case study
Transforming Legal Services with Innovative Remote Online Notary Software
In the ever-evolving legal service industry, our team took on the challenge of revolutionizing notary services through the development of a comprehensive software solution. This case study showcases how we successfully transformed the notary process, achieved remarkable milestones, and made a significant impact on the legal industry.
Listen to our client's experience 
Aha! moment
Our groundbreaking moment came when we:
- Developed a real-time PDF editor, eliminating the need for third-party solutions.
- Introduced secure digital encryptions for enhanced data protection.
- Achieved up to 50% reduction in notarization time.
- Implemented advanced verification methods for improved security.
- Gained widespread adoption among state attorneys across the U.S.
- Acquired by PandaDoc, demonstrating the software's value and potential.
This team were phenomenal to work with, and did an amazing job re-building my site! They were quick, thorough and clearly understood the project vision, requirements, and direction. I hope to continue to work together for ongoing projects.
I felt a need to create a solution to this problem
- Guy Pearson
Objectives
- Improve efficiency and speed in notarization processes using remote online notary processes as per the various states' laws
- Enhance document security and data privacy
- Provide innovative features for seamless collaboration and document management
- Help our client to serve state attorneys across the United States
Challenges
- Legal Compliance: Ensuring the software adhered to the complex and varying legal requirements across states was a significant challenge.
- Real-time PDF Editing: Creating a real-time PDF editor without third-party dependencies posed technical hurdles. We invested significant research and development effort to achieve this milestone.
- Scalability: As the platform gained popularity, scaling the infrastructure to support a growing user base was challenging. We leveraged AWS for scalability and reliability.
- Security Concerns: Implementing robust security measures, including Knowledge-Based Authentication and encryption, required meticulous planning and testing
- User Adoption and Usability Improvements: As the user base expanded, we closely monitored user feedback. This proactive approach allowed us to identify and address usability issues swiftly and seamlessly, all without causing any downtime for the users.
Features
- Integration with Twilio for secure communication
- Real-time PDF editor without third-party dependencies
- Background and SSN verification for enhanced security
- Robust audit logging and team management capabilities
- Subscription models for flexibility
- Digital signature capabilities
- Group video calling and recording
- Real-time collaborative document editing
- Knowledge-Based Authentication (KBA)
- SaaS deployment and white-labeling options
- Secure document generation and encoding
Tech Stack
- Twilio
- PDF Editor
- Persona
- AWS
- Stripe
Use Cases
Our product found application in:
- Creation of real-time PDF editor without any third party dependencies
- Secure digital encryptions
- Successfully running across many states and being used by various state attorneys
- Acquired by PandaDoc
Success Stories
Our software’s impact reverberated across multiple states, with state attorneys embracing it for its efficiency and security. Numerous success stories highlighted how our solution facilitated seamless notarization processes and collaboration among legal professionals.
Acquisition by PandaDoc
Recognizing our software’s potential, we were acquired by PandaDoc, a leader in document automation and workflow solutions. This strategic partnership opened up new avenues for growth and innovation.
Results and Impact
Increased efficiency
Reduced notarization time by up to 50%
Enhanced security
Advanced verification methods and encryption ensured data integrity.
Expanded reach
Successfully adopted by state attorneys across the United States.
Acquisition by PandaDoc
A testament to the software’s quality and potential
Conclusion
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