Features
From first client to D208 — every case step, automated. Built for the Romanian notarial context: legislation, forms, deadlines.
01
Conflict-Free Calendar
Appointments with automatic overlap detection, configurable working hours per notary, and colors per act category. Week or day view with fast navigation.
- 6 statuses: Scheduled → Confirmed → In Progress → Completed → Cancelled / No-show
- One-click conversion from appointment to case
- WhatsApp reminder for clients (deep link)
- Duration per act type, with manual override
02
30-Second Client Intake
Scan an ID document with OCR + MRZ. Fields are extracted automatically with confidence indicators. Verify companies with ANAF in one click.
- Supports new CI (CEI, TD1), old CI (TD2), passport (TD3)
- Zero config: Python + Tesseract bundled in the installer
- ANAF company verification: status, VAT, history
- Individual + company registry with all notarial fields
- Associated properties with transaction history
03
Cases Under Control
Kanban board with 9 statuses in 3 groups: Preparation (New → Ready to Sign), Execution (Signed → Registered), Delivery (Delivered → Invoiced). Drag and drop cases between columns.
- List + board view, with filters and search
- Case detail with 7 tabs: General, People, Checklist, Documents, Taxes, Registers, History
- Priorities: Urgent, High, Normal — with colored badge
- SIGNED automation: registry entry + D208 draft for real estate acts
- Deadline alerts: red=overdue, orange≤2 days, yellow≤7 days
04
Checklists That Follow The Law
Templates per act type with legal procedure notes. Per-case instances with 4 statuses. Export PDF or send via WhatsApp.
- Auto-generated on case creation
- Condition labels (e.g. "only for companies", "only for land")
- PDF export with office header
- WhatsApp link with pre-filled message (missing items only)
- Template editing in Settings
05
D208 And Taxes, Error-Free
D208 declaration auto-generated from signed cases. XML export validated against XSD v7. Tax calculator with full breakdown.
- Monthly view with status filters, deadline warning banners
- Bulk XML export for current month
- Estimate PDF export
- Market study importable from CSV
- All OMJ 177/C/2024 fee brackets included
06
Private By Design
All cases, clients, and declarations are stored locally in SQLite. The API only handles licenses and updates — never your data. Compliant with Law 36/1995 on notarial professional secrecy.
- Automatic daily backup + manual .zip export
- Read-only mode without license (data remains accessible, export always works)
- 7-day offline grace period
- Auto-updates with SHA-512 verification
Compliant with Law 36/1995 on notarial professional secrecy
Exploring
Direct SPV
D208 filing directly in ANAF Virtual Private Space
Client Portal
Web self-service portal for clients
NFC Chip
Read electronic ID cards via NFC
Mobile Companion
Read-only mobile view