Making large law firms smarter

A suite of applications built for modern law firms.

Peppermint CX365 brings together in one place all the applications, transactions, collaboration and content tools required to operate a high-performing legal business. Safe and secure in the Microsoft cloud, Peppermint CX365 provides a full suite of legal service applications.

Build your solution with CX365

We provide options to take the Peppermint CX365 platform as a whole, or integrate with other existing back office solutions and implement other modules in a phased approach and at a pace that’s right for your law firm.

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Client Engagement

Client Engagement is a powerful CRM solution which provides firms with the business agility, visibility and control to understand the true value of clients and prospects.


Case & Matter Management

Case and Matter Management enables firms to allocate and manage work more effectively and streamlines processes so lawyers can focus on activities that require their legal expertise.

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Document Management

With Outlook integration, mergeable templates and automation of repeatable tasks, the creation and management of documents and emails has never been simpler.

Solutions that work for you



Efficiency and accuracy are critical for newly qualified fee earners through to senior partners. Peppermint’s software enables all fee earners to make the most of their time with secure, straightforward solutions for conducting the business of law.

  • Record time and view timesheets, securely store and retrieve documents and emails, and process dictations quickly and easily

  • Control billing amounts, matter costs and progress

  • Keep track of performance targets vs actuals with custom-built dashboard views

  • Mobile and desktop functionality so that you can work where and how you need to


Business Development & Marketing

In the rapidly evolving legal market, it’s increasingly important that firms have the tools in place to drive strategic growth and stay competitive. Our Client Engagement solution can be adapted to fit your business’ needs with minimal disruption to process and maximise return on investment with actionable data.

  • Increase revenue with real-time, actionable data to manage your pipeline, track referrers and optimise your lead generation and marketing activity

  • Create and manage marketing campaigns and events, build targeted marketing lists and track their effectiveness

  • Manage relationship data in one place, including matter parties, experts, witnesses, referrers, prospects, key clients and more – track activities, identify connections and key relationships

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IT and Innovation

The Peppermint team can manage custom elements and configuration for you. But for firms that want to get hands-on with their solution, you can keep it simple with configuration settings, or step it up and build customisations with Microsoft Dynamic’s intuitive workflow tools.

  • Build and configure workflows to streamline processes for your firm with business user-minded tools that don’t require in-depth technical expertise

  • Configure firm and user-level settings to ensure the security and functionality of the solution aligns with your firm’s requirements

  • Track and monitor system usage and access audit logs


Partners & Senior Management

For Managing Partners, Finance Directors, or Heads of Department, accurate tracking of business metrics at every level across the firm is essential to analyse and improve business performance, no matter your firm’s size or structure.

  • Standard and custom reports and dashboards for monitoring performance at individual, department or firm level

  • Robust activity tracking for audit and compliance purposes

  • View real-time data, or options to schedule report generation

  • Secure access to ensure data is only disclosed to permitted users

Future proofing your technology investment with Microsoft

Developing software specifically for the legal market, Peppermint Technology is a Microsoft ISV (Independent Software Vendor), a highly regarded partner that develops software utilising Microsoft Dynamics.

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