Two-Way Provider Sync, CaseChat in Your CMS, Multi-Firm Staff, and New Practice Areas

Twenty-five portal releases shipping together (2026.6.11 through 2026.6.35). The headline work connects your medical provider roster to your case-management system in both directions, brings the attorney-client conversation into your CMS, and lifts the long-standing limit of one staff account to one firm. Alongside it: three new practice areas, sharper AI case summaries, per-office client branding, a faster request and form builder, and a long tail of integration and reliability fixes.

Your medical provider roster, synced both ways with your CMS

Your provider roster is now connected to your case-management system in both directions. Firm admins can pull their medical providers into Quilia in one click from Filevine, CasePeer, or Clio (the Clio import needs Clio's Personal Injury add-on), and it is safe to run again later because already-imported providers are updated, never duplicated. For Filevine, CasePeer, and Clio firms the roster also re-imports automatically once a week, so providers added in your CMS show up without anyone clicking Import.

Going the other way, the medical providers your clients add, along with their treatment status, can be pushed to the Medical Records tab on a Clio matter, either with a "Sync to Clio" button on the treatment page or automatically whenever a provider is added or updated. Quilia derives Clio's first and last treatment dates from the case's appointments, and only fills blank Clio fields so it never overwrites values your firm edited directly in Clio.

The providers page itself is faster and easier to read: a pinned header row while you scroll, each provider's business name under their name, a specialty filter, and clearer matching cues, with a confidence badge on every suggested directory match (Strong for a name-and-phone match, Exact when the address matches too) and likely-match rows floated to the top of the unmatched queue. Provider mailing addresses are standardized through USPS on both sides so matching lines up reliably, the cleanup tool no longer collapses a clinic and its individual doctors into one record, and the providers-page delete button (which had silently done nothing for every firm) now works.

CaseChat now lives in your case-management system

Messages from the one-on-one client conversation now export to your case-management system as case notes across Clio, Neos, MyCase, Filevine, CasePeer, and Smokeball, on both the real-time and nightly paths, with no message ever posted twice. CaseChat, its CMS export, and the shared "All Parties" thread on multi-client cases are now on by default, and CaseChat is enabled automatically for brand-new firms.

When a client sends messages and no one at the firm replies within about an hour, the case team gets an email showing the waiting messages laid out as a chat thread, with buttons to open the conversation in the app or the portal. Each staff member can turn that alert off in their notification settings. Staff also stopped getting a text for every message: clients still get an immediate text, but staff now get a single text only if a message stays unread and the thread goes quiet for about ten minutes, so the app and portal stay the primary place to follow a conversation. In the portal, CaseChat now uses the same blue iMessage-style bubbles as the mobile app.

Sharper AI case summaries

AI case summaries now lead with a dedicated Treating Providers roster, showing each provider's status, last-seen date, and next appointment instead of leaving that buried in the damages narrative, and an injury or treatment matter with no providers on file is called out as a gap. Timeline dates now come from the event a document describes rather than the day it was uploaded, long runs of routine "client confirmed an appointment" entries collapse into a single signal-preserving line, and any self-reported symptom that can't be confirmed from recent check-ins reads as unknown rather than assumed resolved.

Summaries also cross-check the body parts a client reports as painful against the providers actually treating the case and nudge the client about anything no one is treating, and they now flag possible traumatic brain injury or psychological-trauma signals so they surface for the attorney. Client and delegate notes are no longer mistaken for firm activity, and automated Quilia reminders are no longer described as firm-sent, so the engagement read on each case is accurate.

Staff who work across multiple firms

Quilia now supports a single staff account belonging to more than one firm, for example a case-management company that works with several practices. Those users get an organization switcher and land in their last-used firm, with every screen and permission scoped to the firm they are currently in. Single-firm staff (everyone today) keep the same fast login. Initial multi-firm setup is handled by Quilia.

Three new practice areas

We added Legal Malpractice, Sexual Abuse, and Nursing Home Abuse & Neglect so firms importing from their CMS can map these practice areas to dedicated layouts instead of collapsing them into broad buckets like Civil or Personal Injury. Medical malpractice case layouts can also opt into an Incident Log to capture the chronology of negligent acts (failure to diagnose, medication mismanagement, failure to monitor), kept separate from the client's own medical-care record.

Right office, right branding

Multi-office firms can now route each imported client to the right Quilia office automatically, so the client sees the branding for the office handling their case. Tie a case to an office using a field in Filevine, SmartAdvocate, Salesforce, or Litify, and on import Quilia matches it to a Quilia location, creating one when the office isn't already there. It stays off until you configure it, so single-office firms see no change.

Salesforce and Litify, first-class

Salesforce and Litify firms gained a lot this cycle. A "Suggest field mappings" button scans the connected Salesforce object and fills in best-guess fields so you no longer type API names from memory. Quilia can import case staff from named Matter role fields (Primary Attorney, Case Manager, Legal Assistant, Intake Owner), with a per-field visible-to-client toggle and per-case contactability the same way Filevine works. Documents pushed to your CMS keep the client's original filename (in-app captures get a readable type-and-date title instead of a UUID), and uploads for firms on SharePoint now land in the matter's folder instead of a phantom nested copy, including older cases that self-heal.

A faster, friendlier request and form builder

Case-type selection is now a real search box everywhere it appears (CMS mapping, Create New Case, and SMS onboarding), alphabetically sorted, which matters now that the catalog has more than thirty types. The Send Request picker shows every matching case instead of stopping at the first ten and adds the app's phase, date-of-injury, and status filters. Smart Extract accepts images and screenshots (PNG, JPG, WebP) so a photo of a paper form builds the questions, the web document signer now renders and saves every field type (date/time, multi-line text, dropdowns), and deleting a request or signature template is recoverable for thirty days in a trash before it purges.

Notifications that respect each client's clock

Automated client notifications now send within an 8am to 8pm window in each client's own timezone instead of firing at any hour or queuing overnight and going out all at once at 8am. Attorney-initiated invites from the Invite button still send immediately so onboarding isn't held back. A firm's timezone is now derived from its address rather than defaulting to Eastern, and Quilia-sourced notes pushed into your CMS use your firm's local time and include a due date so they sort chronologically.

Reputation reporting by person and period

The Reputation screen has a single date-range filter at the top that drives the whole page, plus a chart of when Google Reviews arrived across the selected period. You can scope the Google Reviews counter, list, and printable to a single staff member, an easy way to confirm how many reviews someone brought in over a window and hand them a printable of every one. The Google Reviews list now shows reviewer avatars, and unassigning a teammate from a review no longer means scrolling the whole team list.

Reliable images and documents

Older iPhone (HEIC) photos that showed as broken images now convert to JPEG the first time anyone views them, with a recurring sweep that heals any that slipped through across chat and other upload paths. Images in case-summary and notification emails use durable links that no longer expire in the inbox, uploaded photos auto-rotate to the right orientation before they reach your CMS, and PDF first-page thumbnails render cleanly even for scanned documents.

And a few more

• System announcement banner. The portal now shows a banner for platform-wide notices like scheduled maintenance, with dismissible non-critical messages.
• Simpler per-case billing. Per-case billing creates a one-off invoice instead of requiring a card on file up front, and manual case creation no longer blocks when no card is saved.
• Smokeball calendar sync. Firms on Smokeball can now push Quilia appointments into the matter calendar, the Smokeball counterpart to the Clio calendar sync.
• New partner API. Integration partners can read a case's injury and body-part data through a new read-only GET /v2/cases/{id}/injuries endpoint.
• MyCase staff on the case. Importing or syncing a MyCase case now adds the firm's assigned staff as case members, not just the client, so your team receives the client-activity notifications they were missing. Importing a case no longer auto-texts the client unless you opt in.

Privacy and reliability fixes

• Signed documents stay behind login. The public completed-request page no longer offers a download link that exposed a signed PDF to anyone holding the request link; the signed copy stays available in the app behind login.
• Connection status owned by the health check. Routine CMS calls no longer flip a firm to "disconnected" on a single transient 401/403, so flaky or high-volume firms stop latching a false disconnected state.
• Case deletion works and can be done from the client detail page's case list, not just the Cases page.
• Cleaner case detail and navigation. The case detail page uses a header back arrow, broken case links return you to your case list, and the announcement banner no longer overlaps CaseChat.
• Multi-firm and multi-case display fixes. A client who belongs to more than one firm no longer appears twice in Edit case details, and a client on more than one case sees the correct status and phase on each case.
• Friendlier errors throughout. Clearer messages for a phone number already in use, unmapped practice areas no longer lock re-import, and several CMS sync failures (Clio rate limiting, expired Clio/Smokeball/CasePeer tokens, SmartAdvocate notes, unknown case types) now recover instead of stopping a case from syncing.
• No more double-logged activity. Appointment actions, employer changes, and incident-translation entries each log once and read naturally in the feed.