Precision-Driven Investigative Services for Law Firms

✉️ Notary Email Generator

Generate & send case assignment email to notary automatically

⚠️ DECEASED CASE? * — Select before proceeding

📋 Notary Information

Notary Full Name *

Notary Email *

Notary Phone

Notary Fee ($) *

Appointment Date & Time *

Meeting Location *

📄 Case Notes & Accounts

Case Notes * (paste from FreshBooks)

Accounts * (one per line: Institution - Type - Amount)

Special Instructions (optional)

📧 Email Preview

Subject:

⚡ How It Works

1

Fill Notary Info
Name, email, fee, appointment and location.

2

Paste Case Notes
Copy notes from FreshBooks and list accounts.

3

Preview & Send
AI generates the full HTML email. Review then send.

4

Notary Receives
Full email with docs, videos & USPS label.

⚠️ Agent Reminders

📌 Min fee $80 — never promise less
📌 Include deceased info if applicable
📌 Verify notary email before sending
📌 Only one USPS label per case
📌 Notary must call office before visiting client

📋 Email Includes

✅ Case details & appointment info
✅ Accounts table with totals
✅ Notary commission amount
✅ Mandatory training videos
✅ UPRA, Affirmation & Affidavit guides
✅ Document download buttons
✅ USPS prepaid label instructions

📲 Notary Availability Email

Ask a notary if they're available for a case — includes NCC link

Notary First Name *

Notary Email *

Case # *

Notary Fee *

Signing Date *

Signing Time *

Signing Address *

📋 How It Works

1

Enter notary info
Name, email, case details.

2

Email is sent
Notary receives availability request with case details.

3

If available
Notary clicks the NCC link to complete the Code of Conduct form.

📋 Email Includes

✅ Case number, date & location
✅ Notary fee offered
✅ Reply ACCEPT or NO instructions
✅ Direct link to complete the NCC
✅ Office contact info

👤 Send Client Email

Professional HTML email sent directly to the client

Client Email *

Client Name *

Client Phone

Case Notes *

Account Details *

Special Notes (optional)

⚡ How It Works

1

Enter Client Info
Email, name and phone.

2

Paste Case Notes
AI extracts all info automatically.

3

Preview Email
Review the generated HTML email.

4

Send to Client
One click sends directly to client's inbox.

📋 Email Includes

✅ Case overview & claim status
✅ Unclaimed assets summary
✅ Contingency fee explanation
✅ Scope of services (7 items)
✅ Legal team information
✅ Next steps & appointment info
✅ Confirm receipt button

📄 Generate Postal Letter

Printable letter — download as PDF or send via Lob

Client Full Name *

Street Address *

City *

State (2 letters) *

ZIP Code *

Case Notes *

Account Details *

Special Notes (optional)

⚡ How It Works

1

Enter Client Info
Full name and mailing address.

2

Paste Case Notes
AI generates the full letter automatically.

3

Preview Letter
Review the printable letter format.

4

Print or Send via Lob
Download PDF or send automatically.

📋 Letter Includes

✅ Official Denny Borges PA letterhead
✅ Unclaimed property identification
✅ Institution names (no amounts)
✅ Contingency fee explanation
✅ Next steps & notary appointment
✅ Cursive signature block
✅ Confidentiality footer