Client Engagement
Redefining law firm relationships by emphasizing collaboration, satisfaction, & growth.
Refreshing CRM
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.
Core Capabilities
Client Engagement provides your firm with tools to:
Enhance Collaboration & Client Management
Gain a secure, centralised space for collaboration by leveraging business solutions that allow document sharing, task tracking, and bill monitoring.
Improve Client Service with Feedback Analysis
Provide a channel for clients to give feedback and leverage AI to analyze the data. Use Microsoft's AI-powered sentiment analysis, identify trends in client feedback, warning signs and compliance risks.
Target New Business with Precision
By establishing process flows and automation, your firm can ensure that enquiries are directed to the appropriate teams and lead nurturing is guided effectively.
Automate Marketing List Creation
Streamline marketing list management by automating the process to keep pace with changes to contact, lead, and account records.
Drive Business Growth with Cross-Selling
Identify cross-selling opportunities within your existing client base quickly and efficiently by collaborating across the firm and leveraging native LinkedIn integration.
Inform Decisions with Custom Dashboards
To make better-informed decisions and launch initiatives, leverage custom-built dashboards and reports in Power BI.
Client Engagement is built for law firms, empowering business development and marketing teams with the information they need to drive revenue growth and collaboration, deliver client intelligence, and leverage the best of Microsoft-based innovation.
Meeting lawyers where they work
Client Engagement meets lawyers where they work, on Teams, Mobile, and inside Outlook. By integrating natively, Client Engagement funnels all updates to client records, activities, and key accounts - without making lawyers feel like they’re taking time away from billable work.
Client Engagement for…
Marketing Teams
Business Development Teams
Lawyers & Legal Teams
“At Womble Bond Dickinson, the importance of understanding our clients is paramount, and putting the right infrastructure in place is crucial in supporting client intelligence, insights, and relationships. What made Peppermint stand out was the simplicity of the software and how our lawyers can easily access it while they are working in Outlook, Teams, or via the web app while at their desks, or on their mobiles. This integrated collaboration provides a fertile ground for exploring new ways to better serve our clients.”
“Our clients are at the heart of everything we do. We were seeking a new CRM solution that would help us think ahead, anticipate business trends, and plan for challenges as we work alongside our clients. Peppermint Client Engagement and Client Sense are ideally placed to equip us with the data we need to make decisions that help us meet those strategic objectives.”
“Shakespeare Martineau prides itself as a forward-thinking law firm. By partnering with Peppermint and Introhive, as well as investing in Microsoft Dynamics 365 for Marketing, we now have an unrivaled powerhouse of a business development and marketing technology suite.”
Book a demo of Client Engagement
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