Run a notary practice on the marketplace — quotes, sessions, verifications, and payouts.
estateTT is a technology platform. It does not provide legal advice, certify legal outcomes, or replace qualified legal or notarial advice. Notarial acts, authentication, and legal determinations remain the responsibility of the qualified professionals who perform them.
The Individual Notary workspace runs a marketplace practice end-to-end: quote requests arrive → you price and schedule → sessions run with live video and signing tools → payments confirm → reviews build your public reputation. Your profile in the notary marketplace is what generates the demand.
Setup order matters: a profile without availability means quoting blind; availability without a payment connection means accepted quotes that can't pay out.
| # | Label | Href | Icon | Description |
|---|---|---|---|---|
| 1 | Overview | /dashboard/notary | LayoutDashboard | Overview of your activity |
| — | Ask AI | /dashboard/ask-ai | Bot | AI assistant |
| 2 | Pipeline | /dashboard/notary/leads | Briefcase | Lead tracking (badge: new leads) |
| 3 | Active Sessions | /dashboard/notary/sessions | Clock | Live and scheduled sessions |
| 4 | Appointments | /dashboard/notary/calendar | Calendar | Scheduled appointments |
| 5 | Availability | /dashboard/notary/availability | Activity | Your availability calendar |
| 6 | My Services | /dashboard/notary/services | ShieldCheck | Service offerings |
| 7 | Clients | /dashboard/notary/clients | Users | Client management |
| 8 | Verifications | /dashboard/notary/verifications | UserCheck | Uploaded ID review records |
| 9 | Quotes | /dashboard/notary/quotes | FileText | Quote management |
| 10 | Payment reviews | /dashboard/notary/payments | CreditCard | Confirm session payments (badge: awaiting review) |
| 11 | Assessments | /dashboard/notary/assessments | ClipboardCheck | Assessment tasks |
| 12 | Documents | /dashboard/notary/documents | FileCheck | Document storage |
| 13 | Revenue | /dashboard/notary/revenue | DollarSign | Earnings tracking |
| 14 | Analytics | /dashboard/notary/analytics | BarChart3 | Performance metrics (requires analytics feature) |
| 15 | Client reviews | /dashboard/notary/reviews | Star | Client feedback on completed sessions |
| 16 | Messages | /dashboard/notary/messages | MessageSquare | Communication hub (badge: unread) |
| 17 | Notifications | /dashboard/notary/notifications | Bell | Alert center (badge: new) |
| 18 | Settings | /dashboard/notary/settings | Settings | Account configuration |
Quote request → your quote → accepted → client pays → you confirm payment → session runs → review left. Each stage has a home:
Prospective clients who've browsed or shown interest — badge counts new leads. Warm leads decay fast; a response within hours converts, a response in days doesn't.
Respond with your fee and a proposed start time. Statuses run Requested → Sent → Active/Declined. Acceptance pencils in your proposed time and opens the client's payment step — the session isn't yours to run until payment confirms, so quote only times you can actually honor.
Statuses run Scheduled → Live → Completed. Start session (or Rejoin live) opens the live toolkit: video call, whiteboard annotation, document upload/review, digital signature capture — the full remote signing workflow in one screen.
Before any session: prepare the documents. Mid-session document hunting is the difference between a 20-minute signing and a frustrated review.
During the call, Participants is for Hold, Release, and Remove. For uploaded ID, open ID Reviews in the session toolbar instead. Request ID asks participants to upload from their waiting room; the request is optional and does not block joining. In ID Reviews, use Open document to inspect each upload in a new tab, then Mark reviewed or Flag concern, with an optional review note. If a file cannot be opened, Flag concern is still available; expand Add review note (optional) to record the problem. A reviewed status records your assessment, not identity verification by estateTT. ID uploads are stored privately — only you (as the session's notary) and the uploader can open them; other participants cannot. New uploads after a recorded review return that participant to Awaiting review.
Appointments is your scheduled calendar; Availability is where your windows come from — weekly hours, booking preferences (slot length, buffer), and time away. Keep availability honest: it gates the appointment slots you create yourself, and it's the discipline that keeps your quoted times real — a quote that proposes a time outside your windows books you when you can't serve.
The sidebar's Verifications entry opens the ID Reviews records page. It shows uploaded ID information and your recorded review outcomes, with Mark reviewed and Flag concern actions. For opening the actual uploads during a call, use that session's ID Reviews toolbar panel. These records do not certify identity, record a completed notarial act, or establish compliance with your jurisdiction's rules.
A queue of client payment records for your sessions — confirm receipt once funds actually clear. This is also where your PayPal connection status lives (connect/manage the payout account). Clients see your confirmation — a payment you confirmed before it cleared is your problem, not theirs.
Ratings and written feedback after completed sessions, with your average. This is your marketplace ranking material — prospective clients choosing between notaries see it. Recurring complaints in reviews are your quality-control feed.
Assessment tasks linked to clients or sessions — track, complete, and file them against the right context.
Past and current clients with their session history. Review the history before a repeat session — a client whose documents were complex last time deserves prep, not rediscovery.
Signed/notarized documents, client records, compliance files — organized by client or session. This is your professional archive: if a notarized document is ever contested, what you filed here is your record.
Confirmed payments, pending amounts, lifetime earnings, a trend chart, and the complete history. Payment setup also lives here — the PayPal connection that gets you paid (direct invoicing is the fallback when a client pays off-platform).
Total sessions, completion rate, confirmed revenue, average duration, session volume over time, and your recent workload — requires the analytics feature. The useful question it answers: is the practice actually growing, or just staying busy.
Messages is the practice's conversation record — quote requests, client threads, follow-ups — and it's a fuller workspace than a chat window. The thread list is searchable, each thread carries its own unread count, and the sidebar badge totals them: replies arrive without refreshing, and opening a thread marks it read. New Engagement starts a conversation when you need to reach someone new.
Inside a thread the tools earn their keep: in-thread search recovers "what did they agree about the second document," attachments under 10 MB carry the scan or the draft inside the conversation it belongs to, and Export produces a PDF transcript of the whole thread — the artifact you want in hand if a signing is ever questioned. Two honest behaviours worth knowing before you need them: Delete conversation removes your copy — the client keeps theirs — and a pasted phone number or email is automatically replaced with [REDACTED] (sharing contact details is against the Terms of Service; the filter is mechanical, not a warning). Threads tied to a Document Room are flagged as such and go read-only when the engagement closes — the history stays.
Notifications is the event feed, separate from messages — new requests, session reminders, payment confirmations. Badge counts mean something's waiting.
Tabs: Professional profile, Practice details, Licence & credentials, Tax configuration, Client payments, Notifications, Security. The two that directly affect revenue: a complete professional profile (clients choose on it) and a live PayPal connection under Client payments (payouts stall without it).
Can't join a session? Confirm you're logged in and the session hasn't expired; check connectivity.
Payment not received? Verify your PayPal connection is live under Settings > Client payments — estateTT never holds funds, so a broken connection means a broken payout.
Quote request missing? It may have come via Messages instead — check there.
Click the Help button on any page, email support@estatett.com, or reach us through the contact page.