Transform your business development strategy.

Peppermint Client Engagement is bespoke to the needs and demands of business development and marketing teams in large law firms.

Client Engagement is a powerful CRM solution designed for large law firms.


Peppermint Client Engagement is a powerful CRM solution built for large law firms, designed to enhance your firm’s understanding of the true value of clients and prospects. The solution is built on the Microsoft platform, providing a familiar user experience that seamlessly integrates with your existing platform enabling firms to create a single view of the client, deliver more personal engagements and better target business development activities through data-driven decision making.


For Business Development

Identify new business leads and provide a timely and bespoke response to the prospective client.


For Lawyers

Focus on strengthening and developing relationships with key referrers, and manage outbound referrals.


For Innovation Leaders

Enjoy a seamless, modern, familiar working experience based on Microsoft Dynamics 365 in the cloud.


For Marketing

Be confident that marketing lists are targeted and include only those with appropriate consent.

Serious about CRM

Leading offshore law firm Carey Olsen leverages Peppermint’s transformative technology to maximise its CRM capabilities

Features Overview

Manage data in one place

  • Track activities, identify connections and key relationships including matter parties, experts, witnesses, referrers, prospect, key clients and more

Increase user adoption

  • Identify colleagues with key skills and matter experience to support tenders and directory submissions

  • Discover known industry experts quickly, to obtain expert advice where needed

Leverage relevant system data

  • Access matter and financial information to identify top billing clients, contact value and cross-selling opportunities via Peppermint CX or through integration with your existing practice management system

Analyse skills

  • Track emails, appointments, and contacts without having to leave Outlook

  • Leverage full mobile functionality to access services anywhere at any time

Build strong relationships

  • Nurture relationships through Engagements by reviewing relationship stage and strength

  • Visualise connections and key contacts with Connection Explorer and Peppermint Insights -find opportunities for introductions and new key contacts

  • Integrate with LinkedIn to access data and get company updates directly through the system

Drive business growth

  • Measure customer sentiment using Azure text analytics

  • Real time, actionable data via dashboards and PowerBI

  • Track internal and external referrers to identify business sources and measure reciprocity

Manage bids and tenders

  • Keep track of who is working on deals, their status and your overall sales pipeline

  • Gain insight into financial performance at individual and business level

  • Achieve visibility and control of sales activities to encourage better, more effective operational processes

Target marketing efforts

  • Track lead sources and conversion rates

  • Build targeted, dynamic marketing lists which evolve with your data

  • Create and manage marketing campaigns and events and accurately measure return on investment

  • Integrate with value-add platforms such as Vuture, Click Dimensions, Eventbrite and Concep