Peppermint CX365

Peppermint CX365

Peppermint Technology
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About

CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.

About

Built on the Microsoft Dynamics Industry Application Platform, Peppermint CX365 provides a full suite of legal service applications designed to support high performing legal businesses. Enhance visibility and control, allocate and manage work more effectively. Create efficiencies to boost productivity and accelerate legal processes. Deliver enhanced client journeys that differentiate the firm. Identify, manage and maximize growth opportunities for your firm through a powerful CRM. Designed for the legal sector utilizing on-the-go functionality to encourage user adoption and drive customer centricity throughout your business. Build and maximize client relationships, manage bids, tenders and marketing campaigns efficiently and effectively. Comprehensive transaction and legal accounts functionality to facilitate efficient financial account management. Detailed, customizable real-time reports and dashboards providing deep business insight around time and cost data.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Law firms, solo lawyers, legal enterprises, CPAs, counsels, in-house legal teams, legal departments, and other legal professionals

Audience

Companies and legal businesses requiring a legal service application to manage cases, clients, and enhance visibility and control

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$45 Monthly & $39 Yearly
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CaseFox
Founded: 2010
United States
www.casefox.com

Company Information

Peppermint Technology
Founded: 2010
United Kingdom
www.pepperminttechnology.co.uk/solutions/peppermint-cx365/

Alternatives

Alternatives

Clio

Clio

Themis Solutions
Clio

Clio

Themis Solutions
MatterSuite

MatterSuite

CaseFox

Categories

Categories

Enterprise Legal Management (ELM) Features

Contract Lifecycle Management
Document Management
eDiscovery
Legal Automation
Legal e-Billing
Legal Spend Management
Matter Management
Reporting / Analytics

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Conflict Checking Features

Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking

Legal Billing Features

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Calendar Features

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Integrations

8am LawPay
BigHand Dictation and Speech Recognition
Box
ClickDimensions
Dropbox
Google Calendar
Google Docs
InfoTrack
Introhive
Keap
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365
Microsoft OneDrive
Microsoft Outlook
PayPal
SignIT
Template Studio
Xero
iManage

Integrations

8am LawPay
BigHand Dictation and Speech Recognition
Box
ClickDimensions
Dropbox
Google Calendar
Google Docs
InfoTrack
Introhive
Keap
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365
Microsoft OneDrive
Microsoft Outlook
PayPal
SignIT
Template Studio
Xero
iManage
Claim CaseFox and update features and information
Claim CaseFox and update features and information
Claim Peppermint CX365 and update features and information
Claim Peppermint CX365 and update features and information