Clients seeking your services for a bankruptcy case often feel like they have failed. Your role as an attorney is to help them navigate this difficult and confusing time with your knowledge and expertise. Restore hope in your clients' lives by giving them a white glove experience every step of the way with Milestones.
At every event, our tool sends out a notification via text message to your client. The client can easily enter the application by clicking a link. Once they enter the Milestones, they will have a wealth of resources to learn about their case and ease their nerves. The application is meant to aid the personal touch and attention that you are giving to your client.
Security & Bank Grade Encryption
Milestones uses multi-factor authentication to ensure that no one else can access your client’s portal.
Keep clients in the know.
Enhance client communication with less work on your part.
Automated Phase Updates
We directly connect to your case management software and as you and your legal staff make updates, your client will automatically be kept in the loop.
Make a personalized message to both update and educate your client as to what is going on at each step of the process. With a customized FAQ section your clients will have commonly asked questions right on their phone.
Secure & Confidential
Rest assured that proprietary information and sensitive details will not reach anybody but your client. Using Multi-factor authentication (MFA), we ensure that case information is only getting to your desired client.