AI receptionist for notaries: every call finds its file and its clerk, without disturbing the office.
Sayelo, the AI voice agent and AI receptionist for notaries, answers 24/7. File and clerk identified, complete messages, appointments booked, estate agencies and signings handled within your rules: the agent runs the office's switchboard. From €39 excl. VAT/month, 14-day free trial, no set-up fees.
In a notary's office, the phone rings about the progress of a sale, an estate to settle, a missing document, an estate agency wanting a signing date. Every call is looking for a specific file and a specific person. Sayelo answers, identifies the file and the clerk in charge, takes a complete message or transfers according to your rules, and books the office's appointments. The AI announces itself in its very first sentence and never gives legal advice.
from €39 excl. VAT/month afterwards · no commitment · the AI announces itself on every call
In a notary's office, the phone is a queue of progress requests, missing documents and estate agencies wanting a date. Every call is looking for a specific file and a specific person, and every interruption lands on a clerk or a notary working on another deed. Reception repeats the same three steps all day long, and the messages pile up.
Sayelo's AI switchboard answers for the office. It introduces itself as an AI assistant, links the call to the file and the clerk in charge, checks that the caller is indeed a party to the file before saying anything at all, takes a complete message or transfers according to your rules, and books appointments and signings in the right calendar. Estate agencies, banks and fellow notaries follow your per-contact instructions. It never gives legal advice, never states fees or timescales, and every exchange comes back to you by email, summarised and transcribed.
Day to day
What notaries face on the phone.
“What stage is my case at?”
A large share of a notary's calls are progress requests: the sale, the estate, the deed waiting for a document. Each one interrupts a clerk or a notary who is, precisely, working on a file.
A switchboard looking for the right person
Find the file, then the clerk in charge, then find out whether they're available. Three steps that reception repeats a hundred times a week, before even taking the message.
Estate agencies, banks, fellow notaries
An estate agency wanting a signing date, a bank waiting for a document, another notary's office sending a document. Professional calls that need to reach the right place, without waiting behind progress requests.
Confidentiality and record-keeping
A notary's office discloses nothing about an estate to someone it cannot identify, and every exchange must leave a reliable record. A sticky note on a desk guarantees neither.
How much are your missed calls costing you? Work it out in one minute with the calculator.
What the agent does
What your AI receptionist does for a notary's office.
Identifies the file and the clerk in charge
Name, reference, type of deed. The agent links the call to the right file and the right person, using the list you give it or your contacts in Sellsy or monday.com, and applies your instructions for that team member.
Takes a complete message, or transfers
Specific request, documents mentioned, best time to call back. The message reaches the clerk by email and in the app, with the transcript. If your rules provide for it, the call is transferred directly.
Books the office's appointments
First appointment, signing appointment, dropping off documents. The agent books a real slot in the calendar of the notary or clerk concerned, confirms by SMS with the documents to bring and sends a reminder the day before.
Handles estate agencies, banks and fellow notaries according to your rules
An estate agency asking for a signing date, a bank waiting for a certificate, another notary's office. The agent recognises them and applies your instructions (priority transfer or message to the clerk), without making them wait behind progress requests.
Discloses nothing to an unknown caller
The agent gives no information about a file to anyone it cannot link to that file. It takes the message and leaves the decision to the office. It never gives legal advice or an estimate of fees.
Explains which documents to provide
For an estate, a sale, a marriage or a lifetime gift, it gives the list of documents you have written and sends it by SMS, so the file moves forward without a call back.
Emergencies
Emergencies: what gets transferred, and when.
- Recent death, urgent estate to open: priority message to the notary, or transfer according to your time slots
- Signing this week, cooling-off period, funds to release: transfer to the clerk in charge or priority call back
- Estate agency, bank, fellow notary: instructions specific to each contact
- Non-urgent progress request: complete message to the clerk with the file reference
- New client, first appointment: qualification and a slot in the calendar
You decide which team members calls can be transferred to, at what times, and what the agent says when they're away. It states no amount of fees, no signing date and no legal position. Those answers remain the office's.
Each transfer number can be offered only at certain times, in your country's time zone: an on-call line in the evening and at weekends then takes priority over the usual number. Outside these times, the agent takes a message and sends it to you. The transfer is direct: if nobody answers, the caller reaches the voicemail of the transfer number.
Step by step
A typical call, from the first ring to the summary.
The ring
The agent answers while reception is busy and introduces itself as the office's AI assistant.
The file
Name, reference, type of deed. It links the call to the file and the clerk in charge.
Identification
It checks that the caller is a party to the file before saying anything at all, and otherwise simply takes the message.
The message or the transfer
Specific request, best time to call back, or direct transfer if your rules provide for it for this contact.
The appointment
First appointment or signing: a real slot in the notary's or clerk's calendar, confirmed by SMS with the documents.
The summary
After the call, an email to the office with the summary, the file concerned, the request and the full transcript.
Calendar and tools
Your appointments in your calendar, your calls in your tools.
The calendars of the notary and the clerks (Google Calendar, Microsoft 365 or Cal.com) receive appointments and signings in the slots you open. Every call can be sent to your notarial software by webhook, and if your clients and files are in Sellsy or monday.com, the agent recognises them as soon as it answers. Recordings are announced, opt-in and deleted automatically. Each notary can manage the agent assigned to them from their own access (3 agents and 3 users on the Pro plan, 5 and 5 on Business), and the activity log shows who changed what, and when.
- Your calendar read live, in Google Calendar, Microsoft 365 or Cal.com: real slots, double-booking lock, confirmation and SMS reminder the day before
- SMS sent during the call, with the caller's consent: address, booking link, instructions you've prepared
- Email summary after every call, full transcript, and webhooks to your business software
Sellsy and monday.com connected natively, all your other tools via outbound webhooks. All integrations →
Number and setup
Your number, your setup.
You keep your current number by forwarding it to your agent's number. Your agent also receives a number according to your country's rules: see Sayelo in your country.
Ready in 5 minutes: your agent guides you in writing, on WhatsApp or with a form, reads your website, and you listen to its voice before choosing it. Our team then fine-tunes the settings with you. Numbers and telephony are provided by a partner operator registered with ARCEP (the French telecoms regulator). How it works →
Comparison
Voicemail, call answering service or Sayelo?
| Voicemail | Call answering service | Sayelo | |
|---|---|---|---|
| Available 24/7 | Passive | Extended hours | Round the clock |
| Immediate answer | — | Queue | Yes |
| File and clerk identified | No | Depends on the script | Yes, on every call |
| Nothing disclosed to an unidentified caller | Not applicable | Depends on instructions | Yes, by default |
| Estate agencies and banks handled according to your rules | No | Sometimes | Yes, per contact |
| Summary & transcript | No | Varies | Yes |
| Cost | Low, ineffective | High | Fixed, from €39/month excl. VAT |
Pricing
Clear pricing, from €39/month excl. VAT.
14-day free trial. No fixed-term commitment: cancel at any time, with 30 days' notice. Minutes, SMS and the number of agents depend on the plan: see pricing and plan details →
Frequently asked questions
Questions from notaries.
How does the agent find the right file?
With the caller's name, the reference shown on your letters or the type of deed. You give it the match between files and clerks, as a list or through your contacts in Sellsy or monday.com, and it links each call to the right person.
Does it give updates on a file's progress?
No. It doesn't have the progress status and doesn't make it up. It takes a complete message for the clerk, with the reference and the best time to call back, or transfers the call if your rules provide for it. It says nothing about a file to anyone it cannot link to it.
How are estate agencies handled?
According to your per-contact instructions. An agency calling about a signing date can be transferred to the clerk in charge, or leave a priority message. The agent recognises it by its number and picks up the history of recent calls.
Can it state fees or a timescale?
No. It gives no amount of fees, no signing date and no legal advice. Those answers remain the office's, and the agent simply passes the question on.
Does it book signing appointments?
Yes, in the calendar of the notary or clerk concerned, in the slots you open, for the length you set. It confirms by SMS with the documents to bring and sends a reminder the day before. For a signing with several parties, it notes the request and leaves the office to coordinate.
Will my clients know they're talking to an AI?
Yes, the agent says so in its very first sentence. A client calling about an estate wants to be sure their request reaches the right clerk and that someone will call them back. They come away with that certainty and a confirmation SMS.
Can I keep the office's number?
Yes. You keep your current number, as you prefer: by forwarding it to your agent or, in France, by porting it, on all plans. A new number is also included from the start of the trial, if you would rather start from scratch. Either way, the number printed on your letters always gets answered.
Updated on 27 October 2026.
Other industries
Sayelo for other industries.
- the AI voice agent for law firms: Area of law and urgency qualified, out-of-scope requests filtered, first appointments booked: the agent protects your billable time.
- handling an accounting firm's calls during tax season: Client and accountant identified, precise messages, prospects qualified, year-end appointments booked: the agent holds the line during tax season.
- AI receptionist for estate agents: Calls about listings qualified, viewings and valuations scheduled, every call summarised for the negotiator: the agent answers during your viewings.
- the AI voice agent for funeral directors: Families received with dignity at any hour, put straight through to the on-call team, essential information gathered, practical questions and sales calls handled.
Guides: AI receptionist: the complete guide · Voice agent and reception team: working together · Keeping your number: porting step by step (France)
AI receptionist: all industries · Sayelo for professionals · Security and GDPR · AI virtual receptionist
Hear it answer
before you decide.
The agent calls you back on your mobile and plays the receptionist for a notary's office. Three minutes, free, no bank card needed.