank you. Is he able to talk with the notary himself and sign his name?
  5. CustomerYes, he's tired but clear.
  6. AI agentThat helps. A hospital visit is 150 dollars plus 75 per document. Let me put you through to Mr. Ferreira to pick a time. One moment.

After the call: Mr. Ferreira picks up with the summary already on his screen, books 11:00 tomorrow in room 412, and the family gets a text with the time and the papers to have ready.

What your team gets

  • Mobile requests with the facility, room and visiting rules
  • The documents and witnesses needed, known before the drive
  • Warm transfers to the notary, or a text and callback after hours
  • Travel fees quoted from your list, never made up
  • A calm, unhurried voice for families on a hard day
Set up with you: The team sets up a connection to your booking calendar and the notary's phone, loads your mobile fees and service area, and sets when she transfers and when she books a callback.

Questions

Will she decide whether the person can sign?

No. She asks so the notary knows what to expect, and the notary decides at the bedside.

What happens at 9 at night?

She takes every detail, texts the notary right away, and tells the family when to expect a call back.

Does she cover a wide area?

She books visits inside the area you set, and quotes the travel charge from your list for each kilometre.

Hear it on your phone

Request a demo call and the agent phones you, set up for notaries and commissioners like yours.

Get a demo call