Milestones automatically sends custom text messages to notify your client of a status update. Your client can log in to the software by simply clicking a link.
Our application is web-based, so your client doesn't have to download an app to see their updates.
Educate your clients with custom descriptions of every phase of the case.
Add video clips to your status updates. Clients love to watch a short video clip by your firm detailing what happens in the phase.
Tackle the questions before they call you! Custom FAQ section to educate clients on some of the more commonly asked questions.
See which clients are using Milestones. Resend invitations for clients to use. Collect and view the data from our app.
Seamless integration with your case management software.
Dive into the data. See how often your clients are utilizing the application, thereby saving your legal staff from unnecessary interruption.
Easily communicate with all clients via mass messaging. Send marketing material or simply notify clients of company updates.
Add a personal feel to the app by displaying who is working on the case. Import staff contact information and photos to the team tab.
Milestones prompts clients to leave a review at the close of their case. Collect more 5 star reviews and discover ways to improve your firm.
Customize the app to match your firm's branding styles under the company settings tab. Use your own company logo and color scheme.
Long periods of time in between phases can be alarming to clients. Remind them that there is still work being done on their case with drip campaign messages.
and so much more coming soon...
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