Case Study: Grant Sauer Notary Public + The Portal – Creating efficiencies and results

About Grant Sauer Notary:

Grant Sauer Notary Public offers professional legal services including real estate transactions, notarizations, and estate planning. Traditionally, they initiated transactions and exchanged documentation through methods such as phone, email, or in-person.

As we begin working with the Grant Sauer team, we identified a few challenges:

 1. Complex process for gathering information:
Their existing process created a scattering of documentation leading to challenges in locating specific information when needed, in a timely manner.

 2. Lack of security in information transfer and storage:
Without encryption best practices in place, the transfer and storage of documentation wasn’t secure. This created an increased risk of sensitive information being accessed by external parties.

The Portal in Action:

Natasha Bergen, Grant Sauer’s lead conveyancer and office manager attended a webinar hosted by ReadyWhen’s founder Jessie Vaid, where he introduced The Portal; an online solution designed to create efficiencies, storage, and encryption best practices. After meeting with ReadyWhen’s implementation team, the Grant Sauer team began to leverage The Portal so they could:

• Onboard all conveyancing clients
• Securely exchange and store sensitive documentation
• Quickly communicate any legal requirements necessary to complete their transactions