CRM isn’t successful if lawyers aren’t using it… so we’ve created a solution they love.
Client Engagement is designed with what lawyers want and need from a CRM solution in mind.
With Client Engagement, lawyers enjoy a focused view in the familiar Microsoft tools they use most: Outlook, Teams, and Microsoft 365. Client Engagement delivers a single source of the truth and a simplified view of your clients, prospects, and business development success.
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.
We call this CRM by stealth.
“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.”
Drive revenue and growth
The giveaway is in the name - Client Engagement is about understanding how engaged clients and prospects are with the firm, giving lawyers tools to deliver a consistent client experience, accelerate growth, and increase revenue.
Enjoy a truly Microsoft native CRM
We enable lawyers to access key client information as well as time and billing features, anytime, anywhere, on any device. With our Outlook App and Microsoft Teams verified application called Connect, lawyers can act on client records directly from where they are working without switching screens.
Engage with clients proactively
Features such as win/loss analysis tracking the success rate of your business development efforts, source of business analysis, client sentiment analysis, and referral management dashboards provide visibility of how new business is being generated and highlight the clients you should give attention.
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Peppermint holds five internationally recognised security and governance accreditations
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Peppermint is trusted by 23 UK & US Top 200 ranked firms - 6 are in the Global 200
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We have successfully got business development teams up and running with Client Engagement in as little as six weeks
Working with us
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We’ve never had a law firm replace CX365 Client Engagement with another CRM solution
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Over 20 law firm leaders have provided public references for Client Engagement in their firm
Request a free demo and consultation
Ready to find out why law firms are saying Client Engagement is the new CRM? Use this form to request a demo or contact our team.