Peppermint Technology

Peppermint Technology is a leading provider of Microsoft-based, front-office solutions specifically designed for law firms. Their flagship offering, Client Engagement CRM, has gained widespread acclaim for its innovative approach to enhancing law firm operations. This solution enables lawyers to efficiently manage client relationships, matters, and interactions. In August 2023, Peppermint Technology introduced a new Business Intake functionality as an add-on to the Client Engagement CRM. This feature streamlines client and matter onboarding, conflict checking, and risk management processes, all seamlessly integrated within the Client Engagement platform.

The Business Intake functionality simplifies the process of bringing new clients and matters onboard by leveraging intuitive tools for data collection, documentation, and communication. It enhances client satisfaction and reduces administrative burdens, ensuring a smooth onboarding experience. Additionally, the advanced conflict checking capabilities seamlessly identify and resolve conflicts of interest, enabling law firms to make well-informed decisions while maintaining the highest ethical standards. The risk assessment tools within the Business Intake functionality empower law firms to proactively manage potential issues and safeguard their reputation.

Peppermint Technology's comprehensive suite of solutions includes Client Engagement CRM, Case & Matter Management, Work and Resource Management, and the Business Intake functionality. The company's modular legal applications are built on Microsoft's scalable and high-performing global cloud technology, working seamlessly with other key Microsoft products such as Office 365, including Outlook, and Microsoft Teams. The solutions support modern work practices, enabling frictionless and secure access to services from any smart device.