A Real Reputation Dashboard, Auto-Detected Signing Fields, and Smarter CMS Sync

Four portal releases shipping together (2026.6.36 through 2026.7.1). The headline work turns the Reputation page into a dashboard you can actually work with, detects the fields on a document you send for signature so you do not have to place them by hand, and makes every CMS sync bring in the right staff with their real roles. Alongside it: invite a client straight from any CMS import, let Quilia invite a client the moment their case shows real activity, reconnect an integration without leaving its page, and a long tail of integration and reliability fixes.

Reputation reporting you can actually work with

The Reputation page now has real date controls. The date filter offers Month to date, Quarter to date, Year to date, Last 12 months, each prior full calendar year, and All time, alongside a custom range. It defaults to year to date, works on both the overview and the single case-manager views, remembers the range you pick for your next visit, and computes every preset in your firm's timezone so a range never starts or ends a day early.

The Team Member Performance section gained a Sort by control (NPS score, average NPS rating, number of NPS responses, Google reviews, or average Google rating), and the NPS by Time in Case chart splits the old long-tail bucket into finer 91 to 120, 121 to 150, and 151+ bands so the later life of a case is legible. The review and NPS request pickers now list every client in your organization, not just recently active ones, and when two clients share a name each is shown with a differentiator so you can pick the right person with confidence.

Manual and automatic requests no longer collide. Sending a satisfaction or Google review request by hand now takes over any pending automated NPS enrollment for that client, so nobody gets contacted twice, and recording an NPS score by hand now attaches to the client's case so the rating is stored correctly.

Signing fields detected for you

When you upload a document to send for signature, the builder now scans it for signature, initial, and date fields and places them for you, so you no longer drop every field by hand. Click to place is fixed too: a field now lands exactly where you click instead of drifting off its anchor.

The right staff, with their roles, on every CMS sync

Syncing a case from Neos, Clio, CasePeer, SmartAdvocate, Salesforce, or MyCase now adds the staff the CMS itself reports on the case. Neos cases that used to come back with no team members, because a job title like "Lead Attorney" did not match a fixed list, now show the assigned staff, and each staff member's CMS role is stored alongside them. When a case re-syncs, a staff member is removed only when the CMS's own staff id says they are gone, so a teammate you added by hand who happens to share your firm's email domain is no longer dropped by accident. Case types also display their actual name now, instead of mangled abbreviations like "(Mm)" or "(Mva)".

Invite the client from any CMS import

The optional "Also text the client an invite" checkbox on the Import Existing Case modal now works for every CMS (Clio, Filevine, CasePeer, Neos, Smokeball, Salesforce, SmartAdvocate), not just MyCase. It defaults to your firm's auto-invite preference, the billing note only mentions a per-client charge when the next invite is actually billable, and an import blocked by billing shows a clear "needs a paid plan" state instead of a false "All tasks completed".

Invite a client once their case shows real activity

Instead of inviting at case creation or leaving it entirely up to you, Quilia can now send a client's app invite when their case shows genuine activity in your case-management system, so the invite lands when the case is actually moving. It is a per-firm option and stays off until you turn it on.

Reconnect an integration without leaving its page

A disconnected integration no longer bounces you out to Settings to reconnect. The integration page now shows an inline Reconnect banner right where you are, the OAuth button for Clio, MyCase, Smokeball, and CasePeer, or the credentials form for Filevine, Neos, SmartAdvocate, and Salesforce, and reconnecting returns you to the same page. A Filevine connection whose credentials are no longer valid is now flagged as expired, prompting a reconnect, instead of showing an opaque error.

A Smokeball task when a client finishes a task list

When a client completes a task list on a Smokeball-connected matter, Quilia can now create a task on the Smokeball matter so the firm sees it right where they work, mirroring the existing Clio task sync. The task is assigned to the matter's responsible staff, and the per-list toggle keeps it opt-in.

Video files show a preview thumbnail

Uploaded videos now generate a poster frame, so the Files grid shows a preview image with a play button instead of a blank tile. Existing videos are backfilled, so older uploads light up too.

Reliability and polish

CMS imports interrupted by a brief outage now recover on their own: cases that fail because a firm's case-management system is temporarily unreachable are retried automatically and re-driven once the connection returns, instead of being quietly set aside for a human and forgotten. Client-uploaded bills and photos no longer vanish from the mobile app when the categorizer labels them slightly differently, and previously mislabeled items were backfilled. Photos edited in place (a HEIC heal, an auto-rotate, a conversion to JPEG, or a regenerated thumbnail) now refresh immediately instead of serving a stale copy.

Quick find (Cmd+K) now lists only real clients, never firm staff, and a case page never renders a staff member as the client. When a firm's Clio subscription lapses, Quilia now tells them their subscription is past due and to update payment, the actual remedy, instead of a reconnect link that could not fix it. An integration's Staff-on-Case preview accepts the human case number you see throughout the app instead of requiring the CMS's internal id. Inactivity check-in reminders meant for the injured client no longer reach a delegate on the case, a MyCase staff member taken off a matter is now removed from the Quilia case, and a redirect triggered while a case is loading (for example being sent to sign in) now goes through instead of being surfaced as an error.

A few smaller touches round it out: the Cases table pins its column headers while you scroll, the Invited badge updates on its own without reloading the whole list, and a handful of import rough edges are gone (no invite to a staff member with no email, no double credential form on a disconnected Filevine, no false "no active subscription" during a Stripe hiccup, and no progress bar that reads 100% before the import is actually done).