Management information and reporting

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The intelligence behind your business - stay on track

Minerva transforms your client onboarding data into an incredibly valuable decision-making tool.  Award-winning intelligent management information and reporting that helps decision-makers at all levels, access, understand, analyse and act.

Your Law Firm Dashboard

Minerva brings to your law firm,  easy to access company-wide management information.

The dashboards are dynamic and group your data, by department, work type, and fee earner to help drill into specific performance improving efficiency of your business with ease.

The dashboards can truly help firms identify cross-selling opportunities, helping you to win more business and improve existing relationships.

  • Manage and monitor your firm against targets
  • Monitor conversion rates via campaigns and referrers
  • Keep track of capacity in each team/fee earner
  • Understand where your business comes from
  • Extract the data for distribution to focus attention
  • Drillable sections to target specific requirements
  • Multi-select activities and choose your own date range
  • Year on year comparisons
Clear data dashboard

Advanced Analytics

Providing a deep dive insight into your transactional data and the status of live matters, you can filter by date range, department and fee earner.

From high-level reports to low level, granular information, your reporting dashboard has over 30 + categories of potential information, allowing you to:

  • Monitor and improve your matter management
  • Full drill-down within each matter
  • Quote conversion insight
Totally transparent transaction data

Client Communications

Connecting your law firm with your clients. Stay in regular touch with your clients using email, notes or text. The transaction dashboard helps you see at a glance anything you might need to chase up, e.g.: ID/AML checks or forms.

Our “auto-reminder” system can be configured to send email reminders to clients that have outstanding forms. Help your client stay up to date and informed.

  • Fee earners receive email notifications when a client has performed tasks
  • Integration with your CMS
  • Transaction dashboard is designed so you can reach clients with a single click
  • You can track the capacity of each fee earner using the status flags
  • Provide case tracking using the milestone progress plan
  • Send adhoc messages using the notepad toolkit
  • Auto reminders are sent to clients to chase up on the outstanding form
Easy to view matter files