Beyond CRM

Competition in legal has never been greater. This has propelled the need for a reliable, modern CRM solution to support client expectations for seamless interaction and engagement.

Client Engagement provides a familiar user experience that enables law firms to create a single view of the client, deliver more personal engagements, and better target business development activities through data-driven decision-making.

Request a demo

Why Peppermint Client Engagement?

- Gain a secure, centralised space for collaboration while providing clients with the ability to share documents, view outstanding tasks, and track bills
- Aggregate intelligence from multiple business solutions, to provide lawyers with a full 360° view of their clients
- Provide clients with a channel to register feedback on client service that the firm can leverage to improve the client experience
- Leverage sentiment analysis drawing on Microsoft artificial intelligence (AI) to provide indicative trends on performance and client perspective, identifying warning signs and compliance risks as well as positive trends from feedback
- Quickly and efficiently identify smart cross-selling opportunities within the existing client base to drive business growth
- Collaborate on opportunities across the firm and leverage native LinkedIn integration
- Prompt lawyers with automated reminders if progress stalls and alert focus teams when an update to a client record has been made
- Identify new business leads and provide timely responses to prospective clients
- Capture new business leads and ring-fence data in a central repository
- Establish process flows and automation to guide lead nurture and ensure enquiries are directed to the appropriate teams
- Learn from win/loss analysis to improve the management of opportunities
- Automate marketing list management, to keep pace with changes to contact, lead and account records
- Integrate with email marketing solutions to track communications against contacts
- Leverage custom-built dashboards and reports to launch initiatives and make better-informed decisions
- Create role-based dashboards to visualise relevant and meaningful data in real-time

Delivering value across your firm

Business Development

Identify new business leads and provide a timely and bespoke response to the prospective client.

Legal

Focus on strengthening and developing relationships with key referrers, and manage outbound referrals.

Innovation

Enjoy a seamless, modern, familiar working experience based on Microsoft Dynamics 365 in the cloud.

Marketing

Be confident that marketing lists are targeted and include only those with appropriate consent.

Made for a hybrid working world

Peppermint Client Engagement is available across your devices - complete with a mobile app, Microsoft Teams experience and Outlook add-in.

CRM by stealth

Peppermint Client Engagement responds to technology adoption challenges by delivering a solution users don’t just have to use, but love to use. Ready to launch from Outlook, Microsoft Teams and mobile, our CRM is so embedded in the tools you use every day that it’s entirely possible you won’t realise you’re using CRM at all.

Outlook

Never leave your inbox? The Peppermint Client Engagement Outlook app allows you to use the full CRM solution without switching between apps

Mobile

Always on the go? Our mobile and iPad apps mean you can access the full CRM solution and the data you need, from wherever you are in the world today

Teams

Is Teams your collaboration station? With our Connect solution, you can take action and use our CRM directly from Teams, without interrupting the flow work