Client Portal

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Intelligent Client Onboarding

We do exactly what we say. We help you onboard your clients, intelligently. Minerva provides an award-winning client onboarding process that connects you with your clients and really works.

Engage Your Clients – Fast

Minerva is your complete onboarding solution. A dedicated branded online portal that helps take your client engagement to the next level. Intelligent client onboarding is here.

Easy to follow form filling
Customised emails from your firm received by the client
Branded thank you message to the client

SMS notifications

Accessible, convenient and secure.

Enjoy the ultimate ease of communication with your clients – send reminders and communicate via SMS.

Remove ambiguity and use texting for:

Automatically remind your client of their onboarding actions
Quotes
ID checks
Adhoc communications

E-Signatures

Minerva’s e-signature solution helps remove the barriers to moving things forward at a pace. You can quickly arrange online signing for your clients, whether they are in the UK or abroad.

Our pay-per-use solution allows your firm to turn agreements and other legal documents that require signing much faster speeding up transaction times through verification of instruction through e-signature. For example:

Completed questionnaires
TA6 and TA10
Client care documents
Terms and Conditions

This is particularly pertinent with Conveyancing transactions of course and since the introduction of HM Land Registry’s new guidance on ‘Accepted Signatures’, having an eSignature solution is a key component for your client onboarding process.

The e-signing solution also works well to handle multi-party transactions should you need consent from a 2nd, 3rd or 4th client that instructions given from the primary client are accurate.