Helping firms get more out of Dynamics 365

Peppermint Technology’s Dynamics-based CX365 suite of legal business management solutions are used by leading firms to modernise, transform, and grow. Their cloud-based software comprises four integrated modules including practice management, client engagement, case and matter management, and document management.

Pinnacle is a global Peppermint Technology implementation partner, focused on the deployment of the CX365 client engagement and case and matter management modules.

  • Client Engagement (CE) is a powerful CRM solution designed for the legal sector that provides firms with the business agility, visibility and control to understand the true value of clients and prospects.Pinnacle’s Marketing and Business Development practice provides clients with the business and functional guidance to achieve success with their Peppermint CRM initiatives.
  • Case and Matter Management (CMM) enables firms to allocate and manage work for effectively and streamlines processes so lawyers can focus on activities that require their legal expertise.Our Risk and NBI specialists work with clients to integrate Peppermint CMM best practice in client and matter lifecycle workflows.

Supporting both efforts is Pinnacle’s team of Microsoft technology experts, having deep experience with Peppermint’s legal IP layer, as well as the Microsoft Power Platform, Azure Integration Services, and Teams.