Reduce your ‘time to revenue’ with faster file opening, secure real-time facial digital ID verification and paperless end to end onboarding you and your client’s will love.
Quote Management - Create, send and track quotations, view reports and client instructions directly through a secure online platform
Digital ID Verification - Digitally prove your client’s identity in minutes. Confidently perform and meet your due diligence and regulatory requirements
Online Forms - Send key clients forms electronically including relevant Law Society Forms and client questionnaires across any area of law
API Integration - Integrate Minerva with your case management system for seamless full firm management
Please allow 20 minutes for this demo which focusses on a property transaction.
0:00 - 03:40 - Creating a client quotation for a property sale
03:40 - 04:22 - Activating client forms such as Sale Questionnaire, TA10, TA7, TA6 and requesting client ID check
04.24 - 05:14 - Re-sending the quote, toggling between other cases, forms which are queued for completion
05:14 - 06:23 - Reporting dashboard (Completed transactions, Quote conversion summary, Transaction status etc)
06:31 - 07:35 - Client accepts the quotation via email
07:35 - 08:21 - Tasks in the Client Portal (Forms and questionnaires for completion)
08:21 - 10:26 - Completing client forms online
10:40 - 12:33 - Tracking progress in the portal, activating a case and viewing completed client forms
12:33 - 15:32 - Enhanced AML report
16:01 - 16:54 - Make a request to the Land Registry for office copies
Minerva is not just for Conveyancing
Wills & Probate ✔ Personal Injury ✔ Litigation ✔ Commercial ✔ Family ✔ and more...
Minimise the amount of time, admin and costs involved in the creation and set up of new client files.
Identify and communicate with your clients securely, minimising possible risks for your firm.
Comply with your AML and KYC obligations with ease. Confidently perform and meet your due diligence and regulatory requirements.
Ready to revolutionise your client onboarding?
Get in touch with our friendly team to discuss your requirements