Integrations

Mentor fits into your ecosystem.

Mentor does not replace your tools: it understands them. Your practice keeps its document management, its accounting and its way of working. Mentor connects to them and brings the intelligence of the notarial file.

Your data remains yours, hosted in Canada, protected by professional secrecy.

Document management

Microsoft 365 · SharePoint

Mentor connects to Microsoft 365. Your notarial files come to life in your SharePoint, which remains your practice's document vault: you keep your documents, your folder structure and your portability.

Every document you drop in is read and filed. Promise to purchase, certificate of location, loan offer: each document is recognized and attached to the right step of the file.
Your SharePoint remains the reference. Mentor never moves your archives: it works with them, right where they are.
Your deed templates too. Bring your practice's own act templates: Mentor understands them, prepares them and drafts the way you write.

Financial portrait

Your accounting · e.g. QuickBooks

Mentor cross-references your accounting and your files to give the practice its business intelligence: who brings you the most business, what volume, what trends. Visible at a glance, no spreadsheet required.

Your revenue, your volumes, your trends. The practice's portrait is built from your real numbers, not estimates.
Cross-referenced with your files. Mentor connects referral sources, act types and the practice's activity to inform your decisions.
Every figure stays verifiable. The amounts you see come from your accounting, never from a calculation left to the AI.

And the rest of your tools

“Mentor replaces neither your practice management software nor your accountant: it understands your ecosystem and sheds light on it.”

Your practice may rely on other tools. Tell us about your ecosystem: Mentor's integrations are built with the practices in the pilot program.