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Document Management

Every document. One place. Zero chaos.

Medical records scattered in emails. Bills arriving by mail. Photos lost in text threads. Sound familiar? Quilia brings every case document into one organized, searchable hub—automatically.

Document upload screen in Quilia client app

The Document Chaos Problem

Personal injury cases generate mountains of paperwork. Medical records, bills, insurance correspondence, photos, and more—all coming from different sources, in different formats, at different times.

Without a centralized system, documents end up:

  • Buried in email threads
  • Lost in text message conversations
  • Scattered across physical mailboxes
  • Forgotten on clients' phones
  • Misfiled or duplicated

This chaos costs time, creates liability, and ultimately hurts case outcomes. Quilia solves this by giving clients and attorneys a single, organized place for every document.

From Chaos to Clarity

Scattered Documents

Emails, texts, mail, phone

Client Uploads

One-tap from any device

AI Processes

Auto-categorize & extract

Organized & Searchable

Everything in one place

Instant Client Uploads

Clients can upload documents directly from their phone—anytime, anywhere. No more asking them to email files, mail papers, or bring documents to the office.

The Quilia app makes it simple: snap a photo, select files, or upload directly from their device. Documents sync instantly to their case file, organized and ready for review.

  • Photo capture: Snap pictures of bills, records, or injury photos
  • File upload: Send PDFs, images, and documents from any app
  • Instant sync: Documents appear in the case file immediately
  • Automatic organization: Files are categorized and easy to find
Client uploading documents through Quilia app

AI-Powered Processing

Quilia doesn't just store documents—it understands them. Our AI automatically categorizes uploads, extracts key details from medical records and bills, and organizes everything chronologically. No manual data entry required.

Everything Organized, Everything Searchable

Every document uploaded to Quilia is automatically organized into a clear folder structure. Medical records, bills, correspondence, photos—each type has its place, and everything is searchable.

Document Categories

  • Medical Records: Treatment notes, imaging reports, physician letters
  • Bills & Expenses: Medical bills, pharmacy receipts, out-of-pocket costs
  • Photos & Evidence: Injury photos, accident scene images, property damage
  • Insurance Documents: Policies, correspondence, claims paperwork
  • Legal Documents: Signed forms, authorizations, case correspondence

Need to find a specific document? Full-text search lets you locate files by content, date, category, or custom tags. No more digging through folders or scrolling through endless lists.

Everything Syncs to Your CMS

Documents don't stay siloed in Quilia. Everything your clients upload automatically syncs back to your existing case management system—no manual transfers, no duplicate entry.

Whether you use Clio, Filevine, MyCase, Neos, SmartAdvocate, or CasePeer, Quilia integrates directly. Documents appear in your CMS organized and ready for your team to access.

  • Automatic sync: Documents flow to your CMS without manual work
  • Two-way integration: Keep everything in sync across systems
  • No workflow changes: Continue using your existing tools
  • All major CMS supported: Clio, Filevine, MyCase, and more

Secure and Compliant

Case documents contain sensitive information—medical records, financial details, personal data. Quilia protects every file with enterprise-grade security and full HIPAA compliance.

All documents are encrypted in transit and at rest. Access is controlled by role-based permissions, ensuring only authorized team members can view sensitive files. Complete audit trails track every upload, view, and download.

  • End-to-end encryption: Documents protected at every step
  • HIPAA compliant: Meets healthcare privacy requirements
  • Role-based access: Control who can view each document
  • Audit trails: Complete history of document activity

Why Centralized Documents Matter

Document management isn't just about organization—it directly impacts case outcomes. When every document is centralized and accessible, your team can:

Build Stronger Cases

Complete documentation tells a compelling story. When medical records, bills, and photos are organized chronologically, you can demonstrate the full impact of an injury. Nothing gets overlooked, nothing gets lost.

Save Hours Every Week

Stop chasing documents. Stop asking clients to resend files. Stop digging through emails. Quilia's centralized system means everything you need is one click away.

Reduce Liability

Lost documents create problems. Misfiled records cause delays. With Quilia, every document is tracked, organized, and backed up—reducing the risk of critical files falling through the cracks.

Improve Client Experience

Clients appreciate simplicity. Instead of juggling emails, texts, and mail, they have one app where they can upload everything. This convenience leads to better compliance and more complete case files.