The Best Notary

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Clio Certified Partner logo
6504725808
Burlingame, CA

About

The Best Notary provides a fully managed outsourced back office for growth-focused estate planning attorneys—handling document prep, notarization, deed recording, and final portfolio assembly nationwide. As a Clio Certified Partner, we also offer custom integration and AI consulting services that connect Clio to any app or workflow, creating seamless data flow and smarter automation. From client intake to signed, recorded, and delivered, we help firms work faster, serve more families, and reclaim their time.

Services

  • Custom Workflows
  • Enhanced Training
  • Automation
  • Custom Development
  • Integrations
  • Document Templates
  • Document Migrations
  • Data Migrations

Disclaimer

Please note, Clio doesn't guarantee the service of any one consultant. We don’t necessarily review advisors' listings and we don’t recommend or guarantee the service provided by any one advisor – always perform your own due diligence and be comfortable with whomever you decide to partner with.

Clio Certified Consultant means that representative(s) have been assessed by Clio as proficient in the use and resale of the Clio application. Clio’s certification process does not assess any individual or advisor’s proficiency as an accountant, consultant, law firm advisor, etc.

Clio Certified Consultants are not employees of Clio.

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