Key benefits for your firm
Increase Client communications and updates with no additional workMilestones 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-baseUtilize the Milestones Mass Message functionality to reach out to a group or subgroup of all of your Clio Clients.
Educate your clientsUse 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.