Reusable Task List Templates, Action Links, and AI Card Suggestions

Five portal releases and two mobile releases shipping together. The headline: Task Lists become a workflow firms re-run, not a one-off composer. Templates, a status filter, and Action items that carry an optional link. AI asset analysis adds business and appointment cards as reviewable suggestions. Three new case types, on-device wage-loss PDFs, and a stack of integration-trust fixes round it out.

Task Lists Grow Up portalapp

• Reusable templates. Save any Task List as a firm template. A New from template button on the Task Lists page opens an editable draft prefilled with the items and copy, so recurring lists and retainer-stage checklists no longer have to be rebuilt by hand.
• Status filter on the table. The Status column header now opens a filter with Sent, Completed, and Draft, so "what am I waiting on?" is one click instead of a full table scan.
• Action items can carry a link. When you add an Action item, the composer has an optional link field under the title. Fill it in (Calendly, DocuSign, an intake form, a Google Form, an online doc) and the client's app shows an Open link button on that item that opens the URL in their default browser. URLs are validated to http/https only on save.

AI Suggestions for Business and Appointment Cards portal

AI asset analysis now recognizes business cards and appointment reminder cards. When a client uploads a card, the AI extracts the relevant fields (provider name, practice, phone, fax, date and time, location) and surfaces them to the client as a reviewable suggestion. The client confirms or rejects from a push, and an approved suggestion applies to the case immediately, so the provider or appointment lands without the client typing anything.

The AI handler also enriches existing records instead of duplicating them: if a newly uploaded asset matches a prescription, injury, or appointment that already exists on the case, the handler updates that record rather than creating a parallel parent row.

New Case Types and Mobile Reliability portalapp

• Three new case types. Landlord-Tenant, Business Transaction, and Driver's License Restoration are now supported across the portal and the mobile app, each mapped to the closest existing layout so the right tabs show up immediately.
• Wage-loss PDFs generate on-device. Employer and provider verification PDFs now render locally on the client's phone via Expo's print module and open in the native share sheet, so save-to-files and email-to-employer are one tap. Replaces the old web-view round trip most clients couldn't get a file out of.
• Uploads stick to the right parent record. Photos added from inside a specific prescription, injury, or prior-injury screen now attach to that record and show up in its Files tab, instead of landing as orphan assets.
• Real profile photo cropper. The little square preview was lying — the full uncropped image was what actually persisted. Now the cropped result is what's saved.

Integration Trust portal

• Recovered CMS document sync. A misrouted background-job key had silently stopped document sync to connected CMSes for roughly twelve days; uploads appeared to succeed but never arrived. Affected attachments have been re-delivered, and a new environment-parity guard fails fast if it ever recurs.
• Smokeball — "Import Leads" toggle. Smokeball treats matters and leads as the same object on its API, so every Web Enquiry was importing as a Quilia case and could auto-invite the contact. A new toggle (off by default) keeps leads on the Smokeball side until they convert. New connections also have the case-update feed on by default.
• Tappable notification links. Every SMS and push notification now uses a normal https://quilia.com/app?screen=... link instead of the old quilia:// custom scheme, which phones couldn't linkify and clients had been flagging as phishing.

Fixes and Polish

• Session-summary emails render correctly in Gmail and Outlook again (inline styles on every tag instead of the wrapper-level stylesheet that Gmail strips).
• Encrypted PDFs no longer break template uploads. Truly password-protected files now show a friendly message instead of crashing.
• Wage-loss letter PDF generates again (was failing with "Failed to retrieve data").
• CaseChat sidebar shows multiparty case threads as ordinary inbox rows with the case type inline, instead of breaking the list into case-type section headers.
• CaseChat follow-up SMS targets the specific unread message, so opening any other chat no longer suppresses the reminder.
• Wage-loss verification PDFs render all five columns of the Missed Times table (was rendering four cells against a five-column header).
• Fast prescription save no longer wipes existing photos (race condition between image-state hydration and submit fixed).
• Case Team Members list excludes co-clients, and firm-role checks are properly scoped to the firm.
• Phase-message notifications now route through the same workflow as every other client message, so they pick up the same channel preferences and deep links.
• Mobile app TypeScript is now CI-gated: any PR that breaks types blocks merge, ending a chronic source of incidental regressions.