AI knowledge base for notarieswhen someone asks about the escrow instruction and the wording used back then.
Deeds, draft contracts, escrow files and probate documents in one place, every answer with its source. Your own instance on servers in Germany, the language model in an EU data centre, no training on your data. Whether the answers hold up for your files, you check in a demo.
Everyday question
“Under what condition may funds be paid out of this escrow?”
The answer is in
Escrow instruction · correspondence on the transaction
1 Source in one clickDay to day
Sound familiar?
Is a priority ranking notice (Rangordnung) registered for this property, and when does the year run out? There’s only one copy of the court order, and it’s somewhere in the file.
The condition under which funds may be paid out is in the escrow instruction — and that’s an attachment to an email from last year.
The trainee notary is looking for the wording of the right of residence from a transfer agreement years ago.
Tuesday, ten o’clock, recording the estate after a death. The widow sits across from you and has brought a folder: two savings books, an insurance policy, a land register extract from 2014. In passing she mentions that her husband ‘did something with the house at the notary’s’ back then — at your office, perhaps twelve years ago. Whether that was a transfer agreement or a gift in contemplation of death changes what goes into the record of the estate and what later goes into the inventory. The trainee notary searches the deed collection but knows neither the deed number nor the year, and the widow’s surname isn’t the name in the contract. In the afternoon a client wants to transfer her GmbH share to her daughter. Whether the 2009 articles of association contain a pre-emption clause (Aufgriffsklausel) and how it’s worded, nobody knows by heart; the minutes of the last general meeting are a scan in a folder created by an employee who is no longer with the firm.
Statements as they come up day to day in this industry.
Example questions
Questions from your day-to-day work
Three questions as they come up day to day, and the document in which the answer should be found. Whether and how well the answer comes with its source, you check in a demo with your own documents.
“Under what condition may funds be paid out of this escrow?”
1 Escrow instruction · correspondence on the transaction
“How did we last word a right of residence in a transfer agreement?”
2 Draft contract · deed archive
“When does the priority ranking notice registered for this property expire?”
3 Priority ranking order · deadlines from the file
Documents
The documents that matter to you
- Notarial deeds, certifications and the deeds stored in the Austrian notaries’ deed archive
- Purchase, transfer and condominium agreements together with their draft versions
- Land register applications, priority ranking orders and mortgage deeds
- Escrow instructions with the agreed payout conditions
- Probate files from your work as court commissioner — record of the estate (Todesfallaufnahme), inventory, declarations of acceptance of the inheritance
- Company register filings, articles of association and minutes of general meetings
- External sources such as the RIS (Austria’s legal information system) in the Premium package
Integrations
Connecting your systems
Your system stays as it is. Whether and how a connection is possible, we check before we start — until then, you simply upload documents.
Microsoft 365SharePoint, OneDrive, Teams and Outlook — access granted via your Microsoft account; we check the prerequisites beforehand.One click
- File serverThe folder on your own server that has grown over the years.after clarification
- Existing DMSThe archive from an existing DMS, such as DocuWare or ELOafter clarification
Pricing
What it costs
Premium package
One-off setup €4,900 · net
A flat fee per company, for firms with research needs. Everyone in your firm may ask — the front office just as much as the professionals, no per-head licence. Whether a connection to your system is possible, we check before we start; one-click connections are included in the setup, others are billed by effort, and what they cost is fixed beforehand.
At the kickoff we record twenty questions that the acceptance is based on.At the kickoff we agree on twenty questions together – along with the documents the answer should come from. At acceptance we go through them together and look at what the system does with them. What follows from that is set out in the offer.
Getting started
Where you start
Start with the draft contracts and internal notes, not the deed collection. That’s where the drafting work lies that your office asks about every day, and that’s where you quickly see in a demo whether answers and sources are any good — ideally with wordings you would find again yourself. Escrow files and probate documents come second. Until then, you upload — individual files, whole folders, emails with attachments, scans from the working file. Whether your filing system and mailbox can be connected, we check before we start; setting it up is charged according to effort.
FAQ
Frequently asked questions
We handle escrows through the escrow register and the Notartreuhandbank. What happens to that?
Nothing. Nothing is connected to the Austrian notaries’ escrow register or to the accounts; only your own files go into the knowledge base — the written escrow instruction, the correspondence on the transaction, the proof that the condition has been met. You still register the escrow under § 109a of the Notarial Code (Notariatsordnung) yourself, at the latest before the first disposal of the third-party assets. The knowledge base sends nothing and reports nothing; it answers questions and creates drafts on request.
Does the system remind me of the priority ranking year?
It doesn’t remind you on its own — it answers when you ask. Asked about a property, the answer names the priority ranking order with date and source, provided it’s in the knowledge base; if the system finds none, it says so. The assessment stays with you: under § 55 GBG (Land Register Act), the notice ceases to have effect one year after it was granted, and the calendar day on which this period ends must be stated in the order itself. So the date is on the paper you’re having searched for — the knowledge base can lead you to the paper, the deadline remains yours.
How do I find a wording again when neither the deed number nor the year is known?
You ask in your own words — right of residence, retirement maintenance (Ausgedinge), value protection clause, prohibition on encumbrance and sale, pre-emption clause. The search runs on the content of the documents, not on file names or folder structure; a name, a property or a set of facts can be enough to start with. Every answer carries its source: which draft version, which deed, which date. Whether the wording you mean turns up, you check in the demo with an example you know. If the system finds nothing, it says so.
Can it produce a draft for a record of the estate or an inventory?
A draft can be produced — as a Word file, Excel spreadsheet, PDF or email draft, with the documents the details come from. What has to be recorded in the record of the estate is set out by § 145 AußStrG (Non-Contentious Proceedings Act), not by our software; the recording and the responsibility as court commissioner remain with you. Nothing is filed, signed or sent. If a document or an approval is missing, that goes into the draft as an open point — what that looks like, you see in the demo with a closed probate case.
Industries
Other industries
- Metalwork & fabrication
- Electrical installation
- Plumbing & heating
- Tax advisers
- Law firms
- Property management
- Mechanical engineering & automation
- Security systems
- Vehicle workshops
- Insurance brokers
- Building contractors & construction
- Timber construction & joinery
- Roofers & sheet-metal workers
- Garden and landscape construction
- Refrigeration & air conditioning
- Lift and conveying technology
- Freight Forwarding, Transport & Logistics
- Facility Management & Building Services
- Architects & Engineering Consultancies
- Photovoltaics & Energy Technology
- Fire Protection Technology
- Plastics Technology & Injection Moulding
- Food production
- Cable cars & mountain railways
- Commercial cleaning
- Property developers
- Estate agents
- Municipal administrations
- Building services engineering firms
Request a demo — with examples from Notaries
In thirty minutes by video we show you, using examples from your industry, how questions are answered and what the source for each answer looks like. You do not need your own documents for this.