Real-Time CaseChat, AI Case Summaries, and Table Search

Version 2026.3.7 is a significant release for client communication and case visibility — bringing real-time messaging to CaseChat, automated AI case summaries, the ability to create new clients from SMS conversations, and search across the portal's key tables.

Real-Time CaseChat

CaseChat has been rebuilt from the ground up for speed and reliability.

• Rebuilt messaging engine: Messages now sync instantly across all connected clients using server-sent events, so everyone sees updates as they happen
• Rich message experience: The chat interface now features a modern bubble layout with inline attachment support, making conversations feel more natural and responsive

AI Case Summaries

Cases can now deliver automated, plain-language progress updates to clients on a weekly schedule.

• Weekly automated case updates: Quilia generates a weekly status summary for each case and sends it to clients as a plain-language progress report — keeping them informed without requiring staff to write individual updates
• Smart inactivity handling: When a case has been quiet, the system sends an encouraging check-in message instead of a summary, with a built-in 3-week cap to avoid over-messaging
• Organization-controlled: Firms can enable or disable automated summaries through their organization settings

SMS Client Onboarding

Your team can now turn an inbound SMS from an unknown number into a new client record without leaving the conversation.

• Create clients from SMS: When a message arrives from an unrecognized number, staff can create a new client and case directly from the conversation thread — the phone number and case type are pre-filled automatically, and any pending SMS exchanges are resolved once the client is created

Table Search

Finding specific records is now faster with search filters across the portal's main tables.

• Search across key tables: Cases, clients, requests, and providers tables all include search filters so you can locate records quickly without scrolling through long lists

Bug Fixes and Stability

• Organization settings: Fixed logo preview clipping and added remove buttons for both the icon and logo fields, with proper input reset so the same file can be re-uploaded after removal
• Activity feed: Resolved inconsistent title casing across all activity log entries in the portal
• Reputation management: The Request History table now shows firm names, device information, and status tooltips, with a feedback detail dialog for richer insight into review request outcomes