Automations, Your Firm Run From an AI Assistant, and Symptom Tracking

Twelve portal releases (2026.7.26 through 2026.8.7) and two over-the-air updates to the client app. The big one is automations.

Automations

An automation is a rule you build once and leave running. It answers three questions, in the order you would say them out loud.

Who it goes to. An audience, described rather than picked. You set conditions (case status is closed, case type is motor vehicle collision) and a panel shows how many clients that currently describes while you build it. You can also just type what you want in plain English and let it draft the conditions for you. Only the rules are stored, so clients join and leave on their own as their cases move. An audience never goes stale the way a hand-picked list does.

When it fires. A date plus an offset, across five triggers: the case opened, the case closed, the client was invited, the case last changed phase, and the client's birthday. It reads as a sentence, Send 9 months after the case opened, it goes out at an hour you pick in each client's own timezone, and it can repeat on that same interval. A date already in the past counts as missed and that client is skipped, so switching an automation on never messages your back catalog.

What it does. An open list of actions. Today: send a message, ask for feedback, or send a form. A message carries a body per language, with a tab per translation you can edit directly. A feedback ask can request an NPS score and, if the client comes back a promoter, ask them for a Google review.

Two controls for the moment you point one at real clients. Pause holds the queue and tells you how many sends are in it before you confirm. Stop cancels everything scheduled, leaving what has already gone out alone.

Set up and run your firm from an AI assistant

The Quilia assistant connector could only read. Now it can write, which means setup is a conversation instead of a form: your firm's name, address, hours, offices, FAQs, brand colors, logo, invite templates and client alert banner can all be filled in by answering questions.

Setup is just the way in. Once connected, you can ask about cases, look up clients, invite them, and send messages from whichever assistant you already use. It is offered on the first onboarding screen, again when you finish, permanently under Settings, API, and on the dashboard until you dismiss it.

You can also tell us when it gets something wrong. Most assistant bugs are confident wrong answers rather than errors, so a person noticing is the only detector there is. A report becomes a ticket with the technical detail already filled in, and a guard rejects anything carrying a client's contact details.

Symptom tracking

Clients now keep a roster of what they are living with, on the Health tab of the app, each symptom showing when it started and a switch to mark it resolved. The health check-in asks about that roster rather than a blank grid, and a quiet day never resolves anything, because an intermittent symptom is not gone.

Your side is a Symptoms tab on the case, and it leads with the interval rather than the list:

numbness, reported 4 March, still ongoing 173 days later

Ongoing symptoms sort first, then longest running. It works on day one: 2,738 symptoms across 472 clients were seeded from existing check-in history.

Firms can shape the list itself. From Settings, Symptoms, hide the Quilia symptoms that do not fit your cases, add your own, or upload a PDF or CSV checklist you already use and review what was found before accepting any of it. Hiding only governs what clients can add, never what they have already reported. That editor is off for every firm until you switch on Custom Symptoms.

Reliability and polish

• Deactivate a client. Cuts app access and stops every text, email, push and automation, without deleting the case file. One click puts it back.
• Repeating messages can end. Never, on a date, or after a number of sends.
• Automatic NPS can ask promoters for a review. Opt in from the cadence box on your Reputation page.
• Check-in asks repeat until answered, capped at three, and a dismissal now sticks. The police report, insurance and appointment asks were reworded or narrowed after an audit of 3,477 asks.
• Task-list reminders stop after 21 days, and the cadence screen shows how many reminders you will actually get.
• The Active Cases group no longer stops at 1,000 clients.
• Email is a full invite channel. The invite modal has Text message and Email checkboxes, automated invites send by email, and clients with only an email stop landing in Failed Imports.
• Clients invited by email can add a phone for login from a card on the app's home tab.
• Signing up with an email that already has an account says so instead of sending you to a confirmation that never arrives.
• Signing in is faster for everyone, including the mobile app.
• A firm whose real-time sync has silently died is caught the same day. One sat broken for four months across 34 all-green reports.
• A connection test no longer calls itself dead on one bad call.
• Turning off case import asks first, since it silently stops new cases while existing ones keep syncing.
• No more doubled-up texts on appointment reminders, appointments added for you, and feedback requests.
• Reminders queued before a case closed no longer fire after it closes.
• No texts to clients with no phone number. 611 clients were in that state.
• The daily digest gives each case its own card, and you can mute one case instead of the whole email.
• Client activity reaches your webhooks at all. 12,817 events in 30 days had been dropped silently.
• Firm logos render consistently in the app, including dark mode.
• A client whose firm access ended sees an explanation, not an error.
• Staff come back with real names in the assistant instead of "Unknown," and lookups no longer cap at 10 results.
• The provider directory no longer fails on every authenticated page load.