Summarising an estate file means a full day rereading documents before the first line is written. Upload the file: Roona writes the note in your template, every fact with its document and page, prepares the reply to the heir in your drafts, highlights the files where disbursements exceed the advance requested. Legal classification, drafting the deed and signing stay with the notary.
A notarial practice writes all day long, and the deed is only the last line. Before it come the documents to request, the case summaries, the letters to clients and to fellow professionals, the requests to public authorities, the meeting records. Roona takes on that share in Word, Outlook and Excel, from your templates and the documents you upload, citing the document and the page. Roona gives no legal advice and drafts no notarial deed: legal classification, drafting the deed, authentication and signature stay with the notary.
Heirs, assets, liabilities and documents awaited, each one with its document and page. Legal classification and the deed stay with the notary.
The reply ready in your drafts, what is done and what is awaited. Nothing goes out without you.
The answer cites the document and the page, so you can check at source. Roona gives no legal advice.
An assistant that hands back a finished file in your template: case summary and letter in your Word styles, chaser and reply as an Outlook draft, disbursement tracking highlighted in Excel, every fact cited with its document and page. Roona writes and formats; the law stays yours.
No, never. Roona drafts no notarial deed, connects to no deed drafting software and touches no original deed on file. Roona prepares the writing that surrounds the deed: summaries, letters, chasers, meeting records.
No. Roona reports what your documents say, with the document and the page, and formats your writing. Legal classification, advice, the duties payable and the liability stay with the notary.
Yes. Upload the documents to the case memory and ask your questions: entitlement, acquisition dates, matrimonial property regime, balances as at the date of death, with the document and the page in the answer. The summary note is then written in your template.
No. Roona works from the documents you upload and cites the document and the page so you can check. What is not in your files is not in the note. RoonaWorks is not a legal research database.
Documents are encrypted in your browser before they are sent, hosted in Europe, kept apart case by case and never used to train a model. You erase a case or the whole account whenever you decide. The list of subprocessors is provided on request.
Yes. Record the meeting, up to two hours, or dictate your notes afterwards. Roona turns it into a record in your template: what was explained, the documents to request, the next steps. The advice you gave remains yours to set down.
Roona writes the mandates from your own model, the property listings, the viewing and management reports, and the document chasers to owners and tenants. The signed mandate, the price and the commitment stay with the practice.
Yes, in a pane to the right of the open file. In Word, Roona reads the outline and the styles and writes at the point you indicate. In Outlook, Roona reads the thread and prepares the reply as a draft, in the tone of the practice.
Yes. The practice memory is organised into spaces, one per case if you want, with separate rights. The Enterprise plan, on request, priced by number of seats, adds the accounts, shared credits, roles and an audit log.
20 € excl. VAT per month and per account, no commitment: the assistant, the document memory, the file generators, the Office add-ins and the Studio, 100 credits a month. 14-day trial, no bank card.