Document Signing, Asset Automation, and Messaging Improvements

Version 2026.2.3 brings electronic document signing directly into request forms, smarter automated document processing, and a range of quality-of-life improvements across file uploads, messaging, and case management integrations.

Electronic Document Signing

• PDF signing in request forms: Upload a PDF document into any request form, visually place signature and text fields anywhere on the page, and send it to clients for legally compliant electronic signing
• Legal compliance disclosures: Signing requests include proper legal disclosure language, so every signature meets compliance requirements right out of the box

Smarter Automated Document Processing

• Automatic handler matching: When you upload documents or images, the system now automatically identifies the right processing workflow after AI analysis — reducing the manual steps required for common document types
• Medical document extraction: A new dedicated workflow extracts provider information from medical documents, making it faster to capture provider details directly from uploads

Request Form Enhancements

• Rich text editor: Write more expressive content in request forms using a full rich text editor with formatting options
• Improved PDF output: PDFs generated from request forms now have better fidelity and formatting
• Smoother builder experience: The request builder and table interfaces have been refined for a more comfortable editing experience

Drag-and-Drop File Uploads

• Drop files anywhere: File upload areas throughout the portal now accept drag-and-drop, making it faster and easier to attach documents, images, and other files to cases and requests

Faster Messaging

• Improved recipient search: Searching for message recipients is now handled on the server with pagination support, making the composer significantly faster and more reliable when your contact list is large

CMS Integration Improvements

• NEOS re-import: Cases already imported from NEOS can now be re-imported to add additional clients or parties that were missed during the initial import
• Filevine case note content: The Filevine activity timeline now shows actual case note content instead of placeholder text, giving you a complete picture of case activity without leaving Quilia

Bug Fixes and Stability

• Messages: Welcome messages no longer incorrectly appear as "Draft" in the sent messages tab
• Messages: Recipient search results are now always fresh, eliminating stale suggestions in the message composer
• Integrations: The Litify integration configuration screen now correctly saves and tests connection settings
• Recent activity: Client invite entries in the activity feed now display correct titles and readable text
• Reputation management: Fixed Google setup sheet display, added translated review images, and resolved a spinner visibility issue