Managing client updates and forms just got easier. This release introduces Custom Requests — a faster, more flexible way to collect information from clients.

Key Updates in This Version

Custom Requests

Create and send digital forms directly from the Quilia Portal — no emails, no PDFs, no paper trails. Whether it’s a TBI update, injury check-in, discovery request, or post-settlement feedback, you can now collect exactly what you need in minutes.

Build forms with text boxes, drop-downs, checklists, or uploads
Send instantly to clients with push notifications
Clients fill out and upload files right from their phone
Submissions appear in your Requests tab and sync back to your case management system

Why it matters:
Custom Requests give firms total flexibility to gather client information at any point in the case — turning what used to be multiple phone calls or email threads into one quick digital exchange.

View Every Request in One Place

Stay on top of every request, response, and upload from the Requests page. See who it was sent to, when it was completed, and what’s still pending.

📌 Access the full history of client interactions at a glance — keeping every update organized and case-ready.

The Quilia Portal ‘Requests’ dashboard displays all client requests in one place — letting staff monitor pending and completed submissions with clear visibility across cases.

Why it matters: Visibility across every open request helps your team stay organized, manage deadlines, and avoid duplicate outreach.

Design Custom Forms in Minutes

Easily create digital versions of your firm’s most-used forms — from check-ins and questionnaires to interrogatories and discovery requests. Save them as templates and reuse them across future cases.

The Request Builder powers Quilia’s Requests feature — letting firms create and customize client forms for collecting case-critical information.

Why it matters: Reusable templates cut down on repetitive admin work and keep your client data collection consistent.

Clients Respond Instantly From Their Phone

Clients get a push notification, open the Quilia app, and complete everything right from their phone. No printing or scanning — just tap, fill, and submit.

Clients receive Quilia requests as mobile notifications — enabling fast, frictionless form completion right from their phone.

Why it matters:
Faster client responses mean your team can move cases forward without waiting on follow-ups or lost attachments.

Things To Keep In Mind

Templates can be saved and reused across future cases
Notifications help clients respond faster
Responses sync instantly back to your firm's portal and CMS

What's Next in Quilia

We’re adding in-app signatures — making it even easier for clients to sign and return documents directly through the Quilia app.

No downloads, no printing — just quick, secure signatures that appear back into your case management system.