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

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

  • 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

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

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.
peppermint solution software


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


Optimise workflows and to increase efficiencies and deliver enhanced user journeys


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


Accelerate transaction management and the billing cycle
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We leverage the capability and innovation of Microsoft technology in our solutions


Our solutions are hosted in the highly secure and scalable cloud


Our partners provide additional value through integrations with our solutions

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