Peppermint Connect: A Lawyer’s Gateway to Client Data
The practice of law offers a unique blend of rewards and challenges that are both fulfilling and demanding. Lawyers often find themselves devoting more time to their work than they initially anticipated, with necessary but tedious administrative work getting in the way.
According to indeed.com, lawyers employed at large law firms typically work an average of 66 hours per week. This time is spent advising clients, researching and interpreting laws, analysing complex cases, communicating with clients, preparing legal documents, and engaging in various other activities across numerous clients and matters.
As legal professionals navigate tight deadlines, complex legal issues, and client demands, it becomes essential for them to utilise the right software solutions to complete their work efficiently. Making the data and tools they need available in the applications they work in every day such as Microsoft Teams and Outlook reduces the overheads of context switching and allows them to keep their focus on the work that matters most.
Peppermint Connect to the rescue
Peppermint Connect improves the lawyer’s experience by integrating essential data and tools for key work activities within the Office 365 applications which lawyers rely on daily. This means users can access important information related to matters, clients, and business development initiatives directly within their Outlook interface.
With Peppermint Connect, users can efficiently profile their emails against accounts, contacts, matters, leads, and opportunities. This capability ensures that all communications are easily linked to the appropriate records. Connect also enables users to store these emails as activity records against their matters and save to their Document Management System (DMS) so that users don’t need to switch between different applications.
This streamlining enhances productivity and simplifies workflow processes, allowing legal professionals to focus more on their core responsibilities.
Tom Willis, Principal Microsoft Solutions Architect at Peppermint, adds:
“Application switching, like jumping into a DMS system to find something, and then into a CRM system to add something else, is a waste of time for lawyers. When you have to use multiple screens and solutions to get something done, it interrupts the flow of work for the user and they don’t get the full benefit of the tool, or worse, they skip things not on the critical path like ensuring CRM data stays up to date.
Peppermint Connect is all about the lawyer’s experience and making life easier for them by providing crucial data and the ability to carry out key functions in the flow of the work that they are in, right in Microsoft Outlook and Teams.
The point of Connect is to make life easier for the end user and present the elements that they need in their day-to-day job in one interface.”
Limit context switching
Peppermint Connect is designed specifically for lawyers, meeting them where they work with a single user-friendly interface. Its purpose-driven design enables users to access essential information and tools effortlessly, so they can maintain focus on their critical tasks. Built within Microsoft 365, lawyers can manage their tasks more effectively, ensuring that they remain focused and productive in their work.
Secure collaboration
Peppermint Connect enables users to launch meetings, chats, and manage emails and documents straight from within Microsoft Outlook or Teams. Lawyers can collaborate securely and effectively within specialised Teams channels for engagements such as bids, or to collaborate on a key matter document.
Peppermint Connect modules
Peppermint Connect is currently available for our CRM solution, Client Engagement, and for our Matter Management solution, helping lawyers to deliver more personal engagements and an easier way to manage matters, and their progress, without having to leave Outlook or Teams.
If you'd like to see how Peppermint Connect can help your business, there’s no better way to do so than by booking a demo here.