Big Firms

Webinar Replay: Milestones Integration

Seamlessly automate client updates, empower clients with a user-friendly portal, foster education on case progression, enable mass messaging, auto-request reviews and embed instructional videos for a truly engaging client experience.


Ever wish you could eliminate unnecessary communication and improve the client experience with automated update notifications? Now you can with the CASEpeer + Milestones integration.

Our newest integration with Milestones will automatically enhance CASEpeer customers' firm communication with clients, increase efficiency, and improve overall customer experience with automatic case status notifications. Join CASEpeer CEO and Co-founder, Gabriela Cubeiro, and Matt McClellan, Milestones Co-founder, to get an in-depth review of how the integration works, how it can create efficiencies for your firm and why you should adopt this tool into your daily workflow.

In this webinar we will cover: 

  1. Automatic case status updates through text 

  2. Tips to educate and inform your client about their case

  3. Tackle client questions before they call you 

  4. And so much more!

 

About the Integration

The seamless integration automates client updates, freeing your legal team from time-consuming manual tasks while keeping your clients informed at every stage. Enhance your firm to client communication right out of CASEpeer, increasing efficiency and improving the overall customer experience with automatic case status notifications. Take your client communication to the next level with the CASEpeer + Milestones Integration and set your firm apart in the competitive legal landscape.

CASEpeer is the leading practice management solution built for personal injury focused law firms. Designed with input from leading plaintiffs’ attorneys, CASEpeer offers industry-leading best practices and support. Since 2016, the company has focused on providing plaintiff law firms with visibility across operations, from case management and calendaring to employee performance, pipelines, and profitability.  To learn more about CASEpeer visit casepeer.com.

Milestones is an innovative client-updating software purpose-built for legal professionals and proudly backed by Y-Combinator. Seamlessly automate client updates, empower clients with a user-friendly portal, foster education on case progression, enable mass messaging, auto-request reviews and embed instructional videos for a truly engaging client experience. Milestones is the solution that transforms client communication, and will set your firm apart in the competitive legal landscape. Milestones was founded in 2021 by a team with nearly 10 years of combined experience in legal tech with the vision to better serve clients with an enhanced communication experience throughout the life of a case. To learn more about Milestones visit getmilestones.com

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