Every document, findable in seconds

A vault per client, templates that fill themselves in, and signatures with an audit trail.

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The cost of a disorderly archive shows up in nobody's accounts. It shows up in the lawyer opening seven folders to find the power of attorney, and in the call asking the client for the passport they already sent in March.

Mandato stores every document where it belongs, and returns it when you look.

What's inside

The firm's archive, without the cabinet.

  1. A vault per client

    All of a client's documents, ordered by matter and under version control.

  2. Templates with merge fields

    The engagement letter or standard contract fills itself from the client and matter records.

  3. Electronic signature

    Send for signature and get the signed document back with its audit trail.

  4. AI extraction

    Parties, dates and amounts go from the document into the record, without retyping.

  5. Search that finds

    Locate a document by name, client or matter in seconds — not in folders.

  6. Import from Drive

    Bring the firm's historic archive over from Google Drive, in one pass.

The change

The document that turns up first time.

Without Mandato
  • Diving through folders and attachments for the 2023 deed20 min
  • Copying the last engagement letter and editing by hand30 min
  • Print, sign, scan, fileDays
  • Typing parties and dates into the record again15 min
of paperwork≈ 1.5 h/wk
With Mandato
  • Search finds it on its matterSeconds
  • A template filled from the record2 min
  • E-signature with an audit trailSame day
  • Details AI-extracted into the recordAutomatic
of checking≈ 10 min
The archive keeps itself

An illustrative estimate for a small firm; signing depends on when the client signs.

A vault per client

Every client has a document space, and every matter has its own. Documents are tagged by type — passport, deed, nota simple, power of attorney, contract — and that tag is what makes them findable afterwards: by type, by client, by matter, by date, or by the text inside the document.

Permissions are per document. What the client sees in their portal is what the firm marks visible; the rest, as far as they are concerned, does not exist.

Templates with merge fields

The firm's templates carry merge fields filled from the client and matter records: name, NIE, address, cadastral reference, amounts, dates.

Producing the document stops being an exercise in copy and paste, which is exactly where the errors creep in that later have to be corrected in front of a notary.

Electronic signature

Documents are sent for signature from the matter. The client signs in their browser, with nothing to install. The signed document returns to the matter, and the timeline records who signed, from where, and when.

It is electronic signature with an audit trail, and that is how we describe it. For acts that require a qualified signature, the firm carries on using the certificate and the provider it already has.

AI extraction

Upload a passport and Mandato reads the number, the nationality, the date of birth and the expiry date, and writes them onto the client record. Upload a deed and it extracts the parties, the property, the cadastral reference and the price.

What it extracts is shown next to the document so that a person confirms it before it is committed. The AI saves the typing. It does not save the checking, and it should not.

How this feeds the KYC file

Import from Google Drive

If the firm's archive lives in Google Drive today, import it: connect the account, choose the folders, and the documents arrive in Mandato filed by client and by matter.

It is an import, not a two-way sync. A document that enters Mandato does not go back to Drive and is not mirrored there. The reason is deliberate: two live copies of the same document in two systems is the most common way to end up signing an old version.

The impact

An archive that answers.

  1. 13,000+

    documents organised and version-controlled at the founding firm

  2. 1vault

    per client: every document on its matter, with its version

  3. 2min

    to generate an engagement letter from a template with the record's details

The documents figure is the founding firm's (Frank & Partners); times are indicative. Run your own numbers with the savings calculator

What we do not claim

Mandato's electronic signature is not a qualified electronic signature within the meaning of Regulation (EU) 910/2014 (eIDAS), and we do not present it as one. What it provides is electronic signature with signer identity, a timestamp, and a full audit trail on the document. For acts that require a qualified signature, use the certificate and qualified trust service provider your firm already uses.

Frequently asked questions

Is Mandato's electronic signature a qualified signature?

No. Mandato provides electronic signature with signer identity, a timestamp, and full traceability of the document in the audit log. It is not a qualified electronic signature within the meaning of Regulation (EU) 910/2014 (eIDAS). For acts requiring a qualified signature, use the certificate and qualified provider your firm already uses.

Does Mandato sync with Google Drive?

Mandato imports from Drive. You connect the account, choose the folders, and the documents come into Mandato. There is no two-way sync and no continuous mirror: from that point the document lives in Mandato. That is a design decision rather than an unfinished feature — keeping two live copies of the same file in two systems is the most common way to sign an old version.

Which documents can the AI extraction read?

Identity documents — passport, DNI, NIE — public deeds, notas simples, and the contracts firms handle most often. From each it extracts the fields you will need on the client or matter record. Extraction is always shown for human confirmation before it is saved.

Where are documents stored?

On servers in the European Union, encrypted at rest, with total isolation between firms. Every access and every download is written to the immutable audit log, with its author and its date.

Upload a document, then go find it.

Upload your first documents, then go find them. With your data exportable at all times.

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