Case Milestone Celebrations
Notifications for key milestones — settlement, motion won, case filed — building confidence and capturing referrals at p
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What This Automation Does
Notifications for key milestones — settlement, motion won, case filed — building confidence and capturing referrals at peak satisfaction.
How It Works
1
Milestone
Key stage: filed, discovery complete, motion granted, settlement, won
2
SMS: Good News
"Great news on your case! 🎉 Check email for full update."
3
Email: Milestone
Subject: "Milestone — {{milestone}}" — What happened, what it means, next steps
4
Wait 2 Days
Let good feeling settle
5
SMS: Referral Ask
"Know anyone who needs legal help? {{referral_link}}"
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.