REVIEW QUEUE
Only a passed case appears
- Required files present and readable
- All checklist items accounted for
- Signer and witness details complete
- No open customer follow-up
- Status: Ready to book
Implementation blueprint
The preparation checklist and scripted helper work today. The integrations below are planned and have not been connected. This page does not contain customer records.
The preparation checklist and scripted helper work today. The integrations below are planned and have not been connected. This page does not contain customer records.
Your inbox starts at “Ready to book.”
Only send Craig a case after the agent confirms that every item on your approved document checklist is present, readable, and accounted for, and the customer is ready to schedule. Incomplete or unclear cases stay with the agent for follow-up.
Boundary: The agent checks completeness against your approved checklist. It does not give legal advice, verify identity, or decide whether a document is legally sufficient or notarizable. Identity verification happens through the selected RON platform.
A smoother workflow, with you in control.
The agent screens each request against your approved checklist. Craig only receives cases marked Ready to book. The agent does not give legal advice, verify identity, or decide legal sufficiency or notarizability. The service does not include document selection, loan signings, or signing-agent work.
| Stage | Assistant handles | Craig handles | Connection needed |
|---|---|---|---|
| 1. Helpdesk & intake | Answer approved service questions and guide customers through account setup, the intake form, uploads, and status checks. Collect request details and keep the case in the agent workspace. | Approve the customer instructions and helpdesk responses. | AI service + approved knowledge base + intake portal |
| 2. Gather documents | Guide the customer through secure uploads, track required pages, and request anything missing or unreadable. Keep partial cases with the agent. | Approve which items are required for each request type. | Secure portal + private document storage |
| 3. Screen against checklist | Check that each required item is present, complete, and readable, and that signer and witness details are answered. Help the customer fix gaps. Do not give legal advice or determine legal sufficiency. | Set the checklist. Review only a case that has passed screening and is ready to book. | Secure document processing + AI service |
| 4. Ready to book | When every checklist item passes and no information is outstanding, mark Ready to book, add the case to Craig’s ready queue, and send the customer the approved booking link. | See only screened, bookable cases and confirm the appointment. | Scheduling calendar + status rule + approved messaging |
| 5. Clear pricing | Show $25 per online notarial act, the $10 per-appointment guided preparation and system support fee, and any separate platform fee before checkout. Track payment status. | Set fees and handle exceptions. The $10 support fee is once per appointment, not per signature. | Hosted checkout + RON platform |
| 6. Remote online notarization | Provide preparation instructions and hand off to the designated RON platform. | Craig performs the requested notarial act. No signing-agent or loan-signing service. | Remote online notarization provider |
| 7. Follow-through | Prepare completion messages and route support questions. | Approve delivery rules and resolve issues. | Provider delivery + approved messaging |
ESCALATION
Keep incomplete cases with the agent
- Missing or unreadable required pages
- Unanswered signer or witness details
- Customer still needs to provide information
- Technical upload or scheduling problems
- Agent cannot complete the checklist
CUSTOMER HELP DESK
Guide them through the system
- Explain how to start an intake
- Help with secure document uploads
- Show how to check request status
- Answer approved process questions
- Route account or technical problems
- Keep legal questions outside the agent’s role