Free up fee earners to focus on tasks that most require their legal expertise. Built on the industry leading platforms Microsoft Dynamics 365 and SharePoint, Peppermint Case & Matter Management provides legal businesses with the ability to streamline and automate business and legal processes. Through workflows and powerful business rules and process management capability, the solution can be easily configured to a firm’s precise requirements to minimise risk, standardise service delivery, and ensure compliance with legal requirements and SLAs.

Clear, Actionable Information at Firm, Client and Matter Level

  • Personalised dashboards display key client and matter activities by fee earner, team or client
  • See key dates, tasks and contacts for each matter in one place, as well as documents, emails and financial data
  • Automate routine and repeatable work to minimise risk
  • Create notifications to flag risks, opportunities and financial KPIs connected to matters
  • Capture contact data consent and DSAR functionality to facilitate GDPR compliance
  • Key contact, financial, time and billing information available at matter level, along with activities tracking to increase fee earner efficiency
  • Client records display client level balances and bills, along with contact and matter data to enable effective engagement
  • Access client and matter details and documents as well as time recording functionality on the go

Streamlined Processes for Improved Profitability and Client Satisfaction

  • Improve client satisfaction with secure, self-service document upload and download, digital signatures, and online payment
  • Provide access to customer reporting to keep your customers informed on their matter status
  • Default portals for private client, commercial and 3rd party available and can be customised to align to your firms’ branding
  • Integration with Outlook allows users to continue working with familiar tools and practices, reducing training time and cost
  • Ability for integration with other PMS and DMS solutions means firms can benefit from our workflow and automation capabilities without having to replace existing solutions
  • Automated workflow for processes such as matter inception, or specific areas of law such as conveyancing, are available and can be configured to follow a firms’ particular processes
  • Matter and Client level dashboards for users to track activities and important information can be personalised to align to a user’s preferences
  • Automation of high volume, repeatable transactional work such as personal injury, debt recovery and residential conveyancing to reduce costs
  • Routine legal tasks in large and complex cases, or litigation and corporate work, can also be automated to minimise risk, standardise service delivery and ensure compliance with legal requirements and SLAs

Streamlined Processes for Improved Profitability and Client Satisfaction

  • Improve client satisfaction with secure, self-service document upload and download, digital signatures, and online payment
  • Provide access to customer reporting to keep your customers informed on their matter status
  • Default portals for private client, commercial and 3rd party available and can be customised to align to your firms’ branding
  • Integration with Outlook allows users to continue working with familiar tools and practices, reducing training time and cost
  • Ability for integration with other PMS and DMS solutions means firms can benefit from our workflow and automation capabilities without having to replace existing solutions
  • Automated workflow for processes such as matter inception, or specific areas of law such as conveyancing, are available and can be configured to follow a firms’ particular processes
  • Matter and Client level dashboards for users to track activities and important information can be personalised to align to a user’s preferences
  • Automation of high volume, repeatable transactional work such as personal injury, debt recovery and residential conveyancing to reduce costs
  • Routine legal tasks in large and complex cases, or litigation and corporate work, can also be automated to minimise risk, standardise service delivery and ensure compliance with legal requirements and SLAs

Get in touch with us

With Peppermint we selected the best technology the market has to offer and a partner that shares our vision of putting the client at the heart of the business.
Morrisons Solicitors LLP
Peppermint's online legal service portal and flexible case management tools give us the tools to provide the best possible experience at the right price point.
Andrew Clinton
Partner, ASB Law
The Peppermint Platform is a great example of how technology can help transform the way lawyers support their clients and exceed expectations with minimum fuss.
Steve Savage
Gosschalks Development Director

Get in touch