Case Referrals Frequently Asked Questions

Once clients are onboarded, they’ll see a 'Refer a Case or Get Help' button inside your firm’s profile in the app. They just tap, fill in a few details, and it goes straight to your team.

Yes. Basic referrals go right to your firm by email, but we also support smart routing. Referrals can be sent to integration partners based on case type or jurisdiction.

Absolutely. Every referral is tracked in Quilia, so you can see who sent it, what type of case it is, and where it originated.

Yes. Quilia makes it easy to recognize and reward clients who send referrals, whether that’s with a handwritten note, a quick thank-you, or any follow-up your firm prefers.

They do—most clients want to refer, they just need a simple way. Quilia removes the friction and turns that goodwill into high-quality leads.