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Perplexity

AI marketing for notary and document services

Remote notarization now works almost everywhere, which means your local monopoly on being physically nearby has largely gone. What is left is being findable and being trusted.

Five states still do not permit remote online notarization. In the rest, proximity stopped being a moat some time ago.

Written for a moat that closed.

7 states

where notaries cannot yet perform remote online notarization, being Alabama, California, Connecticut, Georgia, Massachusetts, Mississippi and South Carolina1

BPC 6400

the California provision barring registered document assistants from giving legal advice2

Which document business are you?

A shipping and notary chain, a document service center preparing paperwork, and a mobile signing agent all handle documents and make money in completely different ways. Pick the one that matches what you run.

Notary and document use cases

Four jobs the platform runs on a document services account, in a business that just lost its geography.

Be Findable Locally

The search still happens, even when the service could be done remotely.

State The Line Clearly

What you prepare and what requires an attorney, which protects everybody.

Reach The Repeat Buyers

Title companies, lenders and law firms, who send volume rather than one document.

Replies In Your Voice

Reviews answered as the business somebody trusted with a signature.

Shipping & Notary ChainsContinue

Other professional services firms we set up differently

Document services sit next to the other practices handling paperwork that has to be right.

Marketing by company size

The same platform, framed by how many people bill, not by what you advise on.

You have questions. We have answers.

What comes up on the first call with a notary or document business.

Has remote notarization actually hurt us?

It removed proximity as an advantage in most of the country. Five states do not permit remote online notarization at all, and elsewhere a signer can often choose somebody two hundred miles away, so being nearby is no longer the reason anybody picks you.

What replaces being nearby?

Availability, speed and specialty. Loan signings, apostilles, estate documents and after-hours work are all searched specifically, and a business that publishes what it actually handles tells the searcher it does that specific thing, not just that it is nearby.

Where is the line on giving advice?

Sharper than most people in this business think. California requires legal document assistants to register and bars them from providing advice, explanation, opinion or recommendation about legal rights, remedies or the selection of forms, and most states treat the same conduct as unauthorized practice of law with no registration scheme at all.

Who are our best customers?

Almost never individuals. Title companies, lenders, law firms and estate planners send repeat volume, and almost nobody in this business markets to them deliberately.

Sources

  1. National Notary Association, state remote online notarization guidance, page updated 1 July 2026, read 24 September 2026. A national association rather than a regulator; check your own state's current position.
  2. California Business and Professions Code sections 6400 and 6401.6, legal document assistants, read 24 September 2026. California only; most states have no equivalent registration scheme and treat the same conduct as unauthorized practice of law.

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$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

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Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Our Pricing

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Our Pricing

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist