The VLT Notaires case
VLT Notaires, a 26-person practice based in Grasse, wanted a complete diagnostic before committing to its digital transformation. We held individual interviews across every role: notaries, clerks, negotiation team, administrative staff.
The audit documented 10 major frictions and €527,000 a year in hidden costs, of which €328,000 came from email handling alone. 709 cases a year were opened manually. The proposed plan has 12 solutions across 3 phases, for a total investment of €56,000 and a return on investment estimated at roughly 2 months at full capacity.
The practice then entrusted Codito with the redesign of its website. "I absolutely recommend the AI audit, for any type of business," says Jean-Philippe Vouillon, partner notary.
Where AI helps a regulated profession
AI takes on what repeats. The professional keeps the decision, the expertise and the final sign-off. Our article on tender responses for law firms sets out this division step by step.
- Sorting and qualifying incoming email.
- Preparing the opening of case files.
- Speeding up searches, such as land-registry searches.
- Analysing long documents and flagging points to check.
- Preparing a first draft from the firm's own library.
Confidentiality and professional secrecy
The first risk is the most ordinary: an employee pasting a client document into a free personal version. A usage policy and business accounts deal with it before any project begins.
For projects involving sensitive documents, here is the framework we apply, described in our article on law firms and to be adapted to each profession. The rules specific to your profession remain for you and your governing bodies to validate: we do not give ethics opinions.
- A non-disclosure agreement before any exchange, with return or destruction of documents on request.
- A French model (Mistral AI) and hosting in France (Scaleway).
- No training on your documents, no reuse for another client.
- Named access and a record of every change.
- If needed, deployment in your own infrastructure.
Where to start
The Strategic AI Audit, from €2,000 excl. VAT, puts figures on your frictions and prioritises solutions. The AI Partnership, €499 or €799 excl. VAT per month with no commitment, installs the practices and trains teams. Custom Development, from €3,000 excl. VAT, builds the tool connected to your data.
A free 30-minute conversation lets you check whether one of these formats suits you.
What to know before calling us
VLT Notaires is our published reference in these professions. We have no published client case among lawyers or chartered accountants: the article on law firms describes a method, with a fictional costed example.
The €527,000 is an audit estimate specific to this practice, and the figure does not transfer to yours. If the information you need does not exist or volumes are too low, the audit will say so and recommend against automating.