Dispatch + Milemarker Integration

Dispatch + Milemarker Integration | Own Your Data

Connect Dispatch and Milemarker to Streamline Document and Data Workflows

Set Up Your First Integration

Connect Dispatch, the intelligent document delivery and management platform for financial advisors, with Milemarker to automate document workflows, enhance compliance, and seamlessly sync critical client communications across your tech stack.

Milemarker integrates with Dispatch to unify the flow of secure documents and client communications across your internal systems. Automate delivery tracking, sync documents to CRMs or portals, and create efficient workflows tied to client engagement and compliance.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

A new document is sent or shared via Dispatch
A client views, signs, or engages with a document
A specific type of communication (e.g., quarterly report, ADV, disclosure) is dispatched

Add Your Action

An Action is what Milemarker does in response—like:

Syncing the document to your CRM, compliance tool, or cloud storage
Notifying your team when a document is viewed or signed
Logging the delivery and engagement history in a client timeline or record

You're Connected!

Once integrated, Milemarker ensures all Dispatch activity is automatically routed into your operational systems—enabling real-time compliance tracking, enhanced visibility, and streamlined document management.

⚙️ Supported Data and Workflow Channels via Dispatch

- Document Sending & Delivery Logs
- Client Engagement Status (Viewed, Signed, Ignored)

- Communication Types (Reports, Disclosures, Agreements)
- Audit Trails & Compliance Records

Why Choose Milemarker?

Real-Time Document Intelligence

Instantly respond to how clients interact with your materials

Streamlined Compliance

Automate the delivery and tracking of required disclosures and documentation

Enterprise-Ready

Scales with growing teams and document volume across your firm

Elevate Document Workflows with Dispatch + Milemarker

If your firm uses Dispatch to manage secure client communications and document delivery, Milemarker helps you turn that into a fully automated, insight-driven process—improving compliance, visibility, and operational efficiency.

Let’s connect Dispatch and Milemarker today.