Delegate - The Best Notary

What else can we take off your plate? Thanks for taking the time to let us know the areas that you could use some help.

By letting us know the next item you are ready to release, we are going to be well-positioned to help you bring in the right experts or lease some of our own to you fractionally.

Outsourcing Inquiry

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Name

First

Last

Law Firm Name

How many states does your firm serve?

What is your primary/home state?

Do you have an interest in going 100% Virtual?

Yes It depends on finding the right strategic partners
Not at all, the firm is built around the office
I/We cannot wait to ditch the office and work in exotic islands

Is your firm leveraging AI tools at the moment?

Yes
No
Interested in learning more

Does your firm have an active presence on social media?

Has your firm dabbled in Remote Online Notarization (RON)?

Do you prepare in-state deeds for your clients?

Yes, in-house
Yes, via contract paralegal
No we don't offer this service

Where are you in your desire and ability to delegate/outsource these tasks?

	This will always stay in house	Need to refine this process first	Ready to let this go with help	100% ready to let this go, when can we start?
Marketing and lead generation	This will always stay in houseMarketing and lead generation This will always stay in house	Need to refine this process firstMarketing and lead generation Need to refine this process first	Ready to let this go with helpMarketing and lead generation Ready to let this go with help	100% ready to let this go, when can we start?Marketing and lead generation 100% ready to let this go, when can we start?
Sourcing, hiring and onboarding new associates	This will always stay in houseSourcing, hiring and onboarding new associates This will always stay in house	Need to refine this process firstSourcing, hiring and onboarding new associates Need to refine this process first	Ready to let this go with helpSourcing, hiring and onboarding new associates Ready to let this go with help	100% ready to let this go, when can we start?Sourcing, hiring and onboarding new associates 100% ready to let this go, when can we start?
Vetting and evaluating practice management software (including AI tools)	This will always stay in houseVetting and evaluating practice management software (including AI tools) This will always stay in house	Need to refine this process firstVetting and evaluating practice management software (including AI tools) Need to refine this process first	Ready to let this go with helpVetting and evaluating practice management software (including AI tools) Ready to let this go with help	100% ready to let this go, when can we start?Vetting and evaluating practice management software (including AI tools) 100% ready to let this go, when can we start?
Hiring and managing virtual assistants	This will always stay in houseHiring and managing virtual assistants This will always stay in house	Need to refine this process firstHiring and managing virtual assistants Need to refine this process first	Ready to let this go with helpHiring and managing virtual assistants Ready to let this go with help	100% ready to let this go, when can we start?Hiring and managing virtual assistants 100% ready to let this go, when can we start?
Prospective client screening basic intake calls	This will always stay in houseProspective client screening basic intake calls This will always stay in house	Need to refine this process firstProspective client screening basic intake calls Need to refine this process first	Ready to let this go with helpProspective client screening basic intake calls Ready to let this go with help	100% ready to let this go, when can we start?Prospective client screening basic intake calls 100% ready to let this go, when can we start?
Setting up and managing relationships	This will always stay in houseSetting up and managing relationships This will always stay in house	Need to refine this process firstSetting up and managing relationships Need to refine this process first	Ready to let this go with helpSetting up and managing relationships Ready to let this go with help	100% ready to let this go, when can we start?Setting up and managing relationships 100% ready to let this go, when can we start?
Scheduling and appointment confirmation tasks	This will always stay in houseScheduling and appointment confirmation tasks This will always stay in house	Need to refine this process firstScheduling and appointment confirmation tasks Need to refine this process first	Ready to let this go with helpScheduling and appointment confirmation tasks Ready to let this go with help	100% ready to let this go, when can we start?Scheduling and appointment confirmation tasks 100% ready to let this go, when can we start?
Drafting based on intake forms	This will always stay in houseDrafting based on intake forms This will always stay in house	Need to refine this process firstDrafting based on intake forms Need to refine this process first	Ready to let this go with helpDrafting based on intake forms Ready to let this go with help	100% ready to let this go, when can we start?Drafting based on intake forms 100% ready to let this go, when can we start?
Notarization and all signing logistics (In-Person)	This will always stay in houseNotarization and all signing logistics (In-Person) This will always stay in house	Need to refine this process firstNotarization and all signing logistics (In-Person) Need to refine this process first	Ready to let this go with helpNotarization and all signing logistics (In-Person) Ready to let this go with help	100% ready to let this go, when can we start?Notarization and all signing logistics (In-Person) 100% ready to let this go, when can we start?
Drafting in-state deeds	This will always stay in houseDrafting in-state deeds This will always stay in house	Need to refine this process firstDrafting in-state deeds Need to refine this process first	Ready to let this go with helpDrafting in-state deeds Ready to let this go with help	100% ready to let this go, when can we start?Drafting in-state deeds 100% ready to let this go, when can we start?
Drafting out-of-state deeds	This will always stay in houseDrafting out-of-state deeds This will always stay in house	Need to refine this process firstDrafting out-of-state deeds Need to refine this process first	Ready to let this go with helpDrafting out-of-state deeds Ready to let this go with help	100% ready to let this go, when can we start?Drafting out-of-state deeds 100% ready to let this go, when can we start?
Recording deeds electronically	This will always stay in houseRecording deeds electronically This will always stay in house	Need to refine this process firstRecording deeds electronically Need to refine this process first	Ready to let this go with helpRecording deeds electronically Ready to let this go with help	100% ready to let this go, when can we start?Recording deeds electronically 100% ready to let this go, when can we start?
Walking deeds in for counties that don't have e-filing available	This will always stay in houseWalking deeds in for counties that don't have e-filing available This will always stay in house	Need to refine this process firstWalking deeds in for counties that don't have e-filing available Need to refine this process first	Ready to let this go with helpWalking deeds in for counties that don't have e-filing available Ready to let this go with help	100% ready to let this go, when can we start?Walking deeds in for counties that don't have e-filing available 100% ready to let this go, when can we start?
Trust funding of client assets beyond real estate	This will always stay in houseTrust funding of client assets beyond real estate This will always stay in house	Need to refine this process firstTrust funding of client assets beyond real estate Need to refine this process first	Ready to let this go with helpTrust funding of client assets beyond real estate Ready to let this go with help	100% ready to let this go, when can we start?Trust funding of client assets beyond real estate 100% ready to let this go, when can we start?

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Please let us know anything we missed that could help us understand the particular needs of your firm and how we can be of service

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We are an anti-racist, anti-oppression, whole human organisation.

Over the past decade, we have painstakingly built a close-knit global team across 5 continents. This time difference advantage guarantees phone and email support around the clock to ensure your client’s signing experience is pleasant, streamlined and stress free. Please do your own research in your local jurisdiction as the information provided on this website is for reference only and does not constitute legal advice in any way, shape or form.

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We are an anti-racist, anti-oppression, whole human organisation.

What else can we take off your plate? Thanks for taking the time to let us know the areas that you could use some help.

By letting us know the next item you are ready to release, we are going to be well-positioned to help you bring in the right experts or lease some of our own to you fractionally.

Stay in Touch

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+1888-406-1688

3 37th Ave, San Mateo, CA 94403, United States