Legal Practice
Management
Software
SRA Compliant
Legal Accounts
Comprehensive
Business Insight
Reporting
Previous
Next
Peppermint Practice Management provides a comprehensive transaction and legal accounts solution to facilitate efficient financial account management within law firms. The solution includes powerful tools to effortlessly embed risk management and compliance policies into your business operation across all financial data points, activities, tasks and processes and detailed, customisable real-time reports and dashboards that provide deep business insights.

Increase Profitability with Accurate, Streamlined Billing & Time Recording

  • Fee Earners can capture, review, and update time in the office or on the go with Mobile app
  • Record time against phases and tasks to comply with UTBMS, Jackson and client specific requirements
  • Record time against matters, new business enquiries, marketing campaigns and more to enable detailed cost analysis across all business activities
  • Efficiently manage WIP at individual, client and matter level through to department and firm level
  • Create new bills from templates, manage draft bills and, access detailed ledgers for bills with our Billing Hub and Bill Finder applications
  • Flexible configuration of self-approval limits and approval team structure for bill approval
  • Define business rules and workflow to automate processes and help maintain compliance with SRA accounts rules
  • Plan and track matter budgets for more accurate cost and resource planning
  • Warnings when budget limits near or exceeded to help get things back on track

Simplify day-to-day Practice Management Processes

  • Auto-matching functionality with clear visualisation of full and part matches to reduce manual matching
  • Support for multiple statement formats, including MT940
  • Process payments in bulk, filter and sort outstanding payments by payment type and bank to save time
  • Produce remittance slips in bulk and automate remittance emails
  • View and amend detailed general ledgers, bank ledgers and matter ledgers
  • View P&L and trial balances reports for simplified ledger management
  • Calculate client interest due and automate posting of interest and storage of calculation information for audit purposes
  • View outstanding VAT Return obligations, payments and liabilities in one place
  • Submit VAT returns with built-in integration to HMRC’s Making Tax Digital VAT functionality

Automation and Insight for Efficient, Effective Financial Management

  • Customise a broad range of reports and dashboards for your firm’s needs
  • Track KPIs and metrics at individual and department level to monitor and analyse business performance
  • Robust activity tracking for audit and compliance purposes, including dashboards for use by your COLP/COFA
  • Create and schedule automated jobs for recurring postings to simplify management of high-volume transaction activities
  • Define individual and team approval limits in billing and transaction posting processes to align to your firm’s processes
  • Bring together the financial data and client record so that you can understand the true value of each client and provide legal services in the most appropriate manner
  • Flexible configuration of stages and processes to reflect your firm’s needs
  • Real time visibility of outstanding bill amounts
  • Send reminders by letter, email or SMS and produce statements by payer, matter or client
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

Get in touch