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Better Reporting, Faster Communication, and Performance Upgrades

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Attorney Portal

Managing personal injury cases just got more efficient. This update focuses on better insights, smoother client onboarding, and performance improvements across the Portal — helping your team work faster and stay ahead on every case.

Key Updates in This Version

Enhanced Reporting Dashboard

Get a clearer view of case performance with our upgraded reporting dashboard:

  • Monthly trend charts to track case activity at a glance
  • Manager-level filtering to drill into team performance
  • Dynamic visualizations that make reporting faster and easier

Why it matters: Attorneys and managers can spot trends, monitor workloads, and make data-driven decisions without digging through spreadsheets.

📌 Tip: Log in to the Portal and you'll see the new Reporting Dashboard by scrolling to the bottom of the page.

Animated GIF showing the new Quilia reporting dashboard for the Portal. The interface includes preset options for viewing client activity over different timeframes (24 hours, last week, last two weeks, last 30 days, last 2 months). Below, there’s a “Reports” section with filter checkboxes for selecting case managers, a date range selector, and view options to group data by month or by case manager. At the bottom, three bar charts are displayed showing monthly metrics for Clients Invited, Clients Logged In, and Activities.
Dashboard showing Quilia's new Portal reporting dashboard with client activity reports, filters, and monthly metrics grouped by case managers

Automated SMS Follow-up System

Our new intelligent SMS scheduling system automatically sends reminders to clients who haven’t completed intake steps after their initial invite.

  • Boosts client adoption rates from day one
  • Keeps case intake moving without manual follow-up
  • Reduces time spent chasing responses

Intelligent Language Detection

Our system now automatically detects the language used in intake forms to better support multilingual clients.

  • Automatically identifies client language preferences
  • Ensures clear, accurate communication from the very first interaction

Why it matters: Your team delivers a personalized experience without extra setup or manual steps.

Other Enhancements

  • Required Documents are now Requested Documents for a friendlier, client-first tone
  • Resolved refresh token issues for Smokeball for reliable syncing
  • Database and memory optimizations for a quicker, more responsive Portal experience

What’s Next in Quilia

We’re expanding Quilia’s flexibility with upcoming integrations and AI-powered tools designed to fit your existing workflows — from custom API connections to seamless SmartAdvocate syncing and smarter client activity summaries.

AI-Powered Client Activity Summaries

For firms using Client Activity Digest emails, staying on top of client updates just got easier.

  • Get a concise AI-generated summary of client activity each morning
  • Spot the most critical updates without scanning long lists
  • Keep personal injury cases moving with faster insights and less manual work

Public API Access

Soon, firms with custom in-house case management systems will be able to integrate directly with Quilia.

  • Seamlessly connect your existing workflows
  • Keep case and client data in sync automatically
  • Reduce manual updates and duplicate entry

SmartAdvocate Integration

For firms using SmartAdvocate, syncing case data is about to get easier.

  • Automatically import cases, clients, and staff details into Quilia
  • Keep case progression updates aligned in real time
  • Create a unified platform for client communication and case tracking

📌 These upcoming features are designed to give your firm more control, unify your systems, and keep client data perfectly in sync — without adding extra work for your team.

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