● Business offer — Notarial offices

AI agent for notarial offices — professional secrecy preserved

Draft deeds built from your own templates, civil-status records, land registration formalities, estate files: your agent absorbs the case-preparation work that fills a clerk's day. It runs locally or on an isolated resource hosted in France — professional secrecy never leaves the office. The notary reviews and signs.

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Hosted in France Professional secrecy preserved GDPR & AI Act: governed deployment The notary reviews and signs

Updated on 07/09/2026

Deployed in a few weeks

Notarial assistant · hosted in France

Estate file opened yesterday. Where does it stand, and what is missing to move forward?

File prepared: 14 documents expected, 9 obtained, 5 outstanding.
Obtained: death certificate and the heirs' civil-status records verified electronically with the connected municipalities, family record book, marriage contract traced in the central register of wills.
Outstanding: bank statements (2 institutions chased this morning), life-insurance certificate, property tax notice, cadastral extract, latest income tax assessment.
The chasing letters are ready on your letterhead, one per institution.
⛓ Sourced · office file, electronic civil-status verification, replies received

And the tax deadline — where are we?

As the death occurred in France, the inheritance tax return is due within six months (twelve months had the death occurred abroad). 4 months and 11 days remain.
What I have prepared: the draft return filled in for everything already evidenced, each box linked to the document that supports it; the five lines that depend on the missing documents are left open and flagged.
My suggestion: a second chase at D+8 to the two banks, historically the slowest in your files.
The draft goes to your screen, not to the tax office: the notary reviews and signs.
✎ Action · draft return ready for review — the notary reviews and signs

Local inference · no data outside the EU

Data hosted in France

Sovereign by designLocal inference or hosting in France

GDPR & AI Act: governed deploymentTraceability & human oversight

TurnkeyDesigned, installed and operated for you

The notary reviews and signsThe agent prepares, never executes the deed

✦ In brief

In a notarial office, a Blue Lemon Agent agent prepares draft deeds from your own templates, collects and checks supporting documents (civil status, planning, property records), follows formalities through to land registration and prepares estate files while holding their deadlines. It runs locally or on an isolated resource hosted in France: minutes, files and client documents are never exposed to a foreign service, architecture designed to reduce exposure to extraterritorial legislation, location alone not being enough to guarantee immunity. The agent connects to the office's drafting software, to electronic civil-status verification and to the electronic filing channel of the land registry. The notary reviews and signs: authenticity is the public officer's, never the agent's. Live in a few weeks.

100 %

hosted in France in the target architecture

transfer outside the EU in the target architecture

use cases ready to deploy on this scope

decision taken without human approval

Benchmarks describing our offer, not results measured at a client. The scale of the gain is confirmed by a pilot on your own scope.

The context

Why notarial offices look at AI — and why they hesitate

Notarial practice absorbs an ever-growing documentary load: records to request, chase, check, formalities to follow, deadlines to hold. Consumer AI answers the urgency… at an unacceptable risk to professional secrecy.

! The stakes

A notarial file turns as much on the completeness of its documents and on deadlines held as on drafting. Yet case preparation — requesting, chasing, checking, filing — consumes clerks' days while producing nothing visible to the client. Handing those files to a consumer AI tool would expose information covered by professional secrecy — parentage, estates, testamentary provisions — to a third party often hosted outside Europe and subject to the Cloud Act.

✓ Our answer

AI is only of interest in a notarial office if it is sovereign and confidential by design. Local inference or an isolated resource hosted in France, connected to your drafting software, to electronic civil-status verification and to the land registry's electronic filing channel: the agent takes on the whole preparation and hands the notary a file ready to review. The notary reviews and signs — the authentic deed belongs to the public officer, and the agent never comes near the signature.

The decisive point

The notary's professional secrecy: sovereignty & compliance

Parentage, estates, wills, sale prices: a notarial file concentrates what a family holds most confidential. Here is how our architecture protects it, file by file — the same architecture deployed in law firms.

Local inference

The agent can run on a machine inside the office: no document, no draft deed leaves the network, nothing transits through a foreign cloud.

Hosting in France

Otherwise, a dedicated and isolated resource hosted in France under French law — your files: processing and access within the European Union targeted by the architecture.

Reduced extraterritorial exposure

Professional secrecy: architecture designed to reduce exposure to extraterritorial legislation, location alone not being enough to guarantee immunity.

Isolated resource per office

No pooling of files: an environment strictly dedicated to your office, walled off from every other.

Encryption & controlled access

Encryption in transit and at rest, role-based access (RBAC) — clerk, assistant notary, notary —, strong authentication and logging.

AI Act: governed deployment

Strictly a support agent; no deed executed or signed automatically; traceability and human oversight end to end.

What depends on the architecture chosen These points are not general guarantees: they are settled deployment by deployment, in the quotation.

The applicable location is that of the architecture set out in the quotation and verified before commissioning.
Local execution is announced only for the configuration explicitly described and accepted in the quotation.
The applicable isolation depends on the deployment mode set out in the quotation; no dedicated isolation is presumed.
The encryption mechanisms in transit and at rest, their components and key management are those documented for the architecture chosen.
Roles and permissions are configured and accepted for the identities and systems actually connected.
The events logged, their content, their retention period and who may access them are defined for the deployment chosen.

For the most sensitive files, SecNumCloud and reinforced hosting options are available depending on your requirements. A single architecture is designed to answer both the GDPR and extraterritorial exposure. Designed for deployment in line with the GDPR and the AI Act, after the processing, roles and context-specific risks have been assessed.

Demonstration

See the agent at work

4 real situations, taken from those that come up most often. Pick one: the exchange unfolds as it would in your organisation.

A scripted demonstration. These exchanges show how the agent behaves — its sources, its refusals, what it leaves to your teams. Nothing is sent from this page, no model is queried here, and the matters named are fictional. That is precisely what we promise your data.
The behaviours shown here — monitoring, automation rules, routing and reminders — are configured with you during deployment, from your tools, your rules and your thresholds.
The architecture points named in these exchanges — location, local execution, isolation, encryption, role-based access, logging — are not a guarantee attached to the demonstration: they are those of the architecture set out in your quotation, and verified before commissioning.

The company in this demonstration

Fictional company

Vergne & Delaunay notarial office — two notaries in a mid-sized town

Sector: Notarial practice — property, families and estates, a few corporate files
Headcount: 11 people, including 2 notaries, 4 clerks, 1 formalities officer and 2 assistants
Clients served: Local individuals, partner estate agencies, a few landlords
Caseload: 620 files opened a year, of which 180 estates; 3 to 5 months from file to signing
Tools in place: Drafting software, electronic file management, electronic civil-status verification, electronic filing of formalities
Who decides: The partner notary reviews and signs; the formalities officer sets the filing order
Room for improvement: 38 % of files pushed back at least once for a missing document, and 14 formality rejections last year

The office is not short of files: it is short of the time to prepare them. Clerks spend their days requesting, chasing and checking documents, and one signing in three is pushed back because one is missing. The agent is connected to the drafting software, to electronic file management, to electronic civil-status verification and to electronic filing of formalities. It prepares continuously; the notary reviews and signs.

This company, its figures and the exchanges that follow were invented for the demonstration. They illustrate a common situation; they describe no real client.

Notarial assistant · hosted in France

I prepared the estate file opened last night. 14 documents expected, 9 already obtained, 5 outstanding — and the tax deadline has been running since 3 June.
What I obtained, with the date and origin of each:
· Death certificate and the three heirs' birth records, verified electronically with the connected municipalities — replies received in under two hours.
· Marriage contract: traced in the central register of wills, the drafting office identified, a copy requested.
· Family record book and identity documents, taken from the file opened in 2019 for the same family: no need to ask the heirs again.
What is missing, and from whom: bank statements (2 institutions), life-insurance certificate, property tax notice, cadastral extract, latest income tax assessment.
What that means for the calendar: the inheritance tax return is due within six months of a death that occurred in France — twelve months had it occurred abroad. 4 months and 11 days remain, and your two banks took 41 days on average to reply across your last twelve files.
My proposal: I send the five requests this morning rather than at the next file review. Across your last twelve, the gap between « requested the same day » and « requested at the review » was nine days on average. file-status_estate-14-documents.pdf9 obtained, 5 outstanding, every document dated
⛓ Sourced · office file, the family's 2019 file, electronic civil-status verification, response-time history

The banks — how do you chase them? That is always where we lose the weeks.

At the rhythm you set, and I have already measured which one works on your own files.
What your history establishes: across 96 queries to banks over eighteen months, a chaser at D+15 brought the average reply time down from 41 to 26 days. A chaser at D+8, tested on 14 files, gained nothing more: it is the bank's internal circuit that sets the pace, not our insistence.
The rhythm I propose: request on the day the file opens, chaser at D+15, then a call from the clerk at D+30 — because beyond that it takes a voice, not one more letter. Each chaser repeats the file reference and the date of the original request, which spares the recipient from starting over.
What I do without asking again, once the rhythm is approved: send the D+15 chaser. It is one of only two automatic actions, and it is reversible: change the rhythm in a word and it applies to every open file.
And what stays with the office: the D+30 call, because it commits the office's word.
The chasing plan for the five institutions is ready, letters on your letterhead, one per recipient. chasing-plan_five-institutions.pdf41 days brought to 26 by the D+15 chaser
⛓ Sourced · 96 institution queries over 18 months, reply times by institution

Sale to be signed in three weeks. Where are the documents?

31 documents in the file, 29 valid on the planned signing date, 2 that will not be. I am showing you those two first, because they are what pushes a signing back.
The two documents to redo:
· The energy performance certificate remains valid, but the gas installation report expires four days before signing. The surveyor who produced the first one was contacted this morning; he offers Thursday.
· The planning certificate is more than six months old. I have requested an up-to-date one from the municipality — on your files in that municipality, replies come back in 12 working days.
What I checked without costing you a glance: agreement between the cadastral extract and the description in the title deed, the chain of successive owners over thirty years, the sellers' civil status and matrimonial regime, and the absence of any new charge registered since the March mortgage search.
One point for the office to settle: the title carries a right of way created in 1978 that neither the preliminary contract nor the listing mentions. This is not a missing document, it is information the buyer must be given — I have flagged it at the top of the file and drafted the corresponding paragraph, placed where it would sit in the deed if you keep it. document-check_property-sale.pdf31 documents, 2 to redo, 1 right of way flagged
⛓ Sourced · title deed, cadastral extract, March mortgage search, surveys, planning certificate

Build the draft deed.

Draft built on your template for the sale of a built property — the March one, not the 2021 one; they differ on three clauses. Every statement links to the document that supports it.
What is filled in and verified: description taken from the title and cross-checked against the cadastre, full civil status of the parties, origin of ownership traced over thirty years, mortgage position, surveys with their validity dates, planning situation.
What stays open, by name: three areas, each carrying the document that will unlock it — the up-to-date planning certificate, Thursday's gas installation report, and the managing agent's final statement. They are not filled in conditionally: they are empty and flagged, because a plausible but unsupported statement is exactly what a review does not catch.
What I added on my own initiative, for your decision: the 1978 right-of-way clause, drafted in the form your deeds use, and the comparison with the four sales in your office where the same right of way appeared — in three of them the paragraph sat in the description rather than in the special conditions.
What is yours: the review and the signature. The draft goes to your screen, never to the buyer. draft-deed_sale-open-areas.pdf3 open areas, each with its document
⛓ Sourced · the office's March template, title, cadastre, surveys, 4 comparable deeds of the office

The deed was signed on Tuesday. The formality file has been ready since Wednesday morning, and I have run it through the checks that make filings fail.
What I verified before showing it to you: agreement between the deed's description and the cadastre down to the character, civil status of the parties in the form the registry expects, unbroken chain of ownership, annexed documents complete and paginated, and consistency of the cadastral references across the deed, the extract and the mortgage search.
What those checks caught: a one-digit discrepancy in a plot's area between the old title and the current cadastral extract. Fixed before filing: it is the single most frequent ground among your fourteen rejections last year — six out of fourteen.
Where the others stand: 3 files filed this week, 2 formalities registered, 1 under examination.
The filing awaits your go-ahead: the office decides what goes out. formality-file_ready-to-file.pdf5 checks passed, 1 discrepancy fixed
⛓ Sourced · signed deed, cadastral extract, mortgage search, history of the office's 14 rejections

And if the registry rejects it anyway?

That happened last Tuesday on another file, and it went back 48 hours later. Here is exactly how.
The ground for rejection: an incomplete reference to an earlier registration in the origin of ownership — the registration reference of the 2004 deed stopped at the volume, without the number.
What I did within the hour: found the full registration in the 2004 file the office had kept, reconstructed the reference in the expected form, prepared the corrective deed and the new filing form, and checked that the same flaw affected none of the three files awaiting filing — it affected one, fixed before it went out.
What I draw from it: I added that check to the list run before every filing. Your fourteen rejections last year come down to five grounds only, and all five are now verified automatically before the file reaches you.
What stays with the notary: signing the corrective deed. The rejection and the new filing are documented so the client can be told about the delay without being handed jargon. rejection-and-fix_48-hours.pdf5 grounds for rejection now checked in advance
⛓ Sourced · registry rejection notice, the office's 2004 file, 3 files awaiting filing

And the estate from the first file — are we holding the deadline?

Yes, with 39 days to spare. The five missing documents have arrived, the last one the day before yesterday.
What the draft return contains: the assets listed line by line, each entry linked to the document that establishes it; the liabilities with their evidence; the split between the three heirs according to the devolution you settled; and the allowances applicable to each given their relationship to the deceased.
Three points I flag rather than settle:
· A life-insurance policy taken out after the deceased turned seventy — the applicable regime is not the one for earlier policies, and the answer turns on the exact dates of the payments, which I have isolated in the insurer's statement.
· A property held in undivided ownership since a 2011 gift, traced in the office's own file: the share follows from it.
· An antique item whose valuation rests on a choice of method. I have prepared the three accepted methods and what each yields on this item — the comparison is quantified, the choice is yours and it commits you.
What is yours: advising the heirs, settling those three points, the review and the signature. The notary reviews and signs: the draft goes nowhere without them. draft-return_estate.pdf39 days to spare, 3 points put to the notary
⛓ Sourced · the file's 14 documents, insurer's statement, 2011 gift kept by the office

Two months. What does it give us, honestly?

148 hours returned to the clerks over two months, more than four working weeks. And one figure that does not flatter me, which I publish with the others.
What moved:
· Signings pushed back for a missing document: 38 % of files → 11 %. The remaining 11 % come down to third parties nothing accelerates: a managing agent, a municipality, an heir abroad.
· Average time to obtain a document: 23 days → 14 days, the D+15 chaser accounting for most of it.
· Formality rejections: 14 last year → 1 over two months, fixed in 48 hours.
The figure that does not flatter me: out of 412 document requests, I made 7 for nothing — the document already existed, in a paper file the office had never digitised. Seven pointless requests sent to clients is seven times the office looked as though it did not know what it holds.
What I do about it: all 7 come from files predating 2016, the only ones not carried into electronic file management. I propose taking in the 340 files concerned — at the rate measured on the sample, three weeks of processing, with no clerk involvement. Meanwhile I warn before every request when a file has a paper predecessor: the clerk checks the cabinet in thirty seconds.
Compared with what: with yourselves first — 38 % of postponements against 11 %, on the same kind of files and the same headcount. Then with the trade, as an indication: a routine sale file draws on some thirty documents from six or seven third parties, and it is the number of third parties, not of documents, that sets the pace. dashboard_two-months-office.pdf148 h returned, 7 requests made for nothing
⛓ Sourced · document request log, planned and actual signing dates, filings and registry replies

What do you do without asking me? And where are our files while you do it?

Two automatic actions, and both protect the file rather than the deadline. Everything else waits for a word from the office.
· Chasing an institution that has not replied, at the rhythm you set — D+15, then handover to the clerk at D+30. You change that rhythm in a word and it applies to open files.
· Removing from the draft any document whose validity expires before the planned signing date, and starting its renewal. That is the action that avoided two postponements in two months, and the reverse holds too: if the signing moves, a document that has become valid again returns to the draft, with its date.
What awaits your decision: sending a document to a third party, filing a formality, the final wording of a clause, the advice given to a client, and of course executing the deed. The notary reviews and signs: authenticity belongs to the public officer, and I never come near the signature.
Where your files are meanwhile: with you. The agent runs on a machine inside the office, or on an isolated resource hosted in France under French law. Nothing goes out to a foreign service, nothing trains a third-party model, and access is set by role — a clerk sees only their files, the notary sees everything, every consultation is logged. Professional secrecy does not leave the office: that is a property of the installation, not a sales promise.
And you keep control wherever you are: an office dashboard, and supervision from a phone to approve a dispatch between two appointments. who-decides-what_in-the-office.pdf2 automatic actions, everything else with the office
⛓ Sourced · decision log, chasing settings, role-based access register

Local inference · no data outside the EU

Your case is not here? That is exactly what a 15-minute conversation is for. Book the free audit →

Use cases

What the agent takes on inside the office

Each use case is an agent we deploy. All of them work in support: the notary reviews and signs.

Included in your agent The 6 capabilities essential to this promise are included, at no extra cost.

From 930 € excl. VAT / month

Deed preparation

Draft sales, gifts, certificates of inheritance or property attestations built on the office's templates, each field linked to the document that supports it.

Civil-status records

Requesting and electronically verifying records with connected municipalities, checking parentage and matrimonial regimes.

Property and planning documents

Planning certificates, cadastral extracts, surveys and building-management statements: the agent chases until obtained and flags what expires.

Formalities and land registration

Preparing formality documents and tracking electronic filing with the land registry, including replies and rejections.

Estate files

Lists assets and liabilities, contacts the relevant institutions, prepares a draft return and tracks the filing deadline.

The office's memory

Finding a clause, a precedent or a document across your files and templates, through a knowledge agent.

Controls and safeguards These 7 controls are built into the agent: they frame what it does, whatever plan you pick. They are not chosen and are not added to your order.

Human validation, exceptions and escalation Status, safe closure and audit trail Sources, access rights and handling of questions with no answer Work from a versioned corpus with citations and the law as it stood on a given date Preserve confidentiality, compartmentalisation and access logging Manage deadlines, versions, evidence and human validation Flag uncertainties and reserve advice, decision and signature for the lawyer

Need to go further?

These agents handle a different business process, with their own owner and their own price. They are added to this one.

Legal research

Querying statutes, commentary and case law in plain language, with sourced answers, through the legal assistant.

Legal agent (contract / case law search) from 930 € excl. VAT / month Legal assistant →

Signing appointments

Qualifying incoming requests and booking signing appointments in the office's calendars.

Lead qualification / appointment booking agent from 602 € excl. VAT / month Appointment booking →

Does your need fall outside this?

In 15 minutes we identify the most relevant agent — without oversizing the project.

Book the free audit → Build your agent

The gain

How much time can an office recover?

By taking on document requests, chasing and completeness checks, the agent moves clerks' work towards review and client relations. The scale of the gain depends on your caseload and is confirmed by a pilot.

Building a file (documents, chasing, checks)

Today · done by hand

Prepared by the agent, to review

First draft of a deed from your templates

Today · done by hand

Prepared by the agent, to approve

Tracking formalities and deadlines

Today · done by hand

Tracked continuously, with alerts

Qualitative, non-contractual comparison: the proportions shown illustrate work moving towards review, they represent no measurement. Every output of the agent is read and approved by a competent person.

How it works

The stages of your AI agent project

Audit & scoping

15 minutes to target the use case with the best return.

Quote or direct sign-up

A catalogue offer is bought online; a specific need gets a costed quote.

Design

We design the agent and its guardrails.

Integration & testing

We connect your tools to the agent, which is itself hosted in France.

Rollout

Going live and training your team.

Operation

Continuous supervision and improvement.

Pricing

A notarial support agent, installed and operated for you

An agent connected to the office's drafting software, to electronic civil-status verification and to electronic filing of formalities, tailored to your templates and workflows. Prices excluding VAT — annual subscription, the time it takes for the gains to settle.

Agility

Setup + controlled subscription

11,595 € ^{excl. VAT} setup

then 930 € ^{excl. VAT}/month — you invest at installation and pay a reduced subscription. Ideal for keeping the cost under control over time.

Installation, configuration and training for your teams
Operation, human oversight, updates and support
Sovereign hosting in France, a dedicated and isolated resource

Order →

The simplest Serenity

All inclusive, no setup fee

1,570 € ^{excl. VAT} /month

all inclusive, immediate start. No upfront investment: a single subscription. Ideal for starting quickly and simply.

Setup included (installation, configuration, training)
Operation, human oversight, updates and support
Sovereign hosting in France, managed end to end

Order →

100% Sovereign

On site, you own it

15,885 € ^{excl. VAT} setup

then 1,146 € ^{excl. VAT}/month · + hardware from 2,491 € (one-off purchase, in addition) — a sovereign computer installed on your premises, maintained remotely. Models run locally, your data returned at the end of the contract. 36-month commitment.

Hardware installed on your premises (you own it)
French / European AI models run locally
Secure remote maintenance (Pro support included)

Order →

Not included in the packages: AI consumption (model tokens), re-invoiced at real cost with no margin, and tracked in real time in your client area. Maintenance and supervision subscription for an initial term of 12 months for the Agility package, 24 months for the Serenity package and 36 months for the 100% Sovereign package, renewable; support levels (SLA 72 h / 24 h / 4 h) optional. Bespoke development, additional integrations or exceptional volumes are quoted separately. Support Monday to Friday, 9am to 6pm. Prices exclude VAT.

AI model: none of the AI models offered currently carries a fixed surcharge. When the selected model carries a cost, that cost is shown when you choose it, before you order, and re-invoiced at the cost incurred, with no mark-up; usage is billed at the publisher's price. Publishers' prices are published in US dollars: the amount re-invoiced is the amount in euros actually borne by Blue Lemon Agent on the publisher's invoice, at that invoice's exchange rate, with no commission or mark-up.

Included components and additional components Components included in the base offer: the Blue Lemon Agent software foundation, the AI models listed in the order journey, the standard channels (Microsoft Teams, Slack, WhatsApp Business, email, website chat, calendars, Microsoft 365 / Google Workspace, file storage, market VoIP telephony, professional social-media pages and accounts, Google Business Profile), hosting in France for the package chosen, backups, supervision, updates and support. If adapting the AI agent to your constraints, your needs or your requests requires other paid components — a third-party publisher's software licence, paid API access to one of your applications, hosting of health data, for which French law requires an HDS-certified host (art. L. 1111-8 of the French Public Health Code), SecNumCloud-qualified hosting, a speech synthesis service, particular hardware —, they are offered to you as an option or on quotation and re-invoiced at the cost incurred; nothing is committed without your written agreement. Where the artificial intelligence model you choose entails an additional cost, that cost is shown to you before you order and re-invoiced to you at the cost incurred, with no margin.

What to expect

Go-live 2 to 3 weeks

Agent designed, channels connected, team trained.

Steady state 4 to 7 weeks

After a few weeks of real use, once the agent's behaviour matches what you expect. Indicative estimate, adjusted to the options you keep. It is not a delivery commitment.

See the full price list →

Estimate my gains in 1 minute →

Our commitment

Four guarantees that matter to a notarial office

Secrecy never leaves the officeLocal inference or an isolated resource hosted in France; no file, no document entrusted to a foreign third party, no content used to train a model.

Data in France, under French lawParentage, estates and provisions: minimisation and location in France, architecture designed to reduce exposure to extraterritorial legislation, location alone not being enough to guarantee immunity.

The notary reviews and signsThe agent prepares files, drafts and follows formalities; the authentic deed is executed and signed by the public officer, never by the agent.

Human oversight & traceabilityEvery document obtained, every draft produced and every formality filed is logged, in line with the AI Act.

Going further

Related resources

AI agents for business →Our full offer Sovereign AI hosted in France →Our confidentiality commitment Law firms →The same confidentiality architecture

Frequently asked questions

Your questions, our answers

Does the agent respect the notary's professional secrecy?

Yes, provided the data is never exposed to a third party — that is the whole point of the architecture. The agent runs locally inside the office or on a dedicated, isolated resource hosted in France: files, documents and draft deeds never leave a controlled environment and never transit through a foreign service subject to the Cloud Act. It is the same architecture deployed in law firms.

Can the agent execute or sign a deed?

No. Executing a deed and conferring authenticity on it belongs to the public officer: the notary reviews and signs. The agent prepares the file, drafts from your templates and follows formalities; everything it produces is read and approved before use. That is also what the AI Act requires of a legal use: support, human oversight, traceability.

How does the agent obtain civil-status records?

Through the electronic channel for secure verification of civil-status data with connected municipalities, where the office is authorised to use it, and by post or online service for the others. Every record obtained is dated, traced and attached to the file; unanswered requests are chased at the rhythm you set.

Does it connect to our drafting software?

Yes. Connecting to the office's drafting software, to electronic civil-status verification and to electronic filing with the land registry is part of the scope. The integration is scoped with you, without forcing a change of software.

What happens when information is missing?

The agent flags it rather than filling the gap: the line stays open in the draft, with the document that would unlock it and the institution to chase. A draft delivered with its uncertainties named is reviewed faster than a smooth draft that has to be checked in full.

Does the agent hold file deadlines?

Yes, and that is one of its most immediate contributions. It tracks each file's deadlines and warns in advance — for instance the filing deadline for the inheritance tax return, six months where the death occurred in France, twelve months where it occurred abroad. Your office's own dates always take precedence over general benchmarks.

How are the GDPR and the AI Act taken into account?

Designed for deployment in line with the GDPR and the AI Act, after the processing, roles and context-specific risks have been assessed. Data location and minimisation (GDPR), encryption in transit and at rest, role-based access, strong authentication and logging. The agent stays in support, with no automated decision, under human oversight and with traceability.

How long does deployment take?

A few weeks as a rule, depending on the connections retained, after a free 15-minute audit that identifies the most useful scope, then a design, integration and testing phase before go-live and team training.

Related use cases

Other agents for professions bound by secrecy

Law firms →Research, deeds, secrecy preserved Legal document agent →Documents found, deadlines held Accountancy firms →Accounting practices

Let's talk

Let us size the potential in your office

15 minutes to identify the most useful scope — hosted in France, supervised, no commitment.

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