Peppermint Technology is pleased to announce our latest integration with FormEvo, the next-generation legal form partner.
As a trusted provider of technology solutions for the legal sector and a Microsoft partner, Peppermint are committed to providing Case and Matter Management solutions that streamline our customers’ legal work.
FormEvo is a cloud-based platform that provides electronic and digital forms, simplifying the process of completing and submitting legal forms in the UK. The company provides over 2000 forms across multiple practice areas, including forms on behalf of the Law Society.
This integration enables effortless legal form production. Users can seamlessly merge data from Peppermint CX365 into any of FormEvo’s legal forms, with built-in review and approval management to keep everything on track. This time-saving feature will make legal form production more efficient than ever.
Users can also generate complete legal forms for contacts, accounts, clients, and matters in seconds using custom merge templates. Peppermint’s automatic data sync with FormEvo ensures accurate, consistent forms every time, eliminating double entry and reducing costly mistakes.
In addition, customers will receive real-time updates to their Document Management System (DMS). This means that forms updated in FormEvo are instantly downloaded to your DMS in PDF format, ensuring your documents are always current. With Peppermint, customers can seamlessly integrate with leading Document Management Systems like SharePoint Online and iManage for hassle-free storage and access.
The new FormEvo integration also offers hassle-free, automatic onboarding, meaning customers no longer need to perform manual setups. Peppermint automatically pulls and stores FormEvo credentials, making onboarding new users easier than ever.
Lee Jackson, Product Manager for CX365 Case and Matter Management at Peppermint Technology, commented “We’re excited to launch our integration with FormEvo, further enhancing the document production capabilities of Peppermint CX365. This partnership provides seamless access to a comprehensive library of legal forms, enabling our customers to streamline workflows, increase productivity, and manage legal documentation more efficiently.”
Archie Courage, MD from FormEvo said “We are excited to be working with the team at Peppermint in providing the best legal forms application creating many opportunities to build efficiencies and reduce risk in both the prescribed and bespoke form completion process. Extensive collaboration between our teams has resulted in an excellent integration making the most of up-to-date cloud based legal software solutions providing added value to the Peppermint customer base”.
