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CaseChat Frequently Asked Questions

FAQs about CaseChat, Quilia's AI-powered case assistant that helps attorneys get instant answers about their cases.

5 questions

Can our team keep texting clients?

Yes. Add Quilia's number to a group text with the client and everyone keeps texting from their own phone. The whole thread, photos included, is saved to the client's case and exported to your CMS. Clients in the thread see the number each teammate texts from, the same as any group text.

Can clients message us in the Quilia app instead?

Yes, when replies in CaseChat are on. You choose that for the whole firm or client by client. With replies on, clients message your team from the app and your team answers from the portal, the attorney app or the browser extension. With replies off, the thread still shows everything texted to the case.

How does our team see CaseChat?

Every thread is in the portal on the client's case. With replies on, your team can also answer from the attorney side of the Quilia app or the CaseConnect browser extension for Chrome, Edge and Firefox.

Does CaseChat use AI?

CaseChat conversations are part of the case memory ℚ works from, so ℚ knows what the client and your team have already discussed. Photos and documents sent in the thread are read and filed like any other upload.

Is CaseChat secure?

Yes. Conversations are stored with the rest of the case file under the same HIPAA safeguards and are only available to your firm's team. In the app, clients never see staff phone numbers. In a group text, everyone sees the numbers in the thread, as with any text message.

Want to learn more?

Learn More About CaseChat

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