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Professional PI intake support for law firms

Frequently Asked Questions

Find quick answers about our notary, transaction coordination, and PI intake services. Can't find what you're looking for? We're here to help.

Notary Services

4 questions

Transaction

3 questions

PI Intake

2 questions

Security

2 questions

Notary Services

Q What forms of identification are accepted for notarization?
We accept valid, government-issued photo identification, including a driver's license, state ID, passport, or other forms permitted by state law. IDs must be current and unexpired.
Q Do all signers need to be present?
Yes. All parties whose signatures are being notarized must be present at the time of notarization, either in person or online for Remote Online Notarization (RON).
Q Can you explain or advise on my document?
No. Notaries are not permitted to provide legal advice or explain the contents of legal documents. Please consult an attorney for legal guidance.
Q Do you offer same-day or emergency notary services?
Yes. Same-day and urgent appointments may be available depending on location and availability.

Transaction Coordination

Q When should I submit my contract for TC services?
As soon as the contract is fully executed. Early submission helps ensure all deadlines are tracked accurately from day one.
Q Do you work with individual agents, teams, and brokerages?
Yes. We support solo agents, real estate teams, brokerages, and investors.
Q Will you communicate directly with my clients and other parties?
Yes. We professionally communicate with buyers, sellers, agents, lenders, and title companies while representing your brand.

PI Intake Services

Q What is PI intake support?
PI intake support involves gathering detailed information from potential clients, collecting documents, and preparing attorney-ready intake packages.
Q Do you provide legal advice to PI clients?
No. We do not provide legal advice or legal representation.

Security & Compliance

Q Is client information kept confidential?
Yes. Confidentiality is a top priority. All information is handled securely and shared only with authorized parties.
Q Are your systems HIPAA-compliant?
Yes. We use encrypted, HIPAA-compliant systems where applicable.

Still Have Questions?

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