Notary ERP

Challenge

Replace fragmented legal-office records and document steps with a traceable workflow for customers, mandates, contracts, invoices, and reporting.

A published Odoo module structures intake, legal forms, documents, mandate states, document generation, printing, invoicing, and dashboards.

I developed the published Odoo 15 Notary module and connected workflow states, documents and accounting visibility.

Structured records and explicit workflow states replace loose document handling while access rules protect sensitive data.

The office workflow becomes traceable across intake, documents, mandates, invoices and aggregate reporting.