What Peppermint Technology does

Peppermint Technology was a UK-based legal technology company founded in 2010 and headquartered in Nottingham, operating until its acquisition by Litera in February 2025. The company built the Peppermint Legal Service Platform, an AI-powered client relationship management (CRM) and matter management system for law firms. Its core product, originally branded Peppermint Client Engagement, was combined with Litera's existing Foundation platform and rebranded as Foundation 365 following the acquisition. The platform is built natively on Microsoft Dynamics 365 and the Power Platform, embedding relationship and client intelligence directly into Microsoft 365 workflows — specifically Outlook, Teams, and Microsoft Copilot — addressing the well-documented problem of poor CRM adoption among lawyers by surfacing client data inside the tools they already use daily.

The product portfolio encompasses Foundation 365 (CRM), Litera Matter Management (Microsoft-native matter workspace), the Foundation knowledge management platform, and add-on modules including Foundation Insights (deal point analytics), Foundation Finance (BI and budgeting), Foundation Scoping (matter pricing), Foundation Proactive (PRM), Foundation Marketing (marketing automation), and adjacent Litera products such as Kira (AI contract review), Lito (AI legal agent), Litera Draft, and Litera Compare. Together these form Litera's unified legal AI platform connecting the practice and business of law.

Commercially, Peppermint/Litera monetizes Foundation 365 through enterprise SaaS subscriptions sold via direct field sales to law firms of all sizes, with a consultative 'Request a Demo' sales motion. The platform has reached more than 4,000 firms worldwide, including five of the Global Top 10 law firms, with named enterprise customers including Bracewell, Perkins Coie, Holland & Knight, Frost Brown Todd, Pinsent Masons, Browne Jacobson, and Foot Anstey. GTM leverages Litera's enterprise distribution, the Microsoft 365 co-sell ecosystem, and multi-channel demand generation including case studies, webinars, events (Legalweek), and the Litera University training platform.

Name

Peppermint Technology

Legal name

Peppermint Technology

Website

https://pepperminttechnology.co.uk

Company type

Private

Founded year

2010

Operating status

Acquired

Headcount range

51–100 employees

Short description

Peppermint Technology was a UK-based legal technology company that built Foundation 365, an AI-powered CRM and matter management platform for law firms built natively on Microsoft 365, Dynamics 365, and Copilot. Acquired by Litera in February 2025, its platform now serves 4,000+ law firms globally.

Ownership category

akta.pro rank

Product category

Legal Practice Management Software

NAICS

Software Publishers (5132), Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Customer Service, Support & Contact Center CRM (HDAEAFAC)

Keywords

• Legal CRM software
• Law firm technology
• Client relationship management
• Legal practice management
• Matter management software

Headquarters

HQ city

Nottingham

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription (Foundation 365): Foundation 365 is sold as a cloud-based SaaS subscription to law firms. The product integrates into Microsoft 365 workflows and is offered as part of Litera's unified legal AI platform. Revenue is generated through recurring subscription fees, likely per-seat or tiered based on firm size and feature access.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Peppermint Technology provides the Peppermint Legal Service Platform, an AI-powered client relationship management (CRM) platform for law firms that integrates relationship and client intelligence directly into Microsoft Copilot, Outlook, and Teams. The platform addresses the common problem of lawyers failing to update their firms' CRM systems by embedding client and relationship data directly into lawyers' existing Microsoft 365 workflows. Following the February 2025 acquisition by Litera, the product was combined with Litera's Foundation platform and rebranded as Foundation 365, now used by more than 4,000 firms worldwide including five of the Global Top 10 law firms.

Product overview

Peppermint Technology's product portfolio is now integrated into Litera's platform following the February 2025 acquisition. The core offering is Foundation 365 (formerly Peppermint Client Engagement), an AI-powered CRM platform for law firms that embeds client and relationship data into Microsoft 365 workflows. This integrates with Litera's broader suite including Litera Matter Management (built natively on Microsoft Dynamics 365), the Foundation knowledge management platform, and various add-on modules including Foundation Insights, Foundation Finance, Foundation Scoping, Foundation Proactive (PRM), Foundation Marketing, Lito (AI Legal Agent), Litera Draft, Litera Compare, and Kira (AI Contract Review). Together these products form a unified Legal AI platform that connects the practice and business of law.

Differentiator

Problem solved

Functional benefit

Products and services

• Foundation 365 (formerly Peppermint Client Engagement) AI-powered client relationship management (CRM) platform for law firms that integrates relationship and client intelligence directly into Microsoft Copilot, Outlook, and Teams. Addresses the common issue of lawyers failing to update their firms' CRM systems by embedding client and relationship data directly into existing Microsoft 365 workflows, and is built natively on Microsoft Dynamics 365 and Power Platform.
• Foundation Proactive (Proactive Relationship Management / PRM) Proactive Relationship Management (PRM) solution for managing law firm client relationships, part of the Foundation CRM suite originally delivered by Peppermint Technology and now sold within Litera's Foundation 365 ecosystem.
• Foundation Marketing Marketing automation solution for law firm marketing and business development, part of the Foundation CRM suite originally delivered by Peppermint Technology and now sold within Litera's Foundation 365 ecosystem.
• Foundation Finance Business Intelligence & Analytics solution for law firm finance, providing budgeting and pricing intelligence, part of the Foundation suite originally delivered by Peppermint Technology and now sold within Litera's Foundation 365 ecosystem.
• Foundation Scoping Budgeting & Pricing solution providing matter-level pricing and budget intelligence for law firms, part of the Foundation suite originally delivered by Peppermint Technology and now sold within Litera's Foundation 365 ecosystem.
• Foundation Insights Deal Point Insights product that provides terms analytics and differentiation for law firms with clients, part of the Foundation suite sold alongside Foundation 365.

Quantifiable outcome

• More than 4,000 firms worldwide use the platform, including five of the Global Top 10 law firms.
• +1 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability5 records

Feature5 records

Partnerships

One partnership is on record.

• LiteracoreStrategic or Co-development Partner · 1 February 2025Peppermint Technology was acquired by Litera in February 2025. The UK-based Peppermint Technology's CRM capabilities were combined with Litera's existing Foundation platform and rebranded as Foundation 365. This acquisition integrated Peppermint's client engagement technology into Litera's broader legal AI platform.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Thomson Reuters (Elite 3E): Diversified legal-tech incumbent offering Elite 3E for matter/finance management and broader legal information services. Comparable as a large incumbent serving Global Top 10 law firms with overlapping CRM-adjacent capabilities.
• Salesforce: Dominant horizontal CRM platform that competes for the same law firm CRM budget, including Legal Cloud offerings. Comparable as a broad incumbent that Peppermint must defend against in legal-vertical CRM deals.
• Wolters Kluwer Legal & Regulatory: Established legal software and information provider with practice management, document, and compliance tools for law firms and corporate legal. Comparable as a broad incumbent in legal vertical software.

Emerging players

• Filevine: Legal case management and CRM platform built for mid-sized and plaintiff law firms, with strong client intake and matter intelligence. Comparable as an emerging direct competitor targeting the same legal CRM buyer.
• Smokeball: Cloud practice management and CRM for small law firms, with automated matter intelligence. Comparable as a competitor targeting the smaller end of Peppermint's law firm customer segment.
• LawVu: Legal matter management and outside counsel management platform sold to corporate legal departments and law firms. Comparable as an emerging Microsoft-native legal platform serving overlapping buyer personas.

Direct peers

• Aderant: Legal practice management and ERP suite (Expert, BillBlaster) for mid-to-large law firms, covering matter management, finance, and CRM-adjacent workflows. Comparable as a vertically-specialized competitor to Litera's broader stack.
• NetDocuments: Cloud-native document management for legal, sold into large and mid-sized law firms. Overlaps with Litera's broader platform as a foundational knowledge and document layer adjacent to Foundation 365's relationship intelligence.
• Clio: Leading cloud-based legal practice management platform serving law firms of all sizes, with a focus on CRM-adjacent client intake, matter management, and billing. Directly comparable as a horizontal SaaS platform targeting the same law firm buyer.
• iManage: Document and email management platform purpose-built for law firms, sold via enterprise subscription into the same Global Top 10 / Am Law customer base that Peppermint serves. Comparable as a foundational legal-vertical SaaS platform with deep firm integrations.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/PeppermintTech
• Facebookfacebook.com/timeline
• LinkedInlinkedin.com/company/peppermint-technology-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Peppermint Technology