Implemented across their property teams (with other practice areas to follow) they have been astounded by the results.
Offering online quoting, remote client ID verification and online client form filling, Minerva is making the firm’s processes much more efficient and taking up to 3 weeks off the onboarding process which saves time for lawyers and clients alike.
Over the past three months the firm has processed over 1500 transactions through Minerva’s easy to use portal and performed over 3000 ID checks. Given recent news across the legal sector about digital processes in the industry, this implementation is timely for Watson Ramsbottom. It was announced recently that HM Land Registry wants to support the development of easy to use, remote and digitally secure options for conveyancers and solicitors to use with their clients - Minerva achieves this and more.
Couple this with regulators also calling for legal professionals to ensure they adhere to social distancing guidelines, whilst still remaining compliant; it is clear to see that digitally onboarding clients is the way forward especially by using Facial Recognition remote ID and AML verification.
Elton Ashworth, Managing Director at Watson Ramsbottom said:
“Introducing Minerva into our firm has been a god send. It has massively speeded up our file opening process, saving up to two weeks on sales and a week on every purchase transaction. Using the integrated facial recognition has really helped, as having to manually identify clients was proving to be a large headache for us.
We are now able to sell the benefits to our introducers, who love the fact they can create quotes on our behalf. We often come into the office to find new clients who have already completed our T’s & C’s and supplied their ID. This is clearly a far superior service which is both faster and more efficient”
A mutually beneficial product
Minerva provides a win-win for everyone involved. The law firm gets the information they need sooner with more accurate data to progress the matter. Clients love the fact they do not need to travel to prove their ID or complete time-consuming forms. Agents can start the ball rolling for clients and easily track progress of an introduction.
Richard Mathias, Sales Director at Minerva commented:
“With this second lockdown and large areas of the county still in Tier 3 Covid19 restrictions, it really does look like certain elements of the new way of working are set to stay. It is imperative that conveyancers, solicitors and all legal practitioners are able to continue to act remotely. Minerva offers a complete client onboarding solution which requires no face to face meetings or physical documents. We are excited to partner with this leading North West law firm to help them simplify their processes for client engagement and helping them speed up their processes for client onboarding.”
Through Minerva, clients can accept a quote, complete essential forms, verify their identity and source of funds, securely and remotely from their smartphone, in minutes.