Quilia vs. Clio for Clients: What’s the Difference?
Clio for Clients is a secure app that lets law firms share documents, send messages, and manage calendar events with their clients. It’s a straightforward way to stay connected and organized.
Quilia is built for something else entirely.
While Clio for Clients focuses on communication, Quilia is focused on action. Personal injury cases rely on client follow-through. That means getting treatment, providing updates, and staying engaged. Quilia exists to make that happen using automation, reminders, and real-time case guidance.
This post breaks down the key differences between the two platforms so law firms can decide which approach better supports their clients and their cases.
Feature Comparison: Quilia vs. Clio for Clients
Now let’s take a closer look at how Quilia and Clio for Clients stack up across the key features law firms care about most.
Core Purpose
At first glance, both Clio for Clients and Quilia help law firms stay connected to their clients. But the goals behind each platform are fundamentally different.
Quilia:
- Designed for Client Action: Focuses on helping clients complete their side of the case—attending treatment, submitting updates, and staying engaged throughout the process.
- Outcome-Oriented: Prioritizes compliance and follow-through, which directly impacts claim value and case results.
- Built for Personal Injury: Every feature supports the unique needs of personal injury firms and their clients.
Clio for Clients:
- Communication Tool: Provides secure messaging, document sharing, and calendar access to keep clients in the loop.
- General-Purpose Utility: Built to support a variety of legal practice areas with basic client access needs.
- Firm-Driven Updates: Relies on law firm staff to send messages and coordinate client activity.
Client Communication and Updates
Keeping clients in the loop is critical. Both platforms offer messaging, but the level of automation and ownership differs significantly.
Quilia:
- Automated Updates: Sends messages automatically when the case phase changes, when clients are inactive, or when new tasks are added.
- Client-Initiated Status Sharing: Clients can proactively share updates, symptoms, or treatment progress without waiting for a prompt.
- Real-Time Notifications: Built-in push, email, and in-app alerts keep clients informed as things change.
Clio for Clients:
- Manual Messaging: Firms can send messages back and forth with clients through a secure portal.
- Appointment Notifications: Clients can view calendar events that have been shared with them.
- No Automation: All messages and reminders must be initiated manually by firm staff.
Client Education and Case Transparency
Understanding what’s going on in a case is just as important as staying updated. This is where Quilia provides more context and guidance, while Clio for Clients focuses purely on access.
Quilia:
- Phase Messaging: Automatically sends clients helpful messages that explain what’s happening at each stage of the case.
- Explainer Videos and FAQs: Firms can include embedded videos and FAQs in messages, helping clients understand their role and next steps without needing to call the office.
- Full Visibility: Clients can view their treatment log, submitted updates, document uploads, and upcoming tasks in one place.
Clio for Clients:
- Basic File Sharing: Clients can view documents that are manually shared with them by the firm.
- Calendar Events Only: Clients can see appointment info if it’s added by the firm.
- No Built-In Guidance: There’s no framework for educating the client or explaining case progress unless the firm creates that messaging themselves.
Treatment and Follow-Through
This is where the differences really show. Quilia is built to get clients to follow through on treatment and to-dos—without the case manager chasing them down. Clio for Clients doesn’t cover this at all.
Quilia:
- Treatment Reminders: Automatically nudges clients to attend treatment and follow prescribed care.
- Requests & To-Dos: Attorneys and staff can assign tasks, like uploading a new bill or signing a form, and Quilia reminds the client until it’s done.
- Non-Compliance Tracking: If a client goes silent or misses appointments, Quilia flags the inactivity and prompts re-engagement.
Clio for Clients:
- No Treatment Tracking: There’s no way to log or track whether the client is attending appointments.
- No Automated To-Dos: Any task coordination needs to happen manually via messages or calls.
- No Inactivity Monitoring: Clio doesn’t track whether a client is falling off track or missing milestones.
Customization and Branding
If your platform looks and feels like your firm, clients are more likely to engage. Quilia was built with white-labeling in mind. Clio’s app is consistent—but it’s Clio’s brand, not yours.
Quilia:
- Firm Branding: Every client sees the law firm’s name, logo, and messaging style—not Quilia’s.
- Tailored Language: Messages can be customized to match the tone and language your firm uses with clients.
- Personalized Experience: Clients feel like they’re using your firm’s app, not a third-party tool.
Clio for Clients:
- Clio Branding: The app is clearly branded as Clio. Your firm’s name might appear inside, but it’s not a branded experience.
- Uniform Interface: The look and feel is the same for every firm using Clio for Clients.
- No Message Customization: Messaging tone and flow are standardized across all firms.