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Peppermint Technology | findAIList | findAIList

findAIList/Tools/Peppermint Technology

ACTIVE

Peppermint Technology

Paid

The leading Microsoft-native legal software platform for high-performance law firms.

Capabilities: Legal Case Management Conflict Checking Automated Time Recording Legal Document Lifecycle Management Matter Budgeting and Forecasting

9.5

Protocol Reliability Score

Overview

Peppermint Technology is a premier provider of enterprise-grade legal cloud software, architected exclusively to run on the Microsoft Cloud (Dynamics 365, Power Platform, and Microsoft 365). As of 2026, Peppermint has solidified its market position by offering a unified data model that eliminates the silos typically found in legacy legal systems (like Elite or LexisNexis). The technical architecture leverages Azure AI and Microsoft Copilot to provide law firms with predictive insights into matter profitability, automated document classification, and hyper-personalized client engagement. By operating within the client's own Microsoft tenant, Peppermint ensures high-level data sovereignty and security compliance (SOC2/GDPR). Its 2026 strategy focuses on 'Applied AI,' moving beyond simple chat to proactive workflow automation where the system anticipates the next steps in a legal matter based on historical success patterns. This deep integration with the Microsoft ecosystem allows firms to leverage existing IT investments while benefiting from specialized legal workflows, making it the primary choice for mid-to-large law firms undergoing digital transformation.

Advanced Technology

Unified Data Model

Uses the Microsoft Dataverse to ensure all client, matter, and financial data reside in a single repository.

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Feedback & Queries

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User Comments

Passive Time Capture

Azure AI-driven monitoring of user activity across M365 to suggest time entries.

Automated Conflict Checking

Full-text search and entity linking across the entire firm's database with AI-assisted risk scoring.

Matter Budgeting Forecasting

Predictive analytics engine that uses historical matter data to forecast costs and completion dates.

Microsoft Copilot Legal Extension

Custom LLM orchestrator that allows Copilot to ground its responses in the firm's specific matter data.

Low-Code Extensibility

Built on Power Platform, allowing firms to build their own apps and automations on top of Peppermint.

Secure Client Portal

Power Pages-based extranet providing real-time matter updates and document sharing with clients.

Specifications

Enterprise Readiness

SSO (Single Sign-On)
GDPR
SOC2 Type II
Cyber Essentials Plus
Data Sovereignty
Cloud-Native Architecture

Protocol Interface

textdocxpdfemailxlsxjsondocxpdfPowerBI ReportsEDI 810/811 Billing

Native Integrations:

Pros & Cons

Advantages

Native Microsoft Cloud integration ensures security and scalability.
Eliminates data silos by using a single platform for CRM and Matter Management.
Highly customizable via the Power Platform low-code environment.
Industry-leading AI integration with Microsoft Copilot.

Limitations

High total cost of ownership (TCO) compared to non-enterprise tools.
Requires significant internal Microsoft expertise to manage.
Lengthy implementation timelines for large firms.

Strategic Edge

"Unique market positioning verified."

Setup Guide

Follow the official protocol for initialization.

Pricing Matrix

LIVE

Enterprise SuiteCustom

Peppermint CX (Client Management)Custom

Knowledge Hub

Is Peppermint a SaaS solution?

Yes, it is a cloud-native SaaS solution built on the Microsoft Azure platform.

Do I need Dynamics 365 licenses to use Peppermint?

Yes, Peppermint is built on Dynamics 365, and licensing usually includes or requires specific Microsoft seats.

Can Peppermint replace my existing document management system?

Yes, it can use SharePoint as a DMS or integrate deeply with iManage and NetDocuments.

Where is my data stored?

Your data is stored within your firm's own Microsoft 365/Azure tenant, ensuring complete data control.

Does it support international law firms?

Yes, it supports multi-currency, multi-language, and multi-jurisdictional configurations.

Execution Protocols

High-Volume Insurance Litigation
Managing thousands of repetitive claims while maintaining profitability.
View Execution Protocol
01
Import claim data via API
02
Auto-generate case file using template
03
Trigger automated document production for initial response
04
Monitor key dates via automated task list

Deployment Health

STABLE

Monthly Visits25000

Global RankN/A

Bounce Rate35%

Registry Updated:2/7/2026

Capability Sectors

Legal & Compliance Microsoft Dynamics 365 Case Management

05

Auto-bill upon milestone completion

Strategic Business Development

Identifying cross-selling opportunities within the existing client base.

View Execution Protocol

01

Analyze billing data for client service gaps

02

Use relationship intelligence to find firm connections

03

Launch targeted marketing campaign via Peppermint CX

04

Track lead conversion through the matter intake funnel

Automated Legal Intake

Inefficient client onboarding and risk assessment.

View Execution Protocol

01

Client fills out online portal form

02

Automated conflict check runs against database

03

AML/KYC verification triggers

04

Matter is automatically opened upon partner approval