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Feature

Notary / Attorney Portal

A dedicated portal for notaries and attorneys covering case management, calendar scheduling, client records, and credential management.

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ATTORNEY HUB Notary / Attorney Portal Cases active TRUST SCORE 98% SECURITY LAYER Audit ready 24 VERIFIED 24 CASES ₱8.4k FEES PKI VALID Upcoming sessions Today 2:00 PM Video Thu 10:00 AM Pending Fri 3:30 PM Scheduled

Overview

The attorney portal gives accredited notaries a central hub for all their DocuTrust activity. Manage active cases, track upcoming video sessions, maintain a client CRM, review fees and payment history, and monitor your notary readiness status — including PKI certificate expiry and eKYC approval.

Key capabilities

  • Unified case list with status filters
  • Integrated appointment calendar
  • Client CRM with document history per contact
  • Fee tracking and GatewayHub payment overview
  • Notary readiness panel — PKI, eKYC, and credential status

Common use cases

  • Solo notaries managing their full caseload in one dashboard
  • Law firm partners overseeing associate notary activity
  • Notaries tracking certificate expiry and renewal deadlines
  • Attorneys billing clients with itemised notarial fees

Core — One of the most adopted capabilities on the DocuTrust platform.

Explore other features

Secure Digital Signing

Collect legally binding electronic signatures on any document — with full audit trail, OTP verification, and PDF/A compliance.

Blockchain Verification

Every completed document hash is anchored to the Polygon blockchain — giving anyone a tamper-proof, independently verifiable record.

Multi-Signer Workflow

Define signing order, set approval chains, and track every signer's progress in real time — sequentially or in parallel.

Real-Time Tracking

Monitor every document's status from sent to fully signed — with live dashboards, push notifications, and a complete event timeline.

Audit Trail Logs

A complete, court-admissible history of every action — who signed, when, from which IP, and what they agreed to.

Smart Document Management

Organise, tag, version, and retrieve documents with intelligent folder structures — and find any file instantly by signer, date, or status.

Templates & Contacts

Create reusable document templates with pre-defined signer roles and drag-and-drop field placement — ready to send in seconds.

e-Notary Workflows

End-to-end notary request creation covering signer and witness management, video verification, and notarial certificate generation.

Trust Profile & Onboarding

Multi-step identity verification including email confirmation, mobile OTP, eKYC via Sumsub and Tesseract OCR, and MFA setup.

Verification & Compliance

Public-facing document and notary verification, PAdES-aligned signature compliance, and Philippine e-commerce law reporting.

Admin & Billing

Platform-wide dashboard covering user management, signing activity, attorney approvals, subscription plans, and system configuration.

Payments & Billing

GatewayHub webhook handling, public notary payment link generation, and itemised billing for notarial services.

PKI / Remote Signing

Full CSC API v2 pipeline with OAuth 2.0 credential authorization, SAD lifecycle, PAdES-LTV timestamp embedding, and SCEP/CMP support.