MyCase | Milestones Integration

Keep your legal clients in the know with automated updates

Together, MyCase and Milestones automate your client’s journey with text messages to keep clients informed and educated about their case.

Sync contacts and documents between MyCase and Milestones eliminating duplicate data entry while keeping everything organized in one, easy-to-find place.

 

Optimize your client’s experience

Give your legal clients all the information they need through automated text messages, enhancing the client experience while reducing the volume of live client contact.

  • Send clients automated updates to case stages
  • Send educational information via video and FAQs
  • Send mass text messages to notify clients of office/holiday hours, and prompt happy clients to leave reviews
MyCase client communication software feature: new communications updates
MyCase text messaging feature: centralized text inbox for your entire law firm staff

Sync contacts and documents between platforms

With this direct integration, MyCase and Milestones will sync contact and document data to keep your firm’s information up to date.

What Is Milestones?

Milestones automates sending custom text messages to clients for status updates, with the option to add video and FAQs to help educate clients as their cases progress, keeping them informed while reducing client calls, emails, and overall firm communication. Firms can also send mass text messages to notify clients of office/holiday hours, prompt happy clients to leave reviews, and send client updates based on time that has elapsed.