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.

Logo depicting a notary's feather in reference to notary offices

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

Logo depicting a notary's feather in reference to notary offices

N-1200

Logo depicting a notary's feather in reference to notary offices

N-1400

Logo depicting a notary's feather in reference to notary offices

N-1600

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.

A contact management system that allows you to set up and organise appointments with your clients and to manage the history of exchanges for each file.

The software takes the issue of notary office deposits seriously and allows you to manage the flow of money for each file and each project.

Modular solution

Basic modules included with MCA Notary

ERP – CRM – CMS Module

Standard administrative management of your study, with management of incoming and outgoing money 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. Model contracts or standard letters for correspondence with your contacts, linked directly to the files with the possibility of integrating annexes.

Planning Module

Complete planning management, whether it be appointments, tasks to be completed per case or employee schedules.

Guest Access Module

Secure guest access to various information and documents for customers, suppliers, contractors, 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.

Presentation of MCA Notary modules on different screens

The benefits of flexible software

N

High security, protection, availability and confidentiality of your data

Backup, access rights, data storage in Switzerland in a secure private cloud is a priority for MCA, bringing you :

  • Increased confidence of your customers, suppliers and employees
  • Reputation maintained
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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
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Cloud computing and dematerialisation of processes

  • Access to data anywhere and anytime
  • Reduced infrastructure costs (IT equipment)
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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), invoice with QR-Code, etc.
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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
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Tailor-made

  • Customisable and accessible (mobile, tablet, PC/Mac)
  • Multilingual interface, adaptable to your company’s taste and colours (FR, EN, DE, IT)
N

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.

Presentation of invoices in MCA Colibri

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.

Presentation of invoices in MCA Colibri

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.

Presentation of invoices in MCA Colibri

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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