Milestone-triggered updates
A message goes out automatically when a matter hits a defined stage — not on a fixed calendar unrelated to progress.
Proactive client communication
Proactive Client Updates.
The work is moving, but the client doesn't know that — so they call to ask, and now it's your time being spent on a status update instead of the work.
Updates go out automatically at the milestones that matter, before the client has to ask.
Get Started →How it works
What's included
Plain-language status
The update tells the client what happened and what is next, not internal jargon.
No reply needed to send the next one
The sequence keeps going on its own; nobody has to remember to send the next update.
Escalation when it's not routine
Anything outside the standard milestones gets flagged for a real conversation instead of an automated message.
RUNS ON YOUR PLAN
Proactive Client Updates
Automatic, milestone-triggered client status updates in plain language.
From $197 CAD per month
Included in every Momentum plan.
No contractMonth to month
Optional: we build it for you — White-Glove Setup, $997 CAD one-time.
Milestone-triggered updatesPlain-language status messagesAutomatic sequencingEscalation for non-routine items
Works with your existing matter/project stagesNo client portal login requiredCancel anytimeSupport from a real team
Get Started30-day money-back guarantee*.
Built for real workflows
Why local service businesses choose Momentum.
Sent before they ask
Milestone-triggered, not manual
Plain language
No internal jargon
Tied to real progress
Not a fixed calendar
Backed by real people
Calgary-based support
Common questions
Frequently asked questions
Automatic client updates triggered by defined milestones in your process, written in plain language, sequenced without manual sending, with escalation for anything non-routine.