Third-party payer or organizer
Choose this when the person paying is not one of the signers and you want us to review the package before the signer enters the workflow.
Third-party intake
Send the package before the signer steps in.
Use this when a lawyer, employer, family member, assistant, or other organizer is sending the documents first, handling payment, or keeping the signer from repeating the upload step. We review the package first and then send signer-side next steps when they apply.
Who this is for
Organizer-first intake for payment or document prep.
Use this form when someone other than the signer is coordinating the matter. That can be a lawyer, employer, family member, business owner, assistant, or court-related organizer who wants us to see the documents and facts before the signer steps in.
Documents can be with us before the signer steps in
This avoids confusing the signer with duplicate upload requests when the file is already assembled by someone else.
If a signer is starting the request
If a signer is starting the request and has the document, the normal upload/registration path is usually simpler.
Third-party intake
Send the package first, then we guide the signer.
Start here when the documents, payment details, or case instructions are coming from someone other than the signer. We can review the file first and then send the signer the right follow-up path.
- Best for lawyer-managed matters, employer packets, family coordination, and court-related documents.
- Use this when you want us to see the package first and simplify the signer-side experience.
- If a signer-side follow-up is needed, we can send the signer the correct link after review. The signer completes their own identity-document check when it applies.
Organizer submissions, signer details, uploaded files, and provider event data may be stored in private backend systems for review, audit, support, and workflow operations. Read the Privacy Policy.
Third-party upload
Organizer first, signer second.
Need help?
If the organizer form has trouble, Notary Geek is still live.
Open the form full-page or message us with the organizer name, signer name, and document type.