Client Information Form -

Legal name of the client.

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Enter your phone number including area code.

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Please provide your valid email address.

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Address

Your full address including street, city, state, and ZIP code.

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Preferred Contact Method

Select your preferred method of communication.

Phone

Email

SMS

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Select the type of document for notarization.

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Enter the total number of pages in the document.

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Please list the names of all signers and their ID verification status.

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Witness Requirement

Is a witness required for this document?

Yes

No

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Choose the preferred location for the appointment.

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Type of ID for Verification

Select the type of ID for verification.

Driver’s License

Passport

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Enter the ID number for verification.

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Signature Capture

Specify if the signature capture will be digital or physical.

Digital

Physical

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Enter the notary commission number.

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Enter the service fee including any travel charges.

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Payment Method

Choose your method of payment.

Cash

Card

Online Transfer

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Enter your invoice number for tracking.

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Any additional comments or special instructions from the client.

Lead Source

Select the source of this lead.

Website

Referral

Social Media

Status

Select the status of the appointment.

New Lead

Scheduled

Completed

Follow-up

Enter tags for easy filtering (e.g., Loan Docs, Estate Planning).