One workspace for every notarial act, from intake to the deed register.

Notary Office Management turns deed drafting, party verification, signing appointments, fees and long-term retention into a single Odoo app, built around the notarial act and a tamper-evident register instead of a generic case or property manager.

The problem

Notary offices run on disconnected tools: Word templates for drafting, a spreadsheet for the register, a separate calendar for signings, a separate accounting package for fees, and a filing cabinet for decades of retained records. Nothing ties an act to its parties, its fee, or its archived copy, so a mislabeled document or a missed signing can void an act or expose the office to liability.

The solution

Notary Office Management makes the notarial act itself the record: parties, drafted document, appointment, fee and archive status live on one screen, moving through a guided intake, draft, verify, execute, register and archive workflow with a sequentially numbered deed register and clerk-versus-notary sign-off at every finalization step.

Capabilities

Everything a notary office needs, nothing it does not

Every capability below is implemented in the module.

01

Notarial Act Workspace

Every act is a single record linking its parties, drafted document, signing appointment, fee and archive status, so nothing has to be reassembled from separate screens.

02

Sequential Deed Register

Registering an act assigns a tamper-evident, sequentially numbered register entry from a dedicated counter, and a Deed Register view lists every registered and archived act in that order.

03

Party Identity Verification

Capture each signatory's role, ID type, ID number, expiry and scanned copy, then verify every party before the act can move to execution.

04

Document Templates by Act Type

Reusable drafting templates are linked to an act type and auto-fill the act's drafted body, cutting repetitive retyping for deeds, wills, powers of attorney and affidavits.

05

Appointment Scheduling & Reminders

Schedule signing appointments against each act with attendees and location, and let an hourly cron post a reminder and a to-do to the notary for any session starting within 24 hours.

06

Per-Act Fee & One-Click Invoicing

Set a configurable fee per act, defaulted from the act type, and generate a linked Odoo Accounting invoice for the client with a single button.

07

Retention & Archival Compliance

Retention deadlines are computed automatically from the registration date and act type, and every act shows an Active, Expiring Soon or Expired status so nothing falls out of compliance unnoticed.

08

Exhibit & Supporting-Document Management

Attach and categorize supporting documents such as ID copies, prior deeds, proof of ownership and powers of attorney directly on the act they belong to.

09

Clerk vs Notary Role Separation

Clerks can prepare, draft and verify acts, but only notaries can execute, register, archive or reset an act, keeping finalization accountable to the notary of record.

Workflow

How it works

1

Intake & Draft

Create the act, choose its type, assign a notary and clerk, and let the matching template load a starting draft.

2

Verify Parties

Capture every signatory's identity details and verify each one before the act is allowed to move to execution.

3

Execute & Register

The notary executes the act, then registers it with a sequential deed-book number and registration date.

4

Invoice & Archive

Generate the client invoice for the act's fee, then move it into long-term archival with automatic retention tracking.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. The app generates a standard Odoo Accounting invoice from the act's fee with one click, so fees flow into your existing accounting instead of a separate billing tool.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Notary Office Management

A notarial act workspace with a sequential deed register, party identity verification and act-type templates — tied to appointments, per-act fees, invoicing and retention.

Buy on Odoo App Store