TBN & Clio Happy Hour and Celebration!
​🎉 We’ve got big news — and even bigger reasons to celebrate!
​The Best Notary is now an official Clio Certified Partner, and we’re throwing a party to mark the moment.
​Join us for good vibes, great people, and maybe a few victory dances. Whether you’ve been part of our journey or just want to raise a glass to this milestone, you’re invited!
​Join us for some great art, wine, snacks and great conversations!
​The Venue:
​Join us in the heart of San Francisco’s Union Square, at a very special gallery where fine art meets fearless conversation and a place where vision and ambition collide.
​The current exhibition, Still | Still by Don Hershman, captures that spirit perfectly. Spanning 35 years and 41 paintings, Hershman’s work transforms the quiet poetry of everyday objects into studies of resilience and beauty. Each canvas hums with patience, discipline, and a devotion to detail—the same qualities that define true craftsmanship in any field.
​A Bit more about TBN:
​The Best Notary is the leading outsourced back-office for estate planning attorneys, helping firms operate remotely, scale efficiently, and serve more families—without adding staff or overhead. Since 2010, our nationwide network of vetted notaries, witnesses, and concierge specialists has supported thousands of high-stakes estate plan signings across all 50 states.
​Our fully managed stack covers every step of document execution: proofing, prefilling, printing, notarization, witnessing, deed recording, and final portfolio assembly. Through our Document Concierge and TBN Express services, attorneys can send documents once and have them flawlessly prepared, signed, recorded, and delivered to clients—in-person or online via Remote Online Notarization (RON).
​For smaller firms, we eliminate the administrative grind so they can focus on clients instead of logistics. For larger practices, we serve as a scalable fulfillment partner that integrates with tools like Clio and WealthCounsel, ensuring consistency, speed, and brand-level polish.
​With an average 90 % reduction in delivery costs and 100 % coverage across time zones, The Best Notary bridges the gap between traditional legal services and the convenience-first economy—helping estate planners build stronger businesses while having more free time.
​A Bit more about Clio:
​Clio is the world’s leading cloud-based legal operating system, serving more than 400,000 legal professionals across 130+ countries. Founded in 2008 and valued at $5 billion after its 2025 Series G and $1 billion vLex acquisition, Clio has become a full-stack legal platform that connects every part of a modern law practice.
​Its product suite includes Clio Manage for case and workflow management, Clio Grow for client intake and CRM, Clio Payments for billing and trust accounting, and Clio Draft and vLex for document automation and legal research. Together, they form an integrated ecosystem of 280+ app partners and APIs that let firms customize workflows—from solo practices to multi-office firms.
​For small firms, Clio simplifies client intake, calendaring, billing, and compliance, reducing admin time by up to 8 hours per week per lawyer. For larger firms, its enterprise-grade security, role-based permissions, and analytics dashboards make it a scalable hub for hybrid and distributed teams.
​Clio’s mission is to transform the legal experience for all, helping firms run more efficiently, serve clients remotely, and collaborate seamlessly—whether they’re drafting a trust, managing probate, or scaling nationwide.
​See you there!
