Inbound: the customer calls

Certified true copies for permits and schools

A student applying for a permit needs eleven pages certified by Friday. She counts them, quotes the fee, and makes sure the originals come too, so the notary isn't certifying a photocopy of a photocopy.

When it starts

A caller needs copies certified for an application, a school, a licensing body or a bank.

What the agent does

Counts documents and pages, quotes per copy, reminds them to bring originals, books it.

What your team gets

A booking with the page count, the deadline and the fee, so the notary plans the time.

How it works

  1. Asks what's going where

    Passport pages, transcripts, a degree, a marriage certificate. And who asked for the certified copies, since some ask for special wording.

  2. Counts the pages

    Document by document, so the fee and the time slot match what walks in.

  3. Insists on originals

    The notary compares each copy to the original. She makes sure the caller knows to bring them.

  4. Quotes the fee

    Per page or per document from your price list, with the price for any extra sets.

  5. Books by their deadline

    She asks when the copies are due and books ahead of it, with a same-day slot if your notary keeps one.

  6. Offers to copy for them

    If your office makes the photocopies, she quotes that charge too, so nobody arrives with blank pages.

Example call

  1. CustomerHello, I need copies certified for my study permit. How much is that?
  2. AI agentHappy to help. What documents, and how many pages in total?
  3. CustomerMy passport, my transcripts and my bank letter. Maybe eleven pages.
  4. AI agentThank you. Our fee is 15 dollars a page, so about 165 for eleven. Please bring every original. When are they due?
  5. CustomerI want to send everything on Friday.
  6. AI agentThen let's do Wednesday. I have 1:30 or 4. We can make the photocopies here for 50 cents a page if that helps.
  7. Customer4 o'clock. And yes, please make the copies.

After the call: The notary sees Wednesday 4:00 with "eleven pages, passport, transcripts, bank letter, office copies", and the caller's text reminds them to bring every original.

What your team gets

  • Certified copy bookings with the page count and deadline
  • Callers reminded to bring originals, every time
  • Fees quoted per page from your list
  • Rushed deadlines moved to the front of the schedule
  • Copying charges added when your office does them
Set up with you: The team sets up a connection to your booking calendar and payment terminal, and loads your per-page and per-document fees, copying charges and same-day rules.

Questions

Can she tell them what wording the copies need?

She asks who requested them and notes it. The notary sees the note and the requesting office's instructions.

What if they only have a scan?

She tells them your notary certifies against the original, and books them once they can bring it.

Can she quote a big batch?

Yes, from your per-page fee and any batch price you set, and she books a longer slot for it.

Hear it on your phone

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

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