Automatic Appointment Reminders, Case Quick-Find, and Submission Exports

Three portal releases shipping together. The headline: appointments now run their own reminder sequence, so clients show up prepared without anyone on your team chasing them. Alongside it, a Cmd+K palette to jump to any case instantly, export options for submitted request forms, quieter AI suggestions, and a long list of integration and reliability fixes.

Appointments that remind clients on their own

When an appointment is on the calendar, Quilia now reaches out to the client at three moments, automatically, with no setup. Two days before, a prep reminder brings the client into the app to get ready. Two hours before, a reminder gives them directions to the appointment. One hour after, a check-in lets them tell you how the visit went.

The whole sequence is coordinated on its own and rebuilt whenever the appointment's time, status, or provider changes, so reminders always reflect the latest plan. And the moment your firm schedules an appointment for a client, they get an "added on your behalf" notification that opens straight to the appointment.

For clients still in active treatment, Quilia also tracks where each one stands with each provider and sends a gentle re-engagement nudge when someone in treatment has no next visit booked, so cases don't quietly stall between appointments.

Find any case with Cmd+K

Press Cmd+K from anywhere in the portal to open a quick-find palette and search for cases and case participants. No more bouncing back to the case list to switch matters. Jump straight to the one you need. If a lookup ever hits a snag, the palette now shows a clear error state and retries cleanly when you reopen it, instead of getting stuck on "Loading."

Export submitted request forms

Submitted request forms now include a sidebar export dialog, so you can download a client's answers as PDF, DOCX, or Markdown and drop them into whatever comes next in your workflow. Modern image uploads (WEBP) inside a submission now render as a labeled file link in DOCX exports instead of failing the export. The submission review screen also got a cleaner layout and dark-mode styling, so long answers no longer get squeezed into the side panel.

Quieter, smarter AI suggestions

AI asset suggestions now suppress far more duplicate and no-op recommendations across medical documents, appointment cards, vehicle information, repair estimates, correspondence, income documents, employee injuries, police reports, and initial claims, so you see fewer prompts repeating information already on the case. At the same time, genuinely narrow updates (a supervisor name, a report number, a single prescription) now surface as real changes instead of being mistaken for no-ops and hidden.

Tell us when something feels off

Signed-in portal users now have an in-app feedback button. Reports can include a screenshot and session context, so when something looks wrong you can flag it in a couple of clicks and our team gets the detail needed to reproduce it.

Stay in the loop by default

Client-activity summary emails (the "here's what your clients did on Quilia" recap) are now on by default for your staff instead of something each person had to turn on. The email still only sends when a staff member's clients have actually been active, anyone who previously opted out stays opted out, and it's a one-switch change under Settings, Notifications if you'd rather not receive it.

You can also now show or hide the "Ask a Question" button on your firm's organization page in the client app, with a new toggle under Settings, Features.

Integration improvements

• Salesforce document routing and Date of Injury. Salesforce-based firms can route case documents through Quilia to SharePoint (with app files always organized under a dedicated /Quilia folder), and can now map the Salesforce field that holds the incident or date of injury directly in the import config instead of relying on guessed field names. App notes also sync back to Salesforce as completed-call activity records.
• Clio task overrides. The Task List builder now lets you override the title and description of generated Clio tasks, so they read the way your firm wants them to.
• CasePeer and MyCase reliability. CasePeer document uploads no longer fail on a missing filename or an unsupported file type, and MyCase token refresh issues were resolved, so you'll see fewer stuck or falsely disconnected integrations.
• Branding crop tool. Uploading your organization icon or logo now includes an image crop tool, so your branding is framed the way you want.

Reliability and fixes

• Case delegates can sign in, first time and re-add. New delegates can log in right after being added, the add flow now has explicit invite controls, and re-adding someone who was previously removed reactivates their access instead of leaving them locked out.
• Cleaner generated documents. Signed, generated PDFs now deliver to your CMS with clean filenames instead of long, mangled URLs.
• Notifications open the right place. Appointment, reputation, and review text and push notifications now deep-link straight to the correct screen in the client app instead of dead-ending, and notifications correctly respect deactivated organizations.
• Steadier AI extraction. Medical-document extraction now stops on a transient database hiccup instead of risking duplicate prescriptions, large documents no longer time out mid-extraction, and password-protected PDFs are skipped gracefully instead of erroring.
• Faster, more reliable lists. The attorney client list no longer times out for large firms, and Task List status filters and saved action links behave correctly.