No appointment missed.
No confidentiality compromised.
fonea handles enquiries about notarisations, inheritance contracts, advance directives, and real-estate purchases, books appointments in your calendar, and reports document status — 24/7 in German, French, and Italian. Professional confidentiality and deed security stay intact.
What is fonea for notary offices?
fonea is an AI phone assistant that handles notarisation enquiries at Swiss notary offices, books appointments, reports document status, and routes complex matters to the notary — FADP-compliant, with Swiss data hosting, and without providing legal advice.
The notary office reality
Why traditional phone solutions fail in notary offices
Notarisation enquiries are time-critical
Real-estate purchases, marital agreement changes, and articles-of-association amendments follow tight deadlines. A missed call can delay a land-registry entry and jeopardise a purchase contract.
Repetitive status enquiries tie up the notary
Clients call to check whether their inheritance contract, advance directive, or purchase contract is ready for signing. Each of those calls costs 3–5 minutes and pulls the notary out of deed work.
Cantonal differences confuse callers
Callers often do not know whether you run a freelance Latin notary office (Fribourg, Bern, Vaud, Geneva, Valais, Jura, Ticino) or a cantonal-office notariat (Zurich, Schwyz, Basel-Stadt, and others) — and what that means in practice.
Notaries on the phone are expensive
Qualified notaries at CHF 250–400/hour are too expensive for appointment and status enquiries. Legal assistants are scarce and rare in smaller notary offices.
What changes
How fonea relieves your notary office
Notarisation appointments straight into the calendar
fonea sees the availability of the notary, substitute, and office rooms, and books notarisation appointments — with enough lead time for preparation and draft dispatch.
Fully automated status responses
fonea accesses your dossier status (in progress, draft sent, ready for signing) and responds without wait times — including next steps.
Multilingual in DE, FR, IT
Language competence matters, especially for cross-cantonal notarisations or international clients. fonea speaks all Swiss national languages plus English and Spanish.
Professional confidentiality and deed security preserved
fonea provides no legal advice and performs no notarisation. Document status and appointments are processed FADP-compliantly, with data hosted in Switzerland.
Set up in 30 minutes
How we configure fonea for your notary office
Kick-off
We clarify whether you run a freelance notary office or a cantonal-office notariat, which acts you notarise, and which status information callers may receive.
Scripting
We write responses on notarisation types (real-estate purchase, marital agreement, inheritance contract, advance directive, articles-of-association amendment), fees, and workflows — in German, French, and Italian.
Integration
Connect to your calendar (Google, Microsoft 365) and — if desired — to your notary management system for status responses. Call forwarding via Swisscom, Sunrise, or Salt.
Go-live
Test calls, fine-tuning of scripts, handover. You retain full control over wording and escalation paths.
Typical call scenarios
How fonea handles notary-office calls in practice
Appointment request for real-estate notarisation
fonea captures all relevant key data (parties, property, agent), respects realistic lead times, and reserves an appointment subject to final review by the notary.
Document status — inheritance contract
Status response with a clear next action. Relieves the notary from repetitive 3-minute calls spread throughout the day.
First enquiry — advance directive
Structured information on fees and process using your pre-approved key figures — no legal advice, with a direct appointment option.
Professional confidentiality, FADP and cantonal notary law
Why fonea is the right partner for notary offices
No notarisation, no legal advice
fonea takes enquiries, provides process and fee information, and books appointments. Every notarisation and every piece of legal advice remains exclusively with the notary — a legal necessity.
Data hosted in Switzerland
All persistent data (call logs, transcripts, dossier numbers) is hosted with our Swiss infrastructure partner Supabase. No client data leaves Switzerland persistently.
Transparent subprocessors
Full list of all vendors (Supabase, Telnyx, ElevenLabs, Google, Anthropic, OpenAI) with data residency and DPF status. 30-day advance notice on every change, contractually secured via DPA.
FDPIC-compliant AI disclosure
Every caller is informed at the start of the call that an AI system is in use. This announcement cannot be disabled — it is part of our compliance DNA and preserves trust in your notary office.
Pricing
Transparent pricing
Included
- 120 minutes AI talk time included
- DE, FR, IT, EN, ES + Swiss German
- Calendar integration & appointment booking
- AI answering machine 24/7
- Interactive AI for customer service
- Email & SMS notifications
- Cancel monthly, no commitment
Included
- 500 minutes AI talk time
- 3 concurrent calls
- 3 phone numbers
- Unlimited assistants
- Unlimited users
Features
- Everything in Basic
- Outbound calls
Included
- From 2,000 minutes
- Custom concurrent calls
- Custom phone numbers
- Unlimited assistants
- Unlimited users
Features
- Everything in Professional
- Custom voice
- Zero Data Retention
- Custom SLA
Frequently asked
What notaries need to know before using fonea
Does fonea take cantonal differences in notary law into account?
Yes. Switzerland has no federal notary law — notarial law is governed at the cantonal level. During setup we distinguish between freelance Latin notary offices (Fribourg, Bern, Vaud, Geneva, Valais, Jura, Ticino) and cantonal-office notariats (Zurich, Schwyz, Basel-Stadt, and others) and tailor responses, fees, and responsibilities to your canton.
Does fonea breach notarial professional confidentiality?
No. fonea provides no legal advice and performs no notarisations. Call data and dossier information are encrypted at rest, subject to your confidentiality obligations as a notary, and contractually secured via DPA. Cantonal supervisory authorities accept digital tools as long as confidentiality is preserved both technically and contractually.
Is fonea FADP and revFADP compliant?
Yes. All persistent client data is hosted in Switzerland (Supabase, infrastructure in Geneva). Transient voice processing (speech-to-text, LLM, text-to-speech) runs on European servers in Germany with DPF or SCC safeguards. The revised FADP (effective 1 September 2023) and the GDPR are fully respected. The complete subprocessor list is available at fonea.ch/subprocessors.
Can fonea retrieve status information from our management system?
Yes — provided your system offers an API or data export. We integrate fonea with common Swiss notary management systems and dossier tools. Alternatively, you maintain status fields in the calendar or in a simple Google Sheet — fonea supports both.
What happens with complex enquiries fonea cannot answer?
fonea is deliberately conservative. Whenever a question requires concrete legal advice (succession variants, separation of property, statute wording), fonea captures name, callback number, and concern, and dispatches the task via email, Slack, or Teams to the notary.
Does fonea support French and Italian — important for bilingual cantons?
Yes. fonea understands Swiss German (all dialects), High German, French, Italian, English, and Spanish. In bilingual cantons like Fribourg, Bern, and Valais, as well as in Ticino and Graubünden, this is a noticeable advantage.
How do you prevent incorrect fee information?
Fees and process information are agreed with you before go-live and stored in the scripts. fonea only gives these pre-approved answers — and explicitly refers callers to the notary for deviations or individual cases. You can adjust the scripts at any time.
Can we cancel fonea at any time?
Yes. The contract is monthly and can be cancelled anytime, no minimum term. We also offer a 30-day money-back guarantee if fonea does not meet your expectations.
Further reading
Notariat: Erreichbar trotz Beurkundungen
KI-Telefonassistent für Notariate: Erstanfragen qualifizieren, Beurkundungstermine buchen, Checklisten liefern. DSG-konform, Schweizer Daten.
Anwaltskanzlei: Keine Mandatsanfrage verpassen
KI-Telefonassistent für Anwaltskanzleien: Mandatsanfragen qualifizieren, Termine buchen, Anwaltsgeheimnis wahren. Mit ROI-Rechnung und DSG-Compliance.
Terminvereinbarung per KI-Telefon: So klappt es
KI-Telefonassistent bucht Termine automatisch: 8-Schritte-Ablauf, Kalenderintegration, SMS-Bestätigung und No-Show-Reduktion für Schweizer KMU.
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