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With Milestones and MyCase, speed up your firm with automation to keep your clients updated and save time.

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Effortless Efficiency: Mastering Automated Case Updates 

Our seamless integration will free your legal team from time-consuming manual tasks while keeping your clients informed at every stage. Provide a clear understanding of case progression to foster trust in your firm and nurture the client relationship.

Milestones automatically enhances MyCase customers' firm communication with clients, increases efficiency, and improves overall customer experience with automatic case status notifications.

How it works

Collaborative Power:  Case Management Systems and Client Portals

What do you use to manage your cases and clients?


Many law firms are using some iteration of a Client Relationship Management (CRM) system to help manage their caseload. Often in the legal realm, these systems are referred to as “Case Management Systems.“ Case Management systems, such as MyCase, help to add practicality and modernization to a firm.


With all of your cases being properly managed, legal professionals are able to automate much of the client communication. Legal client portals such as Milestones are able to look for updates in your case management system, and then automatically send notifications to your clients as to what is going on in their case. Alongside these updates, clients are able to navigate through the process of their case and view educational explanations of how the case works. In 2023, technology is allowing law firms to function more efficiently while also providing a better experience for their clients.


Keep Your Clients in the Know

Milestones is an innovative client-updating software purpose-built for legal professionals. Streamline communication with clients and keep them in the know throughout every stage of the case. 

  • Direct and mass messaging

  • Team tab

  • Case timeline & education

  • Increase positive reviews 

  • Custom branding

  • Increase productivity & save time

"I like that it keeps the firm in contact with clients without the firm having to do anything"

Eric Young, Young Law

Automated updates and education timeline saves time that would usually go to responding to clients.

Increase company resources with additional tools for marketing, messaging, and more.

Improve company reviews. Leave clients happy through increased knowledge on their case.  

Why Milestones?

Your Clients Want Updates

The Milestones application bridges the gap between case management software and the client. As attorneys and staff work their normal routine, Milestones automatically pushes out updates to the client. The client has access to a customized app that helps educate them about the process of their case. Housed in the app is information about their attorney and staff, videos, FAQ’s and a history of all communication.

Check out our new integration.  Automate updates and keep clients in the know.


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