Category: Industry
In this digital-first era, notarizing documents do not have to be performed in-person. These days, there are super convenient options from notary publics, allowing clients to notarize documents from any location and at any time. If you were wondering if you can get something notarized online, join us in the article below to explore the latest on…
While notary publics can notarize real estate documents in the United States, there are a few things they should know. Join us in the article below to get all the information. And, if you are looking for other content on this topic, check out our Self-Notarization and Example of Notary Document articles. But back to our discussion…
Document generation underpins almost every major legal process you can think of, from service proposals to invoices, memorandum of agreements to reports, affidavits to client correspondence, and much more! No matter your legal field, whether it be criminal or civil, family or corporate, environmental or intellectual property, you need accurate and up-to-date documents to keep internal records,…
Salesforce Experience Cloud, previously called Community Cloud, allows legal professionals to build custom online communities and portals branded to their unique web project requirements. For more information on the differences between these Salesforce products, check out our Community Cloud Vs. Experience Cloud article. But, for now, let’s continue with our current topic. Web portals created with Salesforce…
The “Do banks notarize documents?” is a classic question. Do you want to know the answer so you can notarize a letter, affidavit, or will as soon as possible? Join us in the article below. Let’s get started! Do Banks Charge for Notary? Some banks do, while others do not. The best way to know whether banks…
Notary publics are the professionals who perform the important task of notarizing documents. However, we all have financial and legal documents that need to be accurate, verified, and have identifiable signees. So, wouldn’t it be ideal to notarize documents yourself in the comfort of your office whenever the need arises? Join us in the article below. We…
If you are reading this article, there is a good chance you are interested in using Salesforce Forms to streamline data management in your legal firm and make more personalized connections with clients. But first up, what are Salesforce Forms? Salesforce Forms can refer to any form integrated with the Salesforce ecosystem. There are several ways you…
Electronic signatures (eSignatures) are better for the environment, save legal firms time and money, and make the signing process a million times easier for clients. Instead of getting swamped by admin and endless paperwork, it’s now the new norm to have one document with multiple signature fields. Clients receive a link or email so that they can…
Document generation underpins almost every major financial service process, whether it is proposals vs. quotes, contracts, financial compliance reporting, invoices, client correspondence, and much more! And no matter your financial service, whether it be risk management automation, onboarding or loan processing, investment or wealth management, you need accurate and up-to-date documents to keep internal records, finalize negotiations…
Salesforce Experience Cloud, previously called Community Cloud, allows financial service teams to build custom online communities and portals branded to their unique web project requirements. When financial firms or banks create these types of projects, they provide seamless and connected content across all communication channels, which clients learn to trust. Web portals created with Salesforce Experience Cloud…
