Maintain your
competitive
edge

Enhance
Client
Experience

Maximise the
value of client
relationships

Peppermint Client Engagement is a powerful CRM solution designed for the legal sector which provides firms with the business agility, visibility and control to understand the true value of clients and prospects. The solution is built on the Microsoft platform, providing a familiar user experience that seamlessly integrates with your existing platform enabling firms to create a single view of the client, deliver personalised engagements and better target business development activities through data driven decision making.

Drive strategic growth through a CRM specifically designed for legal

Manage all relationships data in one place

Track activities, identify connections and key relationships including matter parties, experts, witnesses, referrers, prospect, key clients and more

Analyse internal and external skills and experience

Identify colleagues with key skills and matter experience to support tenders and directory submissions
Discover known industry experts quickly, to obtain expert advice where needed

Leverage relevant Practice Management system data

Access matter and financial information to identify top billing clients, contact value and cross-selling opportunities via Peppermint CX or through integration with your existing practice management system

Designed for easy and effective user adoption

Fee Earners can access the Peppermint platform and track emails, appointments, and contacts without having to leave Outlook
Leverage full mobile functionality to access services anywhere at any time
Role based apps control the features and functions that Fee Earners, Marketing and Business Development users have access to

Build Relationships and Increase Revenue

Build strong internal and external relationships

Nurture relationships through Engagements by reviewing relationship stage and strength
Visualise connections and key contacts with Connection Explorer and Peppermint Insights -find opportunities for introductions and new key contacts
Integrate with LinkedIn to access data and get company updates directly through the system

Intelligent insights to drive business growth

Measure customer sentiment using Azure text analytics
Real time, actionable data via dashboards and PowerBI
Track internal and external referrers to identify business sources and measure reciprocity

Manage bids and tenders efficiently and accurately

Keep track of who is working on deals, their status and your overall sales pipeline
Gain insight into financial performance at individual and business level
Achieve visibility and control of sales activities to encourage better, more effective operational processes

Lead generation and targeted marketing

Track lead sources and conversion rates
Build targeted, dynamic marketing lists which evolve with your data
Create and manage marketing campaigns and events and accurately measure return on investment
Integrate with value-add platforms such as Vuture, Click Dimensions, EventBryte and Concep

Peppermint Client Engagement

Whether taken as a standalone module or included as part of Peppermint CX365, Peppermint Client Engagement
will provide you with the insights required to stay competitive in the rapidly changing legal market.
Try it for yourself today through Microsoft AppSource.

Get in touch with us

Advanced

We leverage the capability and innovation of Microsoft technology in our solutions

Secure

Our solutions are hosted in the highly secure and scalable cloud

Integrated

Our partners provide additional value through integrations with our solutions

"With Peppermint we selected the best technology the market has to offer and a partner that shares our vision of putting the client at the heart of the business."

Morrisons Solicitors LLP

"The Peppermint platform is a great example of how technology can help transform the way lawyers support their clients and exceed expectations with minimum fees."

Steve SavageGosschalks Development Director

"Peppermint’s single legal software platform transforms the role of technology from being a tool that supports the firm’s operation into a strategic weapon that will accelerate our competitive advantage."

Mayo Wynne Baxter

"The fact that it was based on Microsoft Dynamics Software gave us the confidence that we would be able to do things with Peppermint that we probably couldn’t do with a lot of its competitors"

Steve PayneManaging Partner of Gepp and Sons