Attorneys & legal teams
A direct referral option for clients who already have attorney-prepared documents and an identified notarial act.
Professional referral partners
A clear notary handoff for clients who need flexibility.
Lakebound gives professional and community organizations a straightforward way to refer clients for eligible remote online notarizations—without adding another process for your team to manage.
No referral fee, contract, volume commitment, or obligation. Clients may contact Lakebound directly.
01Simple handoff Share one appointment form and let Kayse confirm fit.
02Direct communication The referred client works directly with Lakebound.
03Clear boundaries Kayse checks apparent fit; the client or referring organization confirms recipient acceptance.
Who we support
A practical resource for client-facing teams.
Remote notarization may help when an eligible client cannot easily meet an in-person notary or needs a secure appointment from a different location.
CPAs & financial professionals
A flexible path for eligible financial, authorization, and business records that are complete and ready for notarization.
Property managers
A convenient option for eligible owner, vendor, or tenant records when participants are in different locations.
Insurance agencies
A client-friendly resource for eligible prepared forms requiring a notarial act, subject to carrier acceptance.
Senior-service organizations
A remote option for eligible clients who can independently complete the platform’s identity and live-video requirements.
A good referral starts with fit
What the client should have ready.
Lakebound works with prepared, eligible documents. Before referring, encourage the client to confirm these basics with the document’s issuer or intended recipient.
- A complete document with all non-signature blanks completed and no required information missing.
- The required notarial act or certificate identified by the document, issuer, recipient, or an attorney.
- Recipient approval for a remotely notarized electronic record.
- Current, supported identification plus a camera, microphone, reliable internet, and access to email.
The referral process
One link. Three clear steps.
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01
Share the request form
Send the client Lakebound’s short appointment-request form. No account or partner agreement is needed.
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02
Kayse checks fit
Kayse reviews the request and confirms whether the document, signer, and requested act appear suitable for a remote appointment.
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03
The client schedules directly
If eligible, Kayse coordinates the secure session with the client. Your team does not need to manage the appointment.
Ready to share
Send your client directly to Lakebound.
For privacy, do not email identification or private documents. Kayse will provide secure-platform instructions when appropriate.
Professional boundaries
A notary verifies the act—not the document’s legal effect.
Clear roles protect the client, the referring organization, and the integrity of the notarization.
Lakebound does not:
- give legal advice or explain a document’s legal consequences;
- draft, prepare, complete, or revise documents;
- select the notarial act or certificate for the client; or
- guarantee eligibility, legal sufficiency, or recipient acceptance.
If the document does not identify the required notarial act, the client should contact the issuer, recipient, or a qualified attorney before requesting an appointment.
Partner questions
Good to know before you refer.
Is there a referral agreement or fee?
No. There is no referral fee, compensation, contract, minimum volume, or obligation. You may simply share Lakebound’s request form with an eligible client.
Can my organization choose the notarial act?
The document, issuer, recipient, or the client’s attorney should identify the required notarial act or certificate. Kayse cannot choose it for the client or provide legal advice.
Does the client have to be in Michigan?
Not always. Kayse must remain physically in Michigan. An eligible signer may be elsewhere when applicable law, the document, platform and identification support, and the receiving organization’s requirements permit.
Should we send documents or identification by email?
No. Do not email identification or private documents. The client should begin with the appointment-request form, and Kayse will provide secure instructions when appropriate.
Is every document eligible for remote notarization?
No. Eligibility depends on the document, requested notarial act, participant locations, applicable law, platform support, identification, and recipient acceptance. Kayse confirms fit before scheduling.
A simple next step
Give your client a direct path to a remote appointment.
Kayse will confirm fit, explain the secure process, and coordinate directly with the client.