Peppermint Connect: Work securely in the environment you know and love
In the modern world, productivity is more crucial than ever. Being able to focus on completing an important task, without distraction, is valuable currency.
Peppermint Connect enhances your focus, making you more productive and precise. It embeds access to important collaboration tools, client data, and documents into the Microsoft 365 suite you use daily.
Peppermint Connect provides a seamless embedded experience within Microsoft Outlook and Teams. The tools and information that you require to complete important tasks are brought to you. This means that you don’t need to leave your workspace to find that key bit of information or assign the follow-up activity – empowering you to focus on the important activity at hand.
Key Features:
Built within Microsoft 365
Stop switching from app to app. With Peppermint Connect, you can work fully within Microsoft 365 – including Outlook and Teams. No longer will you need to switch to another application to view important matter and client information or assign tasks. This creates a seamless user experience and empowers you to focus – empowering you to work productively.
Secure Collaboration
Peppermint Connect enables users to launch meetings, chats, and manage emails and documents straight from within Peppermint CX365, Outlook, or Microsoft Teams.
Legal professionals can collaborate securely and effectively within specialised Teams channels for engagements - such as bids, or to collaborate on a key matter document.
Unified Information Access
Peppermint Connect presents one interface where fee earners can immediately connect to client data, documents and insights. This dramatically reduces time trying to find the relevant data, enhancing efficiency and productivity, while strengthening client relationships.
It also provides a low touch CRM experience helping increase adoption and reduce training as it’s a familiar and intuitive experience fee earners already use daily.
On the Roadmap:
AI Legal Assistant
Microsoft’s Co-Pilot is set to revolutionise how we will all work. At Peppermint, we’re working on infusing AI into Peppermint Connect by creating our AI legal assistant (or legal Co-Pilot). Imagine your AI assistant summarising a lengthy document or email to give you the key actions, then helping you to draft a precise response, supported by your firm’s knowledge at your fingertips.
Enterprise Relationship Management
Peppermint will be bringing key relationship management features to Peppermint connect with the introduction of who knows who, relationship health and trend indicators, infused with AI to effortlessly help you maintain and strengthen exceptional relationships with your clients.
Touchpoints
Peppermint will be introducing touchpoints to Peppermint connect to help you stay in touch with your clients and provide insights as to key discussion points to liaise with your clients on.
Peppermint Connect modules
Peppermint Connect for Client Engagement
Our modern CRM solution - 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. For Client Engagement, Peppermint Connect empowers users to:
Access key client information from within Outlook and Teams.
Create new contacts or opportunities directly in Outlook.
Collaborate effectively by creating a Teams Channel and/or starting a Teams’ chat for you opportunities, key clients/accounts and events.
Collaborate on bid documents within Teams
Add a new contact to a marketing list.
Summarise emails and draft a tailored response using our AI legal assistant (Feature coming soon).
See who knows who and relationships strengths direct from Outlook and Teams (Feature coming soon).
Peppermint Connect for Matter Management and Case Management
Our Matter Management and Case Management suite makes life easier for lawyers by providing a user-friendly overview of their clients - including tasks, cases, matters, and relationships. For Matter Management and Case Management, Peppermint Connect empowers users to:
Manage your matters, and their progress, without having to leave Outlook or Teams.
Access key mater information from within Outlook and Teams including connections and matter dashboards.
Track the work that you need to do to progress a matter.
Assign work to colleagues
Generate, save, and manage documents effectively within Outlook and Teams.
Collaborate effectively by launching matter or activity focused Teams Channels / Teams chats.
Capture time spent on a matter or activity
Use our AI legal assistant to ensure that tasks are recorded effectively, and that precise emails can be drafted quickly (Feature coming soon).
If you are eager to see how Peppermint Connect can help you to be more productive, there’s no better way to do so than by booking a demo today. Take advantage of the opportunity to explore its capabilities, ask questions and witness how it can transform your business.
You can Schedule a Demo by Clicking Here.