Redefining CRM for lawyers – a modern productivity tool

Recording Date: March 3rd, 2021
Session Length: 47 minutes

Session Overview

In the new era of dispersed working, law firms are increasingly looking towards modern CRM technology so their attorneys can make every touch point count towards the rich, engaging experience their clients expect.

In collaboration with Microsoft, we’re excited to introduce Peppermint Client Engagement, built on Microsoft Dynamics and Power Platform, 

Rethink your expectations – this is what modern client relationship management can look like.

• Intuitive and easy to use: address firm-wide adoption head-on
  Peppermint Client Engagement removes roadblocks to firm-wide adoption. It slots seamlessly into a familiar end user experience and connects with Microsoft productivity tools like Teams, Outlook and LinkedIn.

• Assistive and automated: make every attorney a rainmaker
  Our no touch/low touch CRM enables fee earners in their business development activities so strong relationships help retain clients and uncover new opportunities. It supports your teams in how they want to work, on a device of their choice, without cumbersome admin.

• Connected: create a single version of the truth
  We connect the dots for a 360-degree view of your clients. Smart integrations provide teams with the information they need to work effectively and give firm leaders and partners the right data and insights for their decisions.

About Peppermint

Based in the UK, Peppermint provides award-winning legal business management software exclusively to law firms and other large legal teams. Our Client Engagement (CRM) solution is built using Microsoft technology and is now available in the United States.

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