Manage clients, appointments, documents, follow-ups, and everyday signing-business tasks from one simple platform.
14-day free trial • No credit card required
Built specifically for mobile notaries and loan signing agents.
Bookings • Client Intake • Reminders • Payments • Business Dashboard
Demo preview — sample data
Up Next
Loan Signing — Michael R.
Sarah Miller
REMINDER SENT
Intake form completed
Four steps that cover the repetitive part of every signing you take on.
01
Collect new client inquiries in one place instead of letting potential signing opportunities slip through the cracks.
02
Draft replies to common questions with the AI assistant so prospects get answers quickly while you're driving or at a signing. You approve what goes out.
03
Turn an inquiry into a booked appointment with the client, fee, address, and intake form attached.
04
Reminder and follow-up workflows run on your schedule, so fewer opportunities are forgotten.
14-day free trial • No credit card required • Cancel anytime
SignFlow AI is designed to automate the repetitive parts of the client journey, so each step hands off to the next instead of sitting in your inbox.
Step 1
Lead
A new inquiry lands in your workspace.
Step 2
AI Response
The assistant drafts a reply for you to send.
Step 3
Booking
The inquiry becomes a scheduled appointment.
Step 4
Reminder
The client is reminded before the signing.
Step 5
Follow-Up
Intake and payment status are tracked to close.
New inquiries arrive while your hands are full, and by the time you call back they have booked someone else.
The first notary to answer usually gets the job, and answering fast from the road is hard.
Fees, travel area, availability, documents needed — typed out again for every new inquiry.
Addresses, times, and document notes buried in text threads instead of living with the appointment.
Remembering who still needs a nudge before tomorrow's signing becomes its own job.
Hours of coordination around signings that no client ever pays you for.
SignFlow AI helps automate the repetitive work so you can focus on completing signings and growing your business.
One workspace
Bookings, clients, reminders, payments, intake, and AI assistance in one place instead of spread across apps.
Keep appointments and signing details organized in one place. Your day is planned in one view instead of reconstructed from text threads.
Keep important client information accessible and organized, with contact details, notes, and signing history on each record.
Reduce manual follow-up by keeping clients and appointments on track, with each reminder logged against the signing.
Keep track of the payment information associated with your work — paid, unpaid, or refunded — so you always know what is outstanding.
Collect and organize client information more efficiently before the appointment instead of chasing details by text.
Use AI features to help streamline repetitive business tasks like drafting client messages. You review anything before it goes out.
The assistant helps with the written and organisational work around a signing. You review everything before it goes out — it never performs or advises on the notarial act.
Keep appointments, client records, intake, and payment status in one workspace instead of across separate apps.
Draft replies, confirmations, and client messages you can review, edit, and send from your phone.
See what still needs a reminder or a response before your next signing, logged against each appointment.
One dashboard shows today's signings, outstanding payments, and intake forms still waiting on a client.
14-day free trial • No credit card required • Cancel anytime
SignFlow AI is designed to address the everyday admin problems of mobile signing work.
SignFlow AI brings your workflow together in one place.
Without SignFlow AI
With SignFlow AI
14-day free trial • No credit card required • Cancel anytime
Demo preview — sample data
Explore the workflow below to see how SignFlow AI can help organize your notary business.
Explore the real workflow before you commit — creating an appointment, adding a client, the dashboard, and payment information. The appointments, clients, and payments below are sample information for demonstration only; they are not real clients, and nothing here is saved.
Appointment
Today • 3:30 PM
No credit card required. Cancel anytime.
Demo preview — sample data
Try the workflow
A sample run-through of the real workflow. Nothing here is saved — sign up to do this with your own signings.
Activity log
Book the sample signing to see each step appear here.
01
Start your 14-day free trial in minutes. No credit card required.
02
Add your clients, appointments, and business information.
03
Use your SignFlow workspace to organize your daily notary operations.
14-day free trial • No credit card required • Cancel anytime
Why SignFlow?
No customer counts, ratings, or testimonials here — just what the product actually gives you.
Every plan includes a 14-day free trial. No credit card required. Cancel anytime.
2 months free
Starter
$29/mo
For individual notaries.
Professional
$79/mo
For growing signing businesses.
Team
$179/mo
For teams and larger operations.
Lifetime Pro
$497 once
Optional one-time alternative to a monthly plan. Pay once for the Pro plan.
Every plan includes a 14-day free trial. No credit card required.
| Feature | Starter | Professional | Team |
|---|---|---|---|
| Booking requests | Included | Included | Included |
| Calendar & schedule view | Included | Included | Included |
| Client management | Included | Included | Included |
| Automated reminders | Included | Included | Included |
| Payment tracking | Included | Included | Included |
| Digital intake forms | Not included | Included | Included |
| Document workflow tools | Not included | Included | Included |
| AI assistant features | Not included | Included | Included |
| Google sign-in | Not included | Included | Included |
| Multiple team members | Not included | Not included | Included |
| Shared client pipeline | Not included | Not included | Included |
| Guided onboarding help | Not included | Not included | Included |
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If you're tired of...
SignFlow AI is designed to help.
Try it free for 14 days.
Start Your 14-Day Free TrialSignFlow is business management software for notary work. It keeps bookings, client records, intake forms, reminders and payment status in one workspace instead of spread across a phone, a calendar and a spreadsheet.
SignFlow AI is operated by SignFlow Technologies.
SignFlow AI is business management software. It organises bookings, client intake, reminders, and payment status. It does not provide legal advice, notary legal advice, tax advice, financial advice, notarial services, or payment processing.
Start your 14-day free trial. No credit card required. You can cancel at any time from your account.
Start your 14-day free trial and see how SignFlow AI can help organize your day-to-day workflow.
Start Your 14-Day Free TrialNo credit card required
From
$29/mo