Better Reporting, Faster Communication, and Performance Upgrades

This update adds a reporting dashboard with monthly trend charts, automated SMS follow-ups for client onboarding, and language detection for intake forms.

 

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

• Interactive charts that update as you filter data

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.

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: The system handles language preferences automatically so staff don't need to configure anything manually.

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

📌 Update: SmartAdvocate integration launched in September 2025. See AI Summaries, SmartAdvocate Integration, and Faster Messaging for details.