Peppermint CX365 delivers application services (accounts, practice management, case management, document management, risk management, customer relationship management and business intelligence) together with a suite of collaboration and content tools, all underpinned by a powerful workflow and business rules engine. Built on Microsoft Dynamics CRM and Sharepoint, Peppermint CX365, works as one application – sharing a single source of data – enabling legal service providers to be highly agile and client-focused in everything they do.

Peppermint CX365 offers:

• Client Engagement: A CRM approach to help firms win and retain more business by fostering stronger client relationships.
• Work Management: Tools to allocate tasks effectively, ensuring the right person handles each task optimally.
• Matter Management: Tools to manage activities that align with agreed service levels, enhancing productivity.
• Case Management: Automating transactional casework through advanced workflows and document production tools, streamlining the case management process.

These features aim to improve business performance by optimizing client interactions, task management, and case workflows.

In February 2025, Peppermint Technology announced that it was acquired by Litera. 

Funding Information:
Peppermint Technology has raised a total of £17M ($21.2M) in funding over 2 rounds. Their latest funding was raised on Jan 25, 2019 from a Corporate Round round.