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Modernise, transform and grow Deliver more profitable legal services that meet and exceed changing client expectations Powered by

Modernise, transform and grow€¦ · Microsoft estate including Office 365 and SharePoint Online to achieve value for money • Harness the power of connected data and intelligence

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Page 1: Modernise, transform and grow€¦ · Microsoft estate including Office 365 and SharePoint Online to achieve value for money • Harness the power of connected data and intelligence

Modernise, transform and growDeliver more profitable legal services that meet and exceed changing client expectations

Powered by

Page 2: Modernise, transform and grow€¦ · Microsoft estate including Office 365 and SharePoint Online to achieve value for money • Harness the power of connected data and intelligence

Peppermint Technology provides an innovative software platform serving the UK Top 200 LLPs, alongside large ABS & international legal service entities.

Built on Microsoft cloud technology, the CX365 platform provides case & matter management, client engagement, practice management and document management modules that can easily integrate with existing applications.

CX365 establishes a single source of client data allowing firms to make better informed decisions. CX365 allows firms to develop efficient, automated digital business processes and innovative new services to outperform competitors.

Peppermint help firms to modernise, transform and grow their business.

www.pepperminttechnology.co.uk www.pepperminttechnology.co.uk

Modernise, transform and grow

MODERNISE | TRANSFORM | GROW

Page 3: Modernise, transform and grow€¦ · Microsoft estate including Office 365 and SharePoint Online to achieve value for money • Harness the power of connected data and intelligence

+44 115 838 9300 | [email protected] MODERNISE | TRANSFORM | GROW

• Blake Morgan successfully consolidated onto a single platform following M&A activity

• Gosschalks successfully implemented a licensing solution within 24 hours to address a key client’s urgent need

• An alternative business structure implemented an entirely new and disruptive digital self-service platform

• Gepp Solicitors leveraged automation to double the number of matters handled

• National Legal Service utilised the platform to support an office expansion programme - enabling new offices to be rapidly established

• Carey Olsen achieved 26% increase in click rates since implementation of their CRM solution

Peppermint clients outperform the competitionOur customer community comprises law firms from across the UK and Channel Islands. Our clients outperform the competition:

Page 4: Modernise, transform and grow€¦ · Microsoft estate including Office 365 and SharePoint Online to achieve value for money • Harness the power of connected data and intelligence

www.pepperminttechnology.co.uk

• Leverage investment in their Microsoft estate including Office 365 and SharePoint Online to achieve value for money

• Harness the power of connected data and intelligence to inform better decision making

• Deliver digital services to meet and exceed changing client expectations

• Prepare for AI by creating a single source of data

Peppermint enables law firms to:

Taken individually or together, CX365 offers case & matter management, client engagement, practice management and document management. By bringing these modules together with existing applications, CX365 effectively establishes a single source of client data that will inform better decision making and prepare firms to utilise the power of AI.

Through leveraging existing investment in Microsoft software, CX365 enables firms to outperform their competitors by embracing modern working methods to enhance practice management, boost productivity and maximise the value of client relationships.

Building a high performance business

MODERNISE | TRANSFORM | GROW

Page 5: Modernise, transform and grow€¦ · Microsoft estate including Office 365 and SharePoint Online to achieve value for money • Harness the power of connected data and intelligence

+44 115 838 9300 | [email protected] MODERNISE | TRANSFORM | GROW

• Blake Morgan successfully consolidated onto a single platform following M&A activity

• Gosschalks successfully implemented a licensing solution within 24 hours to address a key client’s urgent need

• An alternative business structure implemented an entirely new and disruptive digital self-service platform

• Gepp Solicitors leveraged automation to double the number of matters handled

• National Legal Service utilised the platform to support an office expansion programme - enabling new offices to be rapidly established

• Carey Olsen achieved 26% increase in click rates since implementation of their CRM solution

Peppermint clients outperform the competitionOur customer community comprises law firms from across the UK and Channel Islands. Our clients outperform the competition:

www.pepperminttechnology.co.uk MODERNISE | TRANSFORM | GROW

Taken individually or together, CX365 offers case & matter management, client engagement, practice management and document management. By bringing these modules together with existing applications, CX365 effectively establishes a single source of client data that will inform better decision making and prepare firms to utilise the power of AI.

Through leveraging existing investment in Microsoft software, CX365 enables firms to outperform their competitors by embracing modern working methods to enhance practice management, boost productivity and maximise the value of client relationships.

Building a high performance business

Boost productivity

Maximise the value of client relationships

Assist day-to-day activities with practical AI

Remove repetitive tasks through automation

Actionable insights to drive best practice

Client

Deliver great client experienceWin more

clients

Always-on client portal

+44 115 838 9300 | [email protected]

Leverage existing Microsoft

investment

Improve practice

management

Remove repetitive tasks through automation

Enhance safety & security with Microsoft cloud Easily connect

to other systems

Avoid mistakes & unexpected costs with effective CMI

Record time & track costs effectively

Reduce lock-up days

360° view of the business

• Leverage investment in their Microsoft estate including Office 365 and SharePoint Online to achieve value for money

• Harness the power of connected data and intelligence to inform better decision making

• Deliver digital services to meet and exceed changing client expectations

• Prepare for AI by creating a single source of data

Peppermint enables law firms to:

MODERNISE | TRANSFORM | GROW

Page 6: Modernise, transform and grow€¦ · Microsoft estate including Office 365 and SharePoint Online to achieve value for money • Harness the power of connected data and intelligence

www.pepperminttechnology.co.uk MODERNISE | TRANSFORM | GROW

Our Customer Success Managers are measured solely upon client satisfaction. We establish strategic relationships with clients and connect them to the Peppermint community to stimulate innovation.

The strategic dialogue we develop will help successfully sustain competitive advantage through digital services.

We have reimagined post-implementation services to ensure clients gain maximum value and satisfaction from our services whilst delivering forecast business benefits.

Driving your success

6,000 NEW CONTACTS

OF BILLING IN THE FIRST MONTH

15% IMPROVEMENT IN CASE TURN AROUND TIME

Page 7: Modernise, transform and grow€¦ · Microsoft estate including Office 365 and SharePoint Online to achieve value for money • Harness the power of connected data and intelligence

+44 115 838 9300 | [email protected] MODERNISE | TRANSFORM | GROW

Blake Morgan is a national full service law firm with over 700 staff providing highly tailored legal solutions to individuals, businesses, not-for-profit and government clients.

To consolidate their practice management systems following a period of M&A, Blake Morgan turned to Peppermint to enable continued expansion and business success.

Following successful migration from multiple systems, every employee at Blake Morgan is now using Peppermint software. By consolidating onto a single platform, Blake Morgan have been able to create a single view of the client and removed the need to review multiple records in multiple systems.

The move onto Peppermint has also provided the opportunity to review working practices and create efficiencies by automating steps that were previously manual, allowing Blake Morgan to focus resources on activities that are truly value-add.

All togethernow

SINGLE VIEW OF CLIENT

CONSISTENT WORKING PRACTICES

AUTOMATED BUSINESS PROCESSES

“This is the first time we have been on a single system within Blake Morgan. Moving everyone onto a single practice management system is the foundation that drives consolidation and enables our legal teams to work in a consistent manner across the firm”

MIKE WILSON, Managing Partner, Blake Morgan

Page 8: Modernise, transform and grow€¦ · Microsoft estate including Office 365 and SharePoint Online to achieve value for money • Harness the power of connected data and intelligence

www.pepperminttechnology.co.uk MODERNISE | TRANSFORM | GROW

Carey Olsen is a leading offshore law firm advising financial institutions, multi-national corporations and private clients on Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey law.

A high proportion of the firm’s new business is won through developing effective relationships with and referrals from magic and silver circle and American law firms, accountancy firms and global financial services institutions. Therefore Carey Olsen recognised the need to transform how they approached CRM.

The implementation of Peppermint’s client engagement solution across all nine international offices took CRM from little more than an address book to a business-critical system, which allows Carey Olsen to be joined up and share intelligent and rich data.

In the months since implementation, Carey Olsen are achieving impressive results - peer benchmarking statistics against the top 100 UK and US law firms show they are equalling, if not beating CRM standards.

Serious about CRM

55%

OPEN RATE

26% INCREASE IN CLICK RATE

70% REDUCTION IN UNSUBSCRIBES

“We are using the dashboard functionality to create ‘live’ CRM business plans. It allows us to track CRM activity against performance targets.”

JAMES PROUTEN, Group Head of Technology, Carey Olsen

Page 9: Modernise, transform and grow€¦ · Microsoft estate including Office 365 and SharePoint Online to achieve value for money • Harness the power of connected data and intelligence

+44 115 838 9300 | [email protected] MODERNISE | TRANSFORM | GROW

Growing in the cloudNational Legal Service (NLS) is one of the country’s fastest growing national law firms, specialising in Family, Care, Crime and Extradition Law matters.

As the in-house legal team for the National Centre for Domestic Violence, NLS needed a case management system that enables automation of best practice workflows to respond and effectively process high volumes of cases. Since implementation Peppermint CX has already resulted in a 15% improvement in case turn around time, with additional improvements identified to increase this percentage much further.

Peppermint’s cloud-based service was a key enabler for NLS in its office expansion programme. The platform allows new users to be onboarded quickly and easily, enabling NLS to increase headcount by over 100% within the first 12 months following go-live.

In addition to streamlining workflows the platform provides a single source of data, enabling NLS to audit cases and create a centralised view of remote offices for KPI reporting.

AUTOMATED BEST PRACTICE WORKFLOWS

“The Peppermint platform has had significant impact on NLS’ business. The cloud based solution has facilitated rapid expansion of our offices and through implementation of best practice workflows we have improved our case turn around time by 15%.”

JON CHAPPELL Chief Operating Officer National Legal Service

15% IMPROVEMENT IN CASE TURN AROUND TIME

SUPPORTED

> 100% INCREASE IN HEADCOUNT

Page 10: Modernise, transform and grow€¦ · Microsoft estate including Office 365 and SharePoint Online to achieve value for money • Harness the power of connected data and intelligence

www.pepperminttechnology.co.uk MODERNISE | TRANSFORM | GROW

Peppermint is the only UK based Microsoft ISV Partner for legalAs a leading Microsoft Independent Software Vendor (ISV) and Cloud Solution Provider (CSP), Peppermint Technology has a longstanding and active technical and commercial partnership with Microsoft.

We work together to unleash the true potential of Microsoft Dynamics 365 specifically for the legal sector. Together we are driving digital transformation with a new approach to business applications in the legal sector.

Microsoft Dynamics 365 brings together ERP and CRM solutions into a single cloud service with purpose-built applications to manage core business functions. With access to the next generation of business applications, Microsoft Dynamics 365 enables organisations to unlock their true potential by breaking down the silos between customers, products, people and operations.

Drive business results with next-generation, multi-

channel applications that infuse artificial

intelligence (AI), social, and mobile capabilities for

rapid innovation.

Enable people to do their best work by

unifying relationships, processes, and data with comprehensive business applications connected

through a common Microsoft cloud platform.

Achieve greater business outcomes with built-

in intelligence and prescriptive guidance delivered by leading

AI and analytics technologies.

Thrive as your business changes by extending existing applications,

building new solutions, and integrating with other

technologies on a flexible, scalable, and

secure platform.

Modern Unified Intelligent Adaptable

Page 11: Modernise, transform and grow€¦ · Microsoft estate including Office 365 and SharePoint Online to achieve value for money • Harness the power of connected data and intelligence

+44 115 838 9300 | [email protected] MODERNISE | TRANSFORM | GROW

Peppermint Applications

Dynamics 365

*Microsoft invested $14.7 billion in research and development in 2018

Market leading sales automation

software

Benefits from Microsoft research and development*

revenue pac. $2.5bn

75%

>2,700

global partners

>5,000 applicationsof clients select cloud

c. 6,500 only UK ISVusers partner for legal

27%of clients are top 100 firms

50%

Exclusively serves the

legal sector

Easy to connect

and extend

of clients are top 200 firms

Page 12: Modernise, transform and grow€¦ · Microsoft estate including Office 365 and SharePoint Online to achieve value for money • Harness the power of connected data and intelligence

Contact UsTo find our more please contact the Peppermint Team

+44 115 838 9300

[email protected] www.pepperminttechnology.co.uk

Peppermint Technology Ltd, Oaktree House, 2 Phoenix Place, Phoenix Park, Nottingham, NG8 6BA.