Peppermint Technology Introduces Innovative New Business Intake Functionality for North American Law Firms

USA/Canada News

24
Aug
2023

Editor

Peppermint Technology, a leading provider of Microsoft-based, front-office solutions for law firms, is proud to announce the availability of its New Business Intake functionality as an add-on to its widely acclaimed Client Engagement CRM solution.

This new feature enhances the capabilities of law firms by streamlining client and matter onboarding, conflict checking, and risk management processes, all seamlessly integrated within the Client Engagement platform.

Peppermint Technology's Client Engagement CRM has long been recognized for its innovative approach to enhancing law firm operations, enabling lawyers to efficiently manage client relationships, matters, and interactions. With the introduction of the new Business Intake functionality, law firms now have a comprehensive solution that empowers them to track clients throughout the entire client lifecycle – from lead generation to opportunity identification, conflicts resolution, and successful client onboarding.

Key features of the new Business Intake functionality include:

• Client and Matter Onboarding: Simplify the process of bringing new clients and matters onboard by leveraging intuitive tools that streamline data collection, documentation, and communication. Enhance client satisfaction and reduce administrative burdens by ensuring a smooth onboarding experience.
• Conflict Checking: Seamlessly identify and resolve conflicts of interest with advanced conflict checking capabilities. By efficiently assessing potential conflicts, law firms can make well-informed decisions while maintaining the highest ethical standards.
• Risk Management: Mitigate risks associated with client engagements through comprehensive risk assessment tools. This functionality empowers law firms to proactively manage potential issues and safeguard their reputation.

The success of Peppermint Technology's Business Intake functionality has already been proven by its adoption among law firm customers in the United Kingdom. Building on this success, Peppermint Technology is thrilled to extend the availability of this powerful tool to law firms in the North American legal market.

"We are excited to introduce the New Business Intake functionality to North American law firms," said Robert Beach, President Peppermint North America. "By seamlessly integrating client onboarding, conflict checking, and risk management within our Client Engagement CRM solution, we are enabling law firms to navigate the complexities of the modern legal landscape with confidence and efficiency."