Management software for notaries
Keep track of time spent and services per mandate, invoice your services per case/client according to preferred pricing and manage all elements of your files in a single work platform.
Tailor-made software for notaries’ offices
MCA Notary is a highly flexible software, to which you can add all the features you need. However, to guide you in your choice of management tool, we offer 3 basic versions, with more or less functionality.
MCA Notary Packs N-1200 to N-1600
N-1200
- Administration
- Logistics
- Services
- Principals
- Provision request
- CRM / Customer Relationship Management
- Time-sheets
- Planning (Agenda)
- Customer Relationship Management
- Finance
- General accounting, multi-currency
- Invoice payments (suppliers)
- Case management
- Customer files
N-1400
- Administration
- Logistics
- Services
- Principals
- Provision request
- Case management
- Customer files
- CRM / Customer Relationship Management
- Time-sheets
- Planning (Agenda)
- Customer Relationship Management
- Finance
- General accounting, multi-currency
- Invoice payments (suppliers)
- Human Resources
- HR-Employees (salaries)
N-1600
- Administration
- Logistics
- Services
- Principals
- Provision request
- Case management
- Customer files
- Project management
- Project and customer management
- CRM / Customer Relationship Management
- Time-sheets
- Planning (Agenda)
- Customer Relationship Management
- Finance
- General accounting, multi-currency
- Invoice payments (suppliers)
- Human Resources
- HR-Employees (salaries)
- HR-Time Management
- HR-Scheduling and leave balances
Features in detail
You’ll find a full list of software features depending on the package you need.
Administration
– User and password management
– User access rights management
Logistics
Services
– Management of services provided
– Management of services
– Management of ‘Expense, Sales’ accounts
– VAT by product
– Management of suppliers
– Supplier sub-ledger accounting
Clients
– Client management with reports
– Sub-ledger accounting
– Quotations
– Provision request
– Invoices, QR-code – IBAN pdf – credit card (Stripe subscription)
– Management of multiple correspondents per invoice, personalized text
– Sending quotations and invoices in pdf format by e-mail
– Collection – camt054 – iso : 20022 + credit card (Stipe subscription)
– Table of open invoices with reminders
– Graph
– Send documents by e-mail
Provision request
– Management of credit notes (customers)
– Management of open down payments (customers)
CRM / Customer Relationship Management
Time-sheets
– Definition of services, by line and by project
– Settlement, choice of allocations for invoicing
– Linked to activity reports, staff schedules
– User reports
Planning (Agenda)
– Planning, week, month, year
– Counting hours
CRM/Customer Relationship Management
– Import of pdf, xls, word and image documents
– Linked to planning with schedule
– Linked to CMS for customized forms
– Linked to Time-Sheets, activity reports, staff schedules
– Linked to website, activity reports
– Newsletter dispatch
– Event management for statistics
– Integrated mailbox
– Classification of directories, activity centers
– Prospect file
Finance
General accounting, multi-currency
– Journal of entries
– Summary of accounts
– Customized accounts (analytical accounting)
– Accounts receivable and payable management
– VAT increment and settlements
– Final printout pdf
– Analysis by account
– VAT settlements
Invoice payments (suppliers)
– Payment schedule
– Supplier subledger accounting
– Analysis of payments by period
– Depreciation management
Payment consolidation
– Postfinance OPAE-FDS – iso :20022
– Banks DTA (pain001) – EBICS – iso : 20022
Human Resources
HR-Employees (salaries)
– Choice of salary by trade
– Management of social security statements
– Management of employer charges
– Insurance documents
– Auxiliary accounting
– Linked with general accounting
HR-Time management
– Production time management
– Employee time management
– Worksheet management
– Planning, week, month, year, time accounting
HR-Scheduling and vacation balances
–Schedule, week, month, year, hours counting
Case management
Customer files
– Centralized management of customers/suppliers
– Centralized management of invoices
– Storage of documents relating to the file
– Management of dates assigned to schedules
– Centralized management of CRM files
– Centralized management of contracts generated by CMS
Project management
Project management, customers
– Project management / mandates / monetary vision
– Follow-up of offers, invoices, receipts, customers
– Follow-up of offers, invoices, receipts, suppliers
LA-1200
Administration
– User and password management
– User access rights management
Logistics
Services
– Management of services provided
– Management of services
– Management of ‘Expense, Sales’ accounts
– VAT by product
– Management of suppliers
– Supplier sub-ledger accounting
Clients
– Client management with reports
– Sub-ledger accounting
– Quotations
– Provision request
– Invoices, QR-code – IBAN pdf – credit card (Stripe subscription)
– Management of multiple correspondents per invoice, personalized text
– Sending quotations and invoices in pdf format by e-mail
– Collection – camt054 – iso : 20022 + credit card (Stipe subscription)
– Table of open invoices with reminders
– Graph
– Send documents by e-mail
Provision request
– Management of credit notes (customers)
– Management of open down payments (customers)
CRM / Customer Relationship Management
Time-sheets
– Definition of services, by line and by project
– Settlement, choice of allocations for invoicing
– Linked to activity reports, staff schedules
– User reports
Planning (Agenda)
– Planning, week, month, year
– Counting hours
CRM/Customer Relationship Management
– Import of pdf, xls, word and image documents
– Linked to planning with schedule
– Linked to CMS for customized forms
– Linked to Time-Sheets, activity reports, staff schedules
– Linked to website, activity reports
– Newsletter dispatch
– Event management for statistics
– Integrated mailbox
– Classification of directories, activity centers
– Prospect file
Finance
General accounting, multi-currency
– Journal of entries
– Summary of accounts
– Customized accounts (analytical accounting)
– Accounts receivable and payable management
– VAT increment and settlements
– Final printout pdf
– Analysis by account
– VAT settlements
Invoice payments (suppliers)
– Payment schedule
– Supplier subledger accounting
– Analysis of payments by period
– Depreciation management
Payment consolidation
– Postfinance OPAE-FDS – iso :20022
– Banks DTA (pain001) – EBICS – iso : 20022
Case management
Customer files
– Centralized management of customers/suppliers
– Centralized management of invoices
– Storage of documents relating to the file
– Management of dates assigned to schedules
– Centralized management of CRM files
– Centralized management of contracts generated by CMS
LA-1400
Administration
– User and password management
– User access rights management
Logistics
Services
– Management of services provided
– Management of services
– Management of ‘Expense, Sales’ accounts
– VAT by product
– Management of suppliers
– Supplier sub-ledger accounting
Clients
– Client management with reports
– Sub-ledger accounting
– Quotations
– Provision request
– Invoices, QR-code – IBAN pdf – credit card (Stripe subscription)
– Management of multiple correspondents per invoice, personalized text
– Sending quotations and invoices in pdf format by e-mail
– Collection – camt054 – iso : 20022 + credit card (Stipe subscription)
– Table of open invoices with reminders
– Graph
– Send documents by e-mail
Provision request
– Management of credit notes (customers)
– Management of open down payments (customers)
CRM / Customer Relationship Management
Time-sheets
– Definition of services, by line and by project
– Settlement, choice of allocations for invoicing
– Linked to activity reports, staff schedules
– User reports
Planning (Agenda)
– Planning, week, month, year
– Counting hours
CRM/Customer Relationship Management
– Import of pdf, xls, word and image documents
– Linked to planning with schedule
– Linked to CMS for customized forms
– Linked to Time-Sheets, activity reports, staff schedules
– Linked to website, activity reports
– Newsletter dispatch
– Event management for statistics
– Integrated mailbox
– Classification of directories, activity centers
– Prospect file
Finance
General accounting, multi-currency
– Journal of entries
– Summary of accounts
– Customized accounts (analytical accounting)
– Accounts receivable and payable management
– VAT increment and settlements
– Final printout pdf
– Analysis by account
– VAT settlements
Invoice payments (suppliers)
– Payment schedule
– Supplier subledger accounting
– Analysis of payments by period
– Depreciation management
Payment consolidation
– Postfinance OPAE-FDS – iso :20022
– Banks DTA (pain001) – EBICS – iso : 20022
Human Resources
HR-Employees (salaries)
– Choice of salary by trade
– Management of social security statements
– Management of employer charges
– Insurance documents
– Auxiliary accounting
– Linked with general accounting
Case management
Customer files
– Centralized management of customers/suppliers
– Centralized management of invoices
– Storage of documents relating to the file
– Management of dates assigned to schedules
– Centralized management of CRM files
– Centralized management of contracts generated by CMS
LA-1600
Administration
– User and password management
– User access rights management
Logistics
Services
– Management of services provided
– Management of services
– Management of ‘Expense, Sales’ accounts
– VAT by product
– Management of suppliers
– Supplier sub-ledger accounting
Clients
– Client management with reports
– Sub-ledger accounting
– Quotations
– Provision request
– Invoices, QR-code – IBAN pdf – credit card (Stripe subscription)
– Management of multiple correspondents per invoice, personalized text
– Sending quotations and invoices in pdf format by e-mail
– Collection – camt054 – iso : 20022 + credit card (Stipe subscription)
– Table of open invoices with reminders
– Graph
– Send documents by e-mail
Provision request
– Management of credit notes (customers)
– Management of open down payments (customers)
CRM / Customer Relationship Management
Time-sheets
– Definition of services, by line and by project
– Settlement, choice of allocations for invoicing
– Linked to activity reports, staff schedules
– User reports
Planning (Agenda)
– Planning, week, month, year
– Counting hours
CRM/Customer Relationship Management
– Import of pdf, xls, word and image documents
– Linked to planning with schedule
– Linked to CMS for customized forms
– Linked to Time-Sheets, activity reports, staff schedules
– Linked to website, activity reports
– Newsletter dispatch
– Event management for statistics
– Integrated mailbox
– Classification of directories, activity centers
– Prospect file
Finance
General accounting, multi-currency
– Journal of entries
– Summary of accounts
– Customized accounts (analytical accounting)
– Accounts receivable and payable management
– VAT increment and settlements
– Final printout pdf
– Analysis by account
– VAT settlements
Invoice payments (suppliers)
– Payment schedule
– Supplier subledger accounting
– Analysis of payments by period
– Depreciation management
Payment consolidation
– Postfinance OPAE-FDS – iso :20022
– Banks DTA (pain001) – EBICS – iso : 20022
Human Resources
HR-Employees (salaries)
– Choice of salary by trade
– Management of social security statements
– Management of employer charges
– Insurance documents
– Auxiliary accounting
– Linked with general accounting
HR-Time management
– Production time management
– Employee time management
– Worksheet management
– Planning, week, month, year, time accounting
HR-Scheduling and vacation balances
–Schedule, week, month, year, hours counting
Case management
Customer files
– Centralized management of customers/suppliers
– Centralized management of invoices
– Storage of documents relating to the file
– Management of dates assigned to schedules
– Centralized management of CRM files
– Centralized management of contracts generated by CMS
Project management
Project management, customers
– Project management / mandates / monetary vision
– Follow-up of offers, invoices, receipts, customers
– Follow-up of offers, invoices, receipts, suppliers
With MCA Notary
Manage your business with peace of mind
MCA Notary, a software adapted to the needs of notary’s offices, is a reliable tool for storing and consulting the various authenticated acts and contracts and optimising the organisation of the various registers.
Contact management, enabling you to schedule and organize appointments with your customers, as well as manage the exchange history of each file.
The software takes the issue of notary office deposits seriously, allowing you to manage the flow of money for each file and project.
- Liaison between government, banks and individuals
- Management of the register of acts
- Time-sheets for time management
- Data privacy
- Cash flow management by case
- Document and text templates
- Scheduling appointments
Modular solution
Basic modules included with MCA Notary
ERP – CRM – CMS Module
Classic administrative management of your study, with management of incoming and outgoing cash flows by file and by project to facilitate liaison between the State, banks and individuals. Tracking of tasks and interactions with customers or prospects, with contact management, history. Contract templates or standard letters for correspondence with your contacts, linked directly to files with the option of including appendices.
Planning Module
All scheduling management, from appointments and tasks to employee schedules.
Guest Access Module
Secure guest access to various information and documents for customers, suppliers, service providers, prospects or employees.
Reporting Module
Real-time reports and statistics in graph or table format.
Additional modules
It is possible to add additional modules to the software. Feel free to check our modules page to see what options are available.
The benefits of flexible software
High security, protection, availability and confidentiality of your data
For MCA, backup, access rights and data storage in Switzerland in a secure private cloud are a priority, bringing you :
- Increased confidence of your customers, suppliers and employees
- Reputation maintained
Scalability and continuous improvement
- New features and regular application enhancements, which support good business practices and improve your operations
- New services offered in line with customer needs, market and technology trends
Cloud computing and dematerialisation of processes
- Access to data anywhere and anytime
- Reduced infrastructure costs (IT equipment)
Complies with legislation & regulations
- Accounting and management of your operations in accordance with the latest legal standards.
- Compliance with ISO 20022, RGPD (General Data Protection Regulation), billing with QR-Code, etc.
Easy integration and broad compatibility
- Quick and easy addition of modules and services, based on a single database
- Extensive interoperability with your third-party applications, your e-commerce tool, different OS (Windows, Mac, Android and Linux) and your third-party machines
Tailor-made
- Customisable and accessible (mobile, tablet, PC/Mac)
- Multilingual interface, adaptable to your company’s taste and colors (FR, EN, DE, IT)
Shared work platform
- Synchronisation of documents and data with change history
- Different levels of access according to established profiles
Key features
A global vision of each mandate
Case management
You can efficiently manage each case in your office by having a complete view of all the documentation, address book, schedules and exchanges with related clients as well as the financial flows.
Predefined text and layout templates simplify the creation of all types of documents (notarial deeds, letters, invoices, contracts, ….).
Certain documents or information relevant to a case may be made available online to clients or other stakeholders through a private account.
Invoicing
MCA Notary has a time-sheet system for monitoring working hours: you enter the time spent on each file (writing documents, appointments, calls, etc.) directly into your time-sheet.
You generate your invoices by time spent or by fixed price on the basis of tariff conditions, adding costs, fees and disbursements. Your fee agreements can be integrated into the billing system with the fees applicable to your clients and cases. It is possible to invoice a client on several cases or several clients in the same case.
The management of unpaid bills is done within the software itself, with automatic alerts and reminders.
Accounting
The accounting is integrated into your management: no need to re-enter all the data for the various balance sheets. MCA Notary integrates all accounts and manages inputs, outputs and expenses.
VAT management is easy because it is integrated into the software and can be configured according to the standards in force.
Planning
MCA Notary features schedule and planning management: you plan and assign tasks for a case, including deadlines. Automatic reminders alert you to the approach of various deadlines related to current cases.
You can also manage your various appointments and one-off or recurring events in your calendar, which can be shared with your colleagues.
Report and analysis
Management reports allow you to analyse the data collected by the software. You can format them as you wish to remove the elements that interest you.
For example, you will be able to analyse your activity by measuring the average revenue per case or by evaluating the performance of your teams.
Communication with customers
Automated e-mails and SMS messages allow you to communicate information about current cases to your customers, partners and other contacts.
Employee management
Employees are also integrated into MCA Notary, and salaries and related deductions can be defined.
Hours can be managed in different ways: either with fixed hours, or with a stamper connected to the software, or with manual time insertion.
Holidays, paid leave and justified or unjustified absences are all integrated and can be set up according to your rules.
Over 20 years of experience
As a software publisher and information management expert, MCA Concept is continually improving its software base to meet customer demands.
We pay attention to your needs and adapt the software processes to your working methods to make your work as easy as possible.
Do you want to optimise the follow-up of your files and services ?
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