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Description

Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world.

Description

Peppermint CX365, developed on the Microsoft Dynamics Industry Application Platform, offers a comprehensive array of legal service applications that cater to the needs of high-performing legal enterprises. It improves visibility and control while allowing for more efficient allocation and management of tasks. By creating streamlined processes, it enhances productivity and quickens legal workflows. The platform is designed to enrich client experiences, setting firms apart in a competitive landscape. Through a robust CRM, it helps identify, manage, and optimize growth opportunities for legal practices. Tailored specifically for the legal industry, it incorporates mobile functionality to foster user engagement and promote a customer-centric approach within the organization. It enables effective management of client relationships, bids, tenders, and marketing initiatives seamlessly. Furthermore, it includes extensive transaction and legal accounts capabilities to ensure smooth financial account management. Users benefit from detailed, customizable real-time reports and dashboards that provide profound insights into time and cost metrics, ultimately empowering firms to make informed strategic decisions for continuous improvement. With these tools, legal businesses can not only enhance their operational efficiency but also maintain a competitive edge in the industry.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

iManage Yes 
Birdeye Yes 
Case Status Yes 
ClickDimensions No 
DBSync Yes 
Docusign Yes 
ECFX Notice Yes 
Epiq Discovery Yes 
GBG Identity Verification No 
Google Calendar Yes 
Hona Yes 
Lexamica Yes 
Microsoft Azure No 
NetDocuments Yes 
QuickBooks Online Advanced Yes 
ReviewInc Yes 
Steno Court Reporting Yes 
Template Studio No 
Titan Yes 
eLaw Yes 

Integrations

iManage Yes 
Birdeye No 
Case Status No 
ClickDimensions Yes 
DBSync No 
Docusign No 
ECFX Notice No 
Epiq Discovery No 
GBG Identity Verification Yes 
Google Calendar No 
Hona No 
Lexamica No 
Microsoft Azure Yes 
NetDocuments No 
QuickBooks Online Advanced No 
ReviewInc No 
Steno Court Reporting No 
Template Studio Yes 
Titan No 
eLaw No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Litify

Founded

2016

Country

United States

Website

www.litify.com/

Vendor Details

Company Name

Peppermint Technology

Founded

2010

Country

United Kingdom

Website

www.pepperminttechnology.co.uk/solutions/peppermint-cx365/

Product Features

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access No 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Enterprise Legal Management (ELM)

Contract Lifecycle Management No 
Document Management Yes 
Legal Automation Yes 
Legal Spend Management Yes 
Legal e-Billing Yes 
Matter Management Yes 
Reporting / Analytics Yes 
eDiscovery No 

Law Practice Management

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

Legal Billing

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

Legal Calendar

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

Legal Case Management

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

Legal Document Management

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

Legal Spend Management

Analytics / Reporting Yes 
Budgeting & Forecasting Yes 
Financial Controls Yes 
Insurance Claims Defense Yes 
Invoice Review Yes 
Legal e-Billing Yes 
Matter Management Yes 
Outside Counsel Management Yes 
Relationship Management Yes 
Strategic Planning Yes 
Vendor Management Yes 

Product Features

Enterprise Legal Management (ELM)

Contract Lifecycle Management No 
Document Management No 
Legal Automation No 
Legal Spend Management No 
Legal e-Billing No 
Matter Management No 
Reporting / Analytics No 
eDiscovery No 

Law Practice Management

Billing & Invoicing No 
CRM No 
Calendar Management No 
Client Portal No 
Conflict Management No 
Contract Management No 
Document Management No 
Email Management No 
Legal Case Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management No 
Communication Tracking No 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

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