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Share milestones in My Legal Space

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Written by Huzayfah Patel
Updated over 3 months ago

To maintain the milestones, follow the steps below:

  1. Navigate to the workflow of the matter and select My Legal Space Milestones from the first menu

  2. Review the screen, add or remove dates as required and then click OK.

  3. In the Notify Milestones option, tick to trigger a notification to the client when a milestone date is entered.
    Alternatively, untick this option to prevent the client from being notified.

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