Smarter Documents. Better Client Engagement.

We shipped a solid update focused on making Quilia easier to run, easier to trust, and easier for clients to stay involved. This release adds a ready-to-use personal injury case type, improves how documents are handled with AI, introduces smarter inactivity monitoring, and makes it easier to welcome new clients inside the app.

Personal Injury Case Type

We added a built-in personal injury case type for firms that don’t categorize cases in their case management system.

What it does

• Provides a clean default for personal injury cases
• Requires no additional setup
• Works automatically across layouts, integrations, and the API

Why it matters
Not every firm wants to manage a complex case-type structure. This gives firms a simple option that just works out of the box, while still supporting more detailed setups for teams that need them.

If your system already categorizes cases, nothing changes.
If it doesn’t, you’re covered.

Smarter Asset Analysis

Quilia’s document intelligence just got a lot sharper.

When clients upload documents, Quilia automatically analyzes each file and helps organize it correctly, while still respecting human decisions when they matter.

What’s new

• AI-assisted asset classification that feels predictable and reliable
• Human-labeled documents are preserved
• Consistent behavior across all uploads

Why it matters
Your team gets the speed of AI without losing control. Documents land where they belong, classifications stay accurate, and everything feels less like a black box and more like a tool you can trust.

Inactivity Monitoring

We added a built-in way to bring clients back into the app when things go quiet.

What it does

• Automatically detects inactive clients
• Sends smart, timezone-aware nudges when attention is needed
• Requires no manual follow-up

Why it matters
Clients stay engaged without your team chasing them down. When there’s something to review or action to take, Quilia helps pull them back in at the right moment.

Less babysitting. Better engagement.

Automated Welcome Messages

Quilia now makes it easy to welcome new clients the moment they join.

Firms can automatically send a welcome message directly inside the app, giving clients clear next steps and setting expectations from day one.

What it does

• Sends a welcome message automatically when a client joins
• Delivered right inside the Quilia app
• Fully customizable to match your firm’s voice

Why it matters
Clients know what’s happening, what to expect next, and how to use the app without needing a separate email or manual follow-up. It’s a better first impression and one less thing for your team to remember.

Bug Fixes and Improvements

Alongside these updates, we shipped a batch of refinements to keep everything running smoothly.

• Improved asset processing reliability
• Stronger error handling for Neos case imports
• Clearer logging and validation for Clio webhooks
• More accurate reputation and ratings displays
• Simplified sidebar navigation
• General performance and stability improvements across the platform

Quiet upgrades, but they add up.