Peppermint Launches Work Management in North America
Chicago, November 9th, 2023— From the makers of Client Engagement, the industry-leading CRM solution built specifically to meet the marketing and business development needs of law firms, Peppermint Technology is excited to introduce Work Management – a groundbreaking solution poised to transform the way law firms and legal professionals allocate resources and streamline their operations.
Peppermint Work Management is a legal work allocation and resourcing solution designed to efficiently assign tasks, maintain high-quality standards, and minimize delays. At its core, this innovative product seamlessly integrates with existing personnel data, providing law firms with a potent solution to tackle resource allocation challenges. As with Client Engagement, Work Management is a Microsoft “native” solution, built on the Dynamics and Power Platform and thus naturally integrated with the other Microsoft applications lawyers and staff use daily.
Peppermint Work Management offers a variety of features, including:
1. Intelligent Workload Analysis: Work Management leverages intelligent automated analysis of staff workloads and working patterns. This means it doesn't just assign tasks haphazardly but considers the current workload of each individual, preventing over allocations.
2. Resource Allocation: Work Management encompasses various elements, processes, and logical rules to assess incoming job requests from lawyers and staff on behalf of a service delivery team. It then suggests the ideal paralegal or subject matter expert (SME) to handle the task, empowering users to make informed work allocation decisions.
3. Progress Tracking: It doesn't stop at task assignment. Work Management also offers real-time progress tracking, making it easier for law firms to stay updated on the status of each task and project.
4. Quality Control: Quality is paramount in the legal profession. Work Management facilitates quality control for the requested work, ensuring that all tasks meet the high standards and expectations of clients.
5. User-Friendly Interface: It's not just about functionality; Work Management boasts a user-friendly interface, ensuring that even those without extensive technical expertise can effortlessly allocate work and manage tasks.
Peppermint Work Management is a versatile tool that can be used for a variety of purposes, including managing associate allocations, secretarial pool assignments, and help desk ticketing. It adapts to the unique needs of your law firm, making it an invaluable addition to your operations.
And for business development teams, Work Management can be utilized to coordinate and manage tasks related to RFP responses, pitch and proposal requests, and other crucial elements of business development – all seamlessly integrated with Client Engagement. This ensures that the right – and available – experts are assigned to these critical tasks, enhancing the firm's ability to win new clients and opportunities.
For more information about Peppermint Work Management, visit: Work Management — Peppermint Technology Inc.
About Peppermint Technology:
Peppermint Technology is a leading provider of Microsoft True-Native software solutions designed to transform the way law firms operate. With a focus on innovation and customer success, Peppermint Technology empowers law firms to enhance customer relationships, streamline processes, and achieve operational excellence. The company's comprehensive suite of solutions includes Client Engagement CRM, Case & Matter Management, Work and Resource Management, and now, Business Intake functionality.