What Milestones Should I Specify?

Milestones are key dates in the case schedule in which work deliverables can be reviewed, approved, and paid for. cases may be set up with a single milestone (the final result) or with as many interim steps along the way as needed. Milestones can be used to link payments with actual deliverables, or can be used simply as pre-scheduled checkpoints to help with progress and communication

What if I need to increase or decrease milestone amounts after the case is active?

If the Milestone funds have not been released, the Milestone can be reduced or deleted, dates changed, and name and description edited.  Both parties should communicate in the Workroom to negotiate and document any modification to the Terms. Changes to Terms are not considered active until accepted by both parties.

How do I fund the first Milestone?

Congratulations on hiring a Attorney for your case and finalizing business terms! It’s now time to fund the first project Milestone so your Attorney can start work!

To fund a case milestone, log in to your HireMeLegal account and follow the steps below:

  1. Roll over Manage in the top navigation bar and then select Payments from the drop down list.
  2. Next, click Make Payment located on the left side of the page.
  3. Select the radio button to the left of the case name you want to fund and clickNext.
  4. On the Payments page, click Fund for your particular milestone.
  5. Select your payment method, enter any comments and click Fund.

The Attorney will receive a notification when you fund case Milestones. Remember, the Attorney is not obligated to begin work until at least one case milestone has been funded.

What is 'Prefunding' of Milestones?

Once you have selected a Attorney and awarded your case, you will be prompted to review and update Terms and Milestones.  After sending the Terms to the Attorney, you have the option of funding the Escrow account.  This is referred to as “prefunding” since you are depositing funds into Escrow before the Attorney accepts the Terms.

The advantage to prefunding the Escrow account is that it will help the case begin immediately if the Attorney accepts the case and makes no changes to the Terms or Milestones. If the Attorney declines the Terms or makes any changes, the funds in Escrow are automatically refunded to the payment source.

Prefunding also applies to Terms changes.  If you make a change to the Terms such as adding a milestone, you can immediately fund the new Milestone prior to the Attorney accepting the change.  As above, if the Attorney declines the change, the funds are automatically refunded to the original payment source.

Prefunding is completely optional.  If you chose not to prefund the milestone, you can send the Terms to your Attorney and fund the milestone once the Terms agreement is finalized.  You will be notified when the Attorney accepts or declines the Terms.

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