Smarter Invites, Timezone Timestamps, and Cross-Room Messaging

Version 2026.4.1 focuses on making client communication more reliable and transparent. SMS invites now always go out when you expect them to, scheduled messages show exactly which timezone they are set in, and your team can read messages across all rooms in your organization without needing to join each one.

Improved Client Invitations

Inviting clients to Quilia is now more reliable and predictable, with safeguards against duplicate messages.

• Reliable SMS invites: The invite endpoint now always sends an SMS when you invite a client, and re-sends to existing case members instead of silently skipping them — no more wondering if the invite actually went through
• Invite on case creation: Case creation now supports an optional invite flag, allowing your staff to send the SMS invite immediately when adding a new case
• Duplicate prevention: Rapid invite retries are automatically deduplicated, preventing clients from receiving the same SMS multiple times in quick succession

Timezone-Aware Message Timestamps

Scheduled messages now clearly show which timezone they are set in, removing any ambiguity about when a message will be delivered.

• Timezone on scheduled messages: Scheduled messages display the timezone they were scheduled in, so your team always knows exactly when a message will go out
• Persistent timezone display: The timezone is captured at scheduling time and preserved through edits, ensuring consistent display throughout the message lifecycle

Cross-Room Message Visibility

Team members within the same organization can now read messages in any room without needing to join it — making it easier to stay informed across all your cases.

• View-only access across rooms: Any team member in your organization can read messages in any room, giving your staff full visibility into client communication across cases
• Writing still requires membership: To maintain clear ownership, sending messages in a room still requires joining it through the normal flow

Case Members API

A new set of API endpoints gives you complete control over case membership for integrations and automation workflows.

• Full CRUD for case members: List, add, update, and remove case members directly through the API at /cases/{id}/members, enabling tighter integration with your existing systems and custom workflows

Phase Messages Language Fix

The phase messages sidebar now consistently displays English aliases instead of occasionally showing text in a random language — a small but important fix for firms managing multi-language message templates.

Bug Fixes and Stability

• Safer bulk message deletion: Deleting all related scheduled messages now shows a confirmation dialog listing every affected message before proceeding, preventing accidental deletions
• SmartAdvocate case search: Fixed an issue where searching cases in SmartAdvocate could trigger a server error when cases had corrupt contact data
• Filevine staff invites: Staff invites are now properly triggered during Filevine case import and sync — previously staff were only assigned as a side effect of feed sends
• Notification preferences: Staff emails (NPS, session summary, and digest) now link to notification preferences instead of a generic unsubscribe page, giving recipients more control over what they receive