Case Milestone Progress Updates
Automatically notifies clients when their case hits key milestones — filed, served, discovery complete, motion ruled — keeping them informed without attorney call time.
What This Automation Does
How It Works
Milestone Recorded
Attorney or paralegal marks case milestone complete in case management system
Milestone Message Selected
System selects appropriate template based on case type and milestone reached
Milestone Update Email
"Your case update: [milestone name] has been completed. What this means: [plain-language explanation]. Next step: [X]."
SMS Notification
"Case update from [firm]: [milestone] completed. Check your email for details."
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
Compliance & Security
Milestone notifications are factual status updates only. Strategic legal advice must come directly from the attorney of record.
SMS consent required at engagement.
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