Kingfisher Files

Raising $2.5M to level up with full-time staff and expand into SaaS markets

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GENERAL:

Essential Deliverables, LLC dba Kingfisher Files

211 S 2nd St, Suite, 213, Clarksville, TN 37040
(931) 378-0590
EIN 38-4129882

OWNER:

Tami Newberry
(256) 919-5699
 

LEGAL STATUS: TN Registered Member managed LLC

PURPOSE: Kingfisher Files was born out of a strong desire to provide an easy to use & secure solution to managing legal documents, getting them notarized, & sharing them with the people that matter to you right from your personal electronic device in a few minutes. 

STATUS: Start-Up, Live launch of Feb 2023; Currently providing services in 13 states. 

BUSINESS TYPE: Service

PRODUCTS AND SERVICES: Publication of Health Care Directives and Last Will & Testaments; Online notarization of documents created on our platform; Document sharing and management user console; Custodianship of documents created on our platform; Provider of educational materials related to the purpose and benefits for having a Health Care Directive and Last Will & Testament, and related topics. 

REASONS: I worked with an NGO in Alabama and this story changed my life. There was a family passing through, returning from Disney. Near Birmingham, they had a devastating car accident in which the father died, the mother was in a coma and the two young children were in temporary custody of the highway patrol. Child protective services went to great lengths to identify next of kin to avoid the children being place in foster care. They successfully identified the children’s grandmother in Montana. She was informed of the circumstances, yet refused to come and get the children. This should have been the happiest road trip of their lives. Now, the children have lost their entire family, and don’t understand what’s going on. I believe this family would never have wanted this for their children. They had a relative, god-parent, or friend whom they would have entrusted with their children. Without a Health Care Directive, their wishes were never known. 

The average American age 20-50 doesn’t have a Health Care Directive or Last Will & Testament in place. They believe that this is something for old people, requires a visit to a law office, is expensive and the documents that they get aren’t flexible to keep up with their changing lives. While they may receive benefits such as health and term life insurance from their employer, there isn’t legal documentation to support their wishes in case anything actually goes wrong. They often hope the emergency contacts in their phone or giving a friend their email password means everything will be taken care of. 

Hoping your family, doctor or the legal system will carry out your wishes without a plan is a recipe for disaster Instead of spending their time with you, your loved ones are arguing on what course of care you prefer. Kingfisher Files provides a solution in the palm of your hand with a cellphone or internet connected laptop. In a few minutes, a document is created, notarized, stored and shared. Got married? Had a child? Adopted a pet? Changed your wishes? Update your documents from your cellphone, tablet or pc. It’s that easy. 

Kingfisher Files: Not just a piece of paper, peace of mind. 

GOALS: 

CURRENT: With the B2B model in place with document creation for Health Care Directives and Last Will & Testaments for is available to consumers in AL, AZ, CA, FL, GA, IL, N, KY, OH, TN, TX, VA, WV directly from the Kingfisher Files website, our 2024 focus is B2C. 

We are making the shift from hiring contractors to hiring full time developers to maintain it’s daily health, cybersecurity, updates and pushing this code to the docker image. 

The SaaS delivery system for integration of Kingfisher Files into marketplaces for HR and patient intake software will be HIPAA compliant and may also require the removal of the notarization capability. While healthcare directives do not require notarization, this feature is offered on Kingfisher Files as an additional security measure testify to the intent of the person creating the form. 

LONG-TERM: In three years, we see Kingfisher Files expanding into providing SaaS Solutions. We're ideally positioned as an integration with medical intake software, HR benefits marketplaces and as a benefit for healthcare insurance providers to offer to customers to set them apart from their competitors with services not currently offered by their competitors. 

INDUSTRY: As a result of the COVID-19 pandemic, there is an unprecedented consumer surge to create and notarize legal documents remotely. 

The market size of online legal services in the United States increased steadily in recent years. This sector’s market size reached a value of approximately 10.9 billion US dollars in 2021 and is expected to grow a further 3.9 percent in 2022 (Statista Research Department, Jul 6, 2022). The market size, measured by revenue of the Online Legal Services Industry was $14.1bn in 2023. This is lead by virtual legal offices and downloadable DIY forms. Both cases are a step towards automation of legal documents, yet are limited to the creation of legal documents which must be downloaded to be signed, then notarized, and filed away in a filing cabinet.  

According to Investopedia, in 2022, the online notarization industry is lead overall by Notarize.com. They have been compelled, since 2018, by the market size of 1.2 billion notarized transaction a year and the $32 billion they represent.

Each of the industry operators, in the creation of legal documents and their notarization, exist in independent lanes. Kingfisher Files is the only 100% online solution, offering a single, seamless customer experience of document creation and notarization, through our proprietary agreement with Notarize.com. 

The patient intake software market in 2023 is US$ 1.77 billion, and is expected to reach US$ 5.01 billion by 2031 at a CAGR of 13.90%, and HR software market size was valued at US$ 15.59 Billion in 2020 and is projected to reach US$ 33.57 Billion by 2028, growing at a CAGR of 10.10% from 2021 to 2028. Key components of these markets are documentation management which Kingfisher Files has the scalable cloud architecture in place to build upon. 



PROFESSIONAL RELATIONSHIPS:

ACCOUNTANT: 
Ben Carroll, CPA, CVA, CITP, Principal
Stone, Rudolph & Henry, 124 Center Pointe Dr #8404, Clarksville, TN 37040, (931) 245-2144, [email protected]

BANKER: 
Steven A. Rose, Branch Manager
US Bank, 3050 Wilma Rudolph Blvd, Clarksville, TN 37040, (931) 221-0141, [email protected]

COMPLIANCE ATTORNEY: 
Martha Boyd, Shareholder
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, 1600 West End Ave, Nashville, TN 37023, (615) 726-5652, [email protected]

TRADEMARK & PATENT ATTORNEY: 
Edward D. Landquist, Jr, Registered Patent Attorney
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, 1600 West End Ave, Nashville, TN 37023, (615) 726-5652 (615) 726-5581, [email protected]

PROFESSIONAL CONSULTANT: 
Paul Martinelli, Business Consultant
Stickman Productions, West Palm Beach, FL, [email protected]

ANGEL INVESTOR: 
20% stake holder and silent partner. Information available upon request. 
 

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