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. The documents of each file are kept in your practice's SharePoint, which remains your document space.

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 deed templates too. Bring your practice's own deed templates: Mentor understands them, prepares them and drafts the way you write.

Your documents stay in your SharePoint.

Financial picture

QuickBooks Online

Mentor places your accounting alongside your files: where mandates come from, volumes handled and the practice's trends.

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.

Read access only: Mentor never writes to your books.

And the rest of your tools

“Your software stays in place. Mentor works alongside 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.

Join the pilot program

Request access Tell us about your ecosystem