Case Referrals Made Simple

When your clients love your firm, they'll want to send friends and family your way. Quilia makes that easy — and trackable.

Quilia's case referral form on a mobile device

Refer a Case in Seconds

Once a client is onboarded in the Quilia app, they'll see a button on your firm's contact screen labeled 'Refer a Case or Get Help.' When they tap it, they can refer a friend or start a new case for themselves. It's quick, easy, and doesn't require any extra logins or steps.

Case referral settings in the Quilia app

Smart Routing, Flexible Delivery

Submissions go straight to your firm by email. For more advanced workflows, referrals can be routed to an integration partner with routing based on case type and jurisdiction.

Integration Partner

Track Every Referral

Traditionally, it was nearly impossible to track how referred cases came in. Now, each case submission is tied directly to the referring client — so you know who sent it, what type of case it is, and where it originated.

Say Thanks the Right Way

Quilia gives your firm the option to recognize and thank clients who refer others. You can track who referred a case and send appropriate appreciation — like a handwritten note or a thoughtful follow-up.

Turn Your Best Clients into Your Best Marketers

Word-of-mouth is powerful, but it's often left to chance. By giving your clients a simple, built-in way to refer, you can transform your happiest clients into a reliable marketing channel.

  • Most clients want to refer — they just need a simple way to do it.
  • Without a clear path, firms lose out on high-quality leads.
  • Quilia makes it easy to activate word-of-mouth, build goodwill, and grow your caseload organically.

Want to See It in Action?

This is one of those features that clicks when you see it live. Let's walk you through how it works.