More cases started and fewer “how is my case going?” calls, with the same team.
FILTRA answers your office’s WhatsApp at any hour, tells clients which documents each case needs, hands the chat to the right case manager and answers “how is my case going?” with the note they left. Your notarial software stays as it is.
A Mexican notario público is not a US notary public: it is a lawyer appointed by the state who drafts and certifies property sales, wills, estates and powers of attorney. FILTRA is built for their offices.
Still comparing? Read the guide: WhatsApp Business auto reply: how to set up greeting and away messages, examples, and where they fall short.
Answering is only the start. What moves the office’s revenue is everything that happens to the case afterwards. Add-on modules are priced separately.
Each one with the slice of screen that answers it. We show you the full screen on the call.
What FILTRA does not know, it asks the case manager. Every open question stays in view, with who has it and since when, and if it goes cold, FILTRA flags it.
The files ready to sign and what the rest are missing. And the one waiting longest, with how many days it waited on the client, on the office and on government offices.
The days in each stage and whose turn it was: the client, the office or the Registry. Every bottleneck comes with its cause and what can be done about it.
What each type of case brings in, how long it takes and where the clients who do start come from. Only you and whoever you authorize can see it.
And a single message, with permission, to win some of them back.
On the 1st of every month, a diagnosis of what we found in your numbers: the findings and one recommendation you apply in a click.
A personal link with every stage and the estimated delivery date, sent with each update.
Sample figures, names and files, at the volume of an office with 30 to 40 new cases a week. Amounts in Mexican pesos.
In a notary office, what the assistant does not say matters as much as what it does.
Your case managers know every case and every client. What they log in one click, FILTRA turns into answers for the client and into the attorney’s report. The more it is used, the more work it takes off their plate.
No. A Mexican notario público is a lawyer appointed by the state to draft and certify property sales, wills, estates, powers of attorney and company deeds; a US notary public only witnesses signatures. FILTRA is built for notary offices in Mexico and the way their cases move.
It answers at any hour: it identifies the case even when the client describes it in their own words, says which documents it needs, hands the chat to the right case manager and answers “how is my case going?” with the note they left. When the case moves to another stage, it lets the client know.
No. The protocol, the deeds and the indexes stay in your notarial software. FILTRA handles the conversation with the client and the tracking of each file: which documents are missing, what stage it is in and who has it.
Each case has its own file, with every document and its dates: requested, promised, delivered. The case manager moves the stage in one click and leaves a short note; with that, FILTRA answers the client and lets them know. It is the Case tracking module, priced separately.
No. The attorney gives the fees at the consultation; the assistant says so and tells the client what to bring, so nobody shows up saying they were quoted a different price.
From US$159 a month before tax for WhatsApp service. The Full office bundle, with tracking for every case and the notary’s reports, is US$489 a month. No contract; the details are in the pricing on this page.
It answers only with what your office entered. What it does not know, it asks the case manager, and it tells the client they will get an answer right there. Your team sees everything live and can take over the chat whenever they want.
No. Case managers keep running their cases in your notarial software. What is new is moving the stage in one click and leaving a short note; with that, FILTRA answers, sends updates and builds the attorney’s report. If a note is missing, FILTRA tells the client their case manager will confirm: it never makes anything up.
Add as many types of case as you need. You pay for the people the assistant attends in the month, however many times they write and however many matters they ask about.
Pay for the year and we give you one month free.
On top of any plan. It sits alongside your notarial software: the protocol and the deeds stay where they are. Management pays for itself with one more case a month.
The Team plan with Management and AI document reading: the assistant, tracking for every case, the notary’s reports and the data from every document ready to copy.
US$49 less a month than buying them separately.
Book a callModule onboarding US$269. One time: we capture your case types with their requirements and prices, create the update templates and train the team. Free when you pay for the year.
With your case manager or whoever answers the WhatsApp.
Prefer WhatsApp?+52 821 116 4205