Birketts selects Peppermint CX365 case and matter management

Following a selection process that began around eight months ago, UK top 100 regional law firm Birketts has selected Peppermint Technology’s CX365 cloud-based case and matter management module, which integrates Microsoft Dynamics 365. We understand that Birketts has swapped out DPS Software, which it selected in 2015 as part of an integrated case and practice management offering with Aderant.  

Birketts are based in the East of England delivering a full range of expert legal advice on corporate and commercial, commercial property, dispute resolution and private client issues.

Peppermint’s Microsoft cloud-based tech will enable native integration with Office 365, including Outlook, and will also be fully integrated with iManage 10. Part of the appeal of the Peppermint CX365 platform is that it will facilitate the use of automated workflows and templates. 

Birketts lists as priorities in its selection 1) the ability to create fully digital matter folders for all work types across the business and 2) support for a modern workplace strategy by enabling partners to securely access services anywhere, anytime, from any smart device.

Peppermint is moving all of its four modules (CMS/MMS; DMS; Client Engagement; and PMS) to Dynamics 365. As Peppermint CX it was available online and on-premises, but its move to CX365 signal the fact that while it continues to support its existing on prem customers (the majority of its 60 customers are in hosted private cloud), all new customers will be in the Microsoft cloud. The last of its four modules to switch will be PMS, which as of around June/July will be hosted in Microsoft Azure.

Tom Wagstaff, director of technology & innovation at Birketts, which, incidentally, last year selected OnePlace as its cloud CRM, said: “We are genuinely excited about working with Peppermint and believe that our collaboration will bring benefits to our lawyers and clients alike. The importance of having a versatile case and matter management solution has never been more pertinent and we believe CX365 will allow us to remain competitive and deliver an even higher quality of service to our current and future clients.”

In case you missed it last week, Peppermint’s CX365 suite has just been approved for the Microsoft ISV Connect Program, becoming the only UK ISV to have this accreditation that’s dedicated to the legal market and receiving praise from Microsoft head honcho (ok, corporate vice president, AI & ISV engagement) Steven Guggenheimer. You can read more on that here: