Peppermint Introduces Connect Client Engagement: Enhancing Collaboration and Productivity within Microsoft 365

Global News

23
Aug
2023

Editor

Peppermint Technology, a leading innovator in legal software solutions, is pleased to announce the launch of Peppermint Connect Client Engagement. This innovative tool is designed to be deeply embedded within Microsoft 365 applications, including Teams and Office 365, providing legal professionals with enhanced collaboration, efficient communication, and improved productivity within their daily work routines.

In today's dynamic legal environment, efficient collaboration, streamlined data management, and effective client engagement are vital components of success. Peppermint Connect Client Engagement addresses these critical needs by offering a seamless connection between legal teams, client data, tasks, documents, and intelligence—all within the familiar interfaces of Microsoft 365.

"Peppermint Connect Client Engagement is a practical solution that empowers legal professionals to optimize their workflow and enhance their client engagement strategies," noted Clare Bonsall, Head of Product Management at Peppermint. "By integrating seamlessly with Microsoft Teams and Office 365, we are simplifying lawyer-client collaboration and enabling legal teams to harness the full potential of their Microsoft ecosystem.  Helping to solve common challenges around adoption, training and application switching by bringing what legal professionals need into the common applications they already use frequently today."

Key benefits for legal professionals:

1. Built within Microsoft 365: This cutting-edge tool is seamlessly embedded within Microsoft 365 applications, ensuring that lawyers and business development teams can access client-related data, intelligence, tasks, and documents without disrupting their familiar work environment.
2. Enhanced Lawyer Experience: Peppermint Connect offers an intuitive interface that enhances the collaboration and productivity of lawyers. By enabling deep actionable insights from robust platforms without leaving lightweight applications, adoption becomes natural and frictionless.
3. Unified Information Access: Say goodbye to the hassle of toggling between applications. Peppermint Connect allows legal professionals to swiftly connect to client data, documents, and insights from a single interface, revolutionizing efficiency and time management.
4. Tailored Engagement Channels: Collaborate securely and effectively within specialized Teams channels designed specifically for engagements, such as bids, events, and client relationships. Launch chats, create activities, tasks, and collaborate on documents seamlessly within Teams.
5. Enhanced Email and CRM Integration: Peppermint Connect enables the creation and storage of emails and attachments directly into client engagement records and document management systems from within Outlook. Effortlessly generate and approve PDF documents from both Outlook and Teams interfaces.
6. Insights and Dashboards: Access client dashboards within Microsoft Teams, gaining real-time insights into account and client records, facilitating informed decision-making, and enhancing client relationship management.

As a true embodiment of Microsoft 365 applications, Peppermint Connect Client Engagement leverages the full power of the Microsoft ecosystem to redefine how legal teams collaborate, communicate, and manage client engagements. By seamlessly bridging the gap between the legal world and modern technology, Peppermint is ushering in a new era of streamlined, efficient, and productive legal practice.