planot.fr

What It Is

PlaNot is a full-lifecycle case management platform for French notarial offices. It aims to replace email, Excel, and sticky-note-style tracking by centralizing scheduling, document collection, communication, signing, mailing, document management, and business oversight in a single tool. According to the website, it has been in production since 2014 and has managed 53,000+ case schedules, 3M+ messages, 1.6M documents, and 12,000+ Yousign signatures.

Core Features and Collaboration

The platform is built around six pillars: case planning, DynaForms for document collection, PEPS secure communication, document management and AI, a centralized mail inbox, and business management dashboards. Scheduling supports templates by deed type, role-based assignment, automatic deadline calculation, and overdue reminders. Clients do not need to create an account; they can submit documents or reply to emails through secure links and temporary codes. On the team side, users can view real-time case progress, today’s tasks, overdue items, role workload, and revenue. Internal communication can be separated from client communication, making it suitable for multi-party, long-cycle notarial matters.

Integrations, Security, and Deployment

PlaNot natively integrates with Yousign e-signatures, Maileva postal mail, Google/Outlook Calendar, ERDV appointments, Legapass, Intelligia, Google Avis, and more. It also supports custom connectors, API gateways, and personalized exports on request, though no public API documentation is disclosed. On security, each notarial office uses its own dedicated server, with no sharing between clients. Permissions can be configured by user, team, and case type. All viewing, editing, sending, and downloading activities are recorded in audit logs. The website states that it is RGPD-compliant.

Pricing and Service

Pricing starts at 350 € HT/month, with a one-time setup fee of 2,990 € HT and an initial 24-month commitment. Installation training is included, while custom training is quoted separately. Model editing costs 1,000 € HT/year. The final quote depends on the number of users, integrations, and custom development required. The website does not mention a free plan or free trial, offering only demos and needs assessment discussions.

Pros, Cons, and Who It’s For

Its strengths are its close fit with French notarial workflows, covering document collection, signatures, postal mail, audits, and team management, while allowing clients to participate without an account, reducing friction. The downsides are its relatively high price and long commitment threshold; Yousign/Maileva subscriptions must be purchased separately from third parties, and its usefulness outside the notarial sector is limited. It is best suited to medium and large French notarial offices, multi-site organizations, and teams handling complex matters such as real estate, inheritance, gifts, and company formation.

Access from China

The website does not provide information about access from China, payment methods, or localization, so china_access can only be considered unknown. If a China-based team only needs general project, document, or approval collaboration, local alternatives such as 飞书, 钉钉, 企业微信, Teambition, and ONES should be evaluated first. If the use case involves French notarial work, key points to verify include network accessibility, euro payments, RGPD compliance, and fit with industry-specific workflows.