Messaging & Notifications Frequently Asked Questions

Yes. If you update a case phase in your CMS, Quilia automatically sends the related phase message to every connected client.

Nope, just a text message with a magic link. That's all they need to get started.

Quilia primarily uses push notifications through the mobile app to communicate with clients. We also send text messages as a fallback for clients who don't have the app installed or have notifications disabled. This ensures clients always receive important updates about their case.

Yes. We send strategic reminders for things like medical appointments and even confirm if they went, so your staff doesn't have to chase them down.

Yes. We call them "requests." You can ask for documents, info, or anything else, and they'll see it as a to-do in the app.

You'll get a notification in our Chrome extension or an email. Some CMS setups can also assign it directly to your team.

Yes. You can delete it from the dashboard and the client won't be able to see it anymore.

Yes. Phase messages are queued to send the following morning. That gives you time to make edits or changes without sending multiple alerts.

Yes. You can set up routing so responses go to the right person based on team roles in your CMS or dashboard.

Yes. Unread phase messages are clearly visible in your dashboard reporting.

Whenever a case phase changes in your CMS, Quilia automatically sends a prewritten message to the client. No extra typing, no manual push required.

Yes. Updates are delivered instantly, so clients always know where their case stands without having to call your office.

Big time. Automated updates cut down on repetitive check-ins, freeing up your team’s time while keeping clients in the loop.

They’re solid and definitely useful—clients love staying in the loop without needing to call your office. But we don’t stop there. Case phases don’t change every day, so Quilia focuses on something even bigger: capturing client data in real time and delivering it to attorneys when it matters most. Automated updates are part of the package, not the whole story.

Hona and Case Status lean heavily on phase-change notifications. Quilia includes those too, but we treat them as just one piece of the puzzle. Our messaging is tied into client data collection and case progress, so attorneys get updates that actually move the case forward—not just alerts for the sake of alerts. See our detailed comparisons at /compare/

Phase notifications are helpful, but they don’t change often enough to drive real engagement on their own. Quilia goes further by combining automated updates with treatment tracking, requests, and real-time client data. That way clients stay informed and attorneys get actionable info that improves outcomes.