Top 5 Benefits of Peppermint Client Engagement (CRM)

What keeps clients loyal to the same law firm for many years? Often, the key factor to attracting and retaining clients is the relationship between the clients and their lawyers. It is essential to understand the unique needs of clients’ businesses to build strong, trusting relationships.

By embracing a data-driven approach, law firms can enhance their performance and tap into innovative technologies that can make a real difference in how they serve their clients.

Peppermint’s CRM, Client Engagement, allows law firms to create a unified view of the client. This enables more personalised interactions and enhances the targeting of business development activities through data-driven decision-making.

Here’s a list of five reasons why Peppermint Client Engagement will enhance your legal business:

360-degree view of the client

Achieve a better understanding of your clients, enabling you to enhance engagement and improve retention rates. The Client Engagement tool offers in-depth insights into the behaviors and interactions of both current clients and potential prospects across your firm. By analysing these interactions, you can tailor your strategies to meet their needs, build stronger relationships, and foster loyalty.

Microsoft Native

Client Engagement is developed on the Microsoft Power Platform, which enables seamless integration with the Microsoft tools you are already familiar with. This platform enhances your workflow by leveraging applications like Microsoft Outlook, Teams, and others, ensuring a unified and efficient user experience while managing client interactions.

Enterprise Relationship Management (ERM)

Peppermint brings key relationship management features to our Client Engagement solution with the introduction of who knows who, relationship health and trend indicators, to effortlessly help you maintain and strengthen exceptional relationships with your clients.

Data Quality

Utilise the power of custom-built dashboards and comprehensive reports to effectively drive initiatives and enhance decision-making processes. By creating tailored, role-specific dashboards, you can display relevant and impactful data in real time, allowing team members to access the information they need to perform their roles efficiently.

AI Sentiment Analysis

Utilise sentiment analysis driven by Microsoft’s artificial intelligence (AI) to uncover valuable trends in performance and client perspectives. This approach enables you to identify potential warning signs and compliance risks while recognising positive feedback trends, fostering a culture of continuous improvement and responsiveness to client needs.

If you want to know more about Client Engagement book a demo by clicking here.