Notary eJournal vs quickCLIENT.ai

The Notary eJournal by Jurat INC is an electronic notary journal created to provide a digital replacement for the standard hard-bound notary journals that exist in the market. Designed by notaries in the State of California and trusted by notaries in over 45 states, it adheres to the most strict and up-to-date notary journal guidelines in the United States. Trusted by notaries in almost every industry, including; estate planning/trust documentation, automotive, loan signings, healthcare, general notary work, packing/shipping, resorts & timeshares, banking & financial institutions, and more Before considering use of any electronic notary journal, a notary public should check their state requirements to ensure adherence to all guidelines. You can also visit our webpage for information regarding which states specifically prohibit the use of an electronic notary journal, as well as other notary journal considerations The Notary eJournal was designed by signing agents in the State of California that work in the high-volume real estate & lending environment, often individually responsible for helping close hundreds of refinance, purchase and sale transactions per month. Given this workflow and industry insight, the Notary eJournal was created with the following priorities in mind: Compliance - California has some of the strictest guidelines for notaries when it comes to the notary journal. As the only State to require capturing a thumbprint for certain notarizations, it is imperative for any useful electronic notary journal to provide such functionality. Our team has tested numerous bluetooth thumbprint capturing devices and has made the Notary eJournal compatible with the best bluetooth thumbprint scanner available to the public. The link this device can be found on our website. *Note - this bluetooth thumbprint capturing device must be purchased separately Ease of Use - The guided workflow provided by the Notary eJournal will ensure your signing appointments aren’t slowed down by the process of manually writing down all entry information and using an ink pad to capture thumbprints. Technology - The Notary eJournal safely and securely implements features meant to truly make your job easier. Key features include using your device location to input location information, taking a picture of a signers ID and having all important information automatically input in the appropriate fields, and using bluetooth thumbprint technology to capture any necessary thumbprints. For a list of all product features please visit our webpage. All new users get a 14 day trial to create up to 5 signing entries - so be sure to check out the app and see what we have to offer!

Remember every client—and the next step. quickCLIENT is a client CRM built for relationship-driven professionals. Capture what happened after a conversation, keep each relationship’s history together, and return to the next conversation with the context you need. CAPTURE WITHOUT THE ADMIN WORK Speak or type a quick recap after a call or meeting. quickCLIENT drafts a structured note for your review and can turn detected promises into proposed follow-ups. FIND IMPORTANT DETAILS FAST Search for a client by name or phone, review their history, or ask a question about their recorded notes and documents. Supported answers link back to their sources so you can verify the details. KEEP THE NEXT STEP VISIBLE Confirm follow-ups, see what is due, and identify relationships that may be going quiet. Your Book organizes clients by their recorded activity rather than requiring another status field to maintain. TRACK PROSPECTS AND REFERRALS Capture prospects through a personal QR page or business card and preserve how the relationship started. When an existing client makes an introduction, the new relationship stays connected to the person who referred them. OPTIONAL ADD-ONS Campaigns & Events Place a QR code on a flyer, sign, campaign, or event page. Review captured prospects before moving the right people into Client CRM, with their source attribution preserved. Field Walkthroughs Capture a property, job, or site visit with photos and narration. quickCLIENT organizes the material into a clean, shareable report connected to your client work. BUILT AROUND YOUR REVIEW AI-generated notes, follow-ups, summaries, and answers may be inaccurate. You remain in control and should review important information before relying on or sharing it. VOICE PRIVACY Audio is transmitted for transcription and is not retained by quickCLIENT after processing. The resulting text is saved to your workspace. YOUR DATA REMAINS YOURS Export supported workspace data and request account deletion from inside the app. Some limited records may be retained when required for security, fraud prevention, billing, or legal compliance. Start with Client CRM. Add Campaigns & Events or Field Walkthroughs when your work needs them. REQUIRES AN INTERNET CONNECTION quickCLIENT is a cloud-based app. Voice capture, transcription, AI features, and syncing your data require an active internet connection. Some functionality may be temporarily interrupted when you're offline or when a service we rely on is unavailable. Terms of Use (EULA): https://quickclient.ai/terms Privacy Policy: https://quickclient.ai/privacy