Streamline business processes

Peppermint CX365 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.

Let lawyers focus on activities that require their legal expertise

Enhance visibility and control

Create meaningful and impactful reports that surface insights to business leaders
Provide a single view of the client including activities, matters and relationships
Visualise the case timeline to highlight key dates to the case team

Allocate and manage work more effectively

Efficiently manage workloads by allocating and re-allocating activity to individuals or teams as required
Drive effective matter management by promoting high value and priority activities to users
Visualise and manage performance against SLAs and client commitments

Create efficiencies to boost productivity and accelerate legal processes

Access information quickly and easily
Automatically record time at client and matter level
Leverage automated workflows and templates to accelerate document production

Deliver enhanced client journeys that differentiate the firm

Create time for lawyers by automating administrative tasks
Assist lawyers to deliver consistently high quality services
Enable client self-service through an always-on client portal

Streamlined Processes for Improved Profitability and Client Satisfaction

Enable client self-service and benefit from automated workflow with our Enterprise portal

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

Robust integration for ease of use and minimal disruption to existing working practice

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

Features out of the box that can be tailored to your business for efficiency and ease of adoption

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

Improve profitability and customer satisfaction with automated processes

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

Matter Management

Lawyers’ time is precious. Case and Matter Management includes tools to assist with the management of less prescriptive matters by automating routine, administrative tasks, and creating a single view of the client so pertinent information can be found quickly and easily.

Matter assistance

Assist the effective delivery of legal processes by automating administrative tasks

Manage commitments

Visualise the matter timeline, prompt lawyer actions and manage risks consistently

Surface insights

Present key metrics that guide business decision making

Document production

Streamline production, review and approval of documents

Invest with confidence in CX365 to capitalise on gains delivered by your broader Microsoft investments

Capitalise on the productivity gains of existing software investments including Office 365 and Azure
Scale globally with the Microsoft Cloud to meet security, privacy, and compliance requirements
Embrace agile techniques to accelerate time to value, creating space for innovation
Attract, hire, and engage the best talent with a modern software platform

Case Management

Case and Matter Management provides a powerful workflow engine that can be easily configured to a firm’s requirements to minimise risk, standardise service delivery, and ensure compliance with legal requirements and SLAs.

Standardise

Standardise workflows to provide consistent, compliant and high quality services to clients

Optimise

Optimise workflows and to increase efficiencies and deliver enhanced user journeys

Automate

Automate business processes and allow lawyers to focus on activities that require their expertise

Accelerate

Accelerate transaction management and the billing cycle

Get in touch with us

Advanced

We leverage the capability and innovation of Microsoft technology in our solutions

Secure

Our solutions are hosted in the highly secure and scalable cloud

Integrated

Our partners provide additional value through integrations with our solutions

"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 SavageGosschalks Development Director

"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 ClintonPartner, ASB Law