Maintain your
Maximise the
value of client
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

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

  • 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
  • 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
  • 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
  • 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.

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


Our solutions are hosted in the highly secure and scalable cloud


Our partners provide additional value through integrations with our solutions