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Milestones

Automated Client Portal for communication and updates
  • CLIO MANAGE
Available in the United States
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Key benefits for your firm

  • Increase Client communications and updates with no additional work

    Milestones seamlessly connects to Clio updating clients automatically as tasks are completed within the case. Boost communication with your clientele at the click of a button.

  • Market to your entire client-base

    Utilize the Milestones Mass Message functionality to reach out to a group or subgroup of all of your Clio Clients.

  • Educate your clients

    Use short videos and brief descriptions to teach clients what occurs in each phase. Beat clients to the punch by answering frequently asked questions in the FAQ section below every phase description.

How Milestones works with Clio

  • Direct connection to Clio allows customized, automated updates to be sent to clients.

    Milestones connects directly to Clio to allow automated updates to be sent to clients as tasks have been completed on their Matter. Milestones seamlessly connects to your tasks so that when a legal staff member completes an associated task on a matter, the client is automatically updated on the progress of their matter.

Ready to improve your workflow with Milestones and Clio Get Started

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