CasePacer Client Portal Integration
Connected through the CasePacer API. What clients send lands on the case.
Quilia connects to CasePacer through its API. Client updates post to the case as notes, uploads are filed in the case's Records folder with the right record type, and new CasePacer cases can come into Quilia on their own.
See how Quilia adds client texting and a client app to CasePacer.
Cases come in on their own, or from the page you are on
Turn on auto-import and new CasePacer cases arrive in Quilia without anyone retyping them. Or open a case in CasePacer with the Quilia browser extension installed and the panel recognizes it, matches it to the right Quilia case, and offers Open, Start Chat and Resend Invite without leaving the tab.
For a case Quilia does not have yet, one button imports it, read straight off the page: client, contact, phone, email, address, case title, phase, accident date, statute of limitations, attorney, paralegal, defendant and description. No tab handoff and no second screen.
Connected by API
CasePacer sets up an API user for your firm. Enter it in Quilia once, and cases, clients and the case team stay in sync.
Notes on the Case
What clients tell Quilia, by text or in the app, posts to the CasePacer case as a note your team reads where it already works.
Documents in Records
Client uploads are filed in the case's Records folder, named so your team can spot them, with police reports, medical records and bills under their CasePacer record type.
Import Without Retyping
New cases import on their own, or one click in the browser extension reads the case off the page and creates it in Quilia.
Transform Your Legal Practice with our Integration
- Automate treatment reminders and reduce administrative burdens.
- Schedule appointments and automate reminders to reduce no-shows.
- Facilitate seamless communication between legal teams and clients.
- Securely manage and sign documents online.
- Empower clients with self-service tools to manage their treatment and case progress.
CasePacer FAQs
Common questions about using Quilia with CasePacer
Does Quilia integrate with our case management system?
Yes. We integrate with Filevine, 8am MyCase, 8am CasePeer, and more. Client info flows directly into your system automatically—no double entry.
Do we have to manage a separate portal?
No. Quilia is the anti-portal. Traditional portals make your team do more work—Quilia does the opposite. Clients handle their own updates, and those updates flow into your CMS. No extra logins or systems to manage.
What if my CMS isn't listed?
We support custom setups through Zapier and API, and we're constantly expanding our integration list. If your CMS isn't listed, we'll work with you to make it happen.
How long does it take to set up an integration?
Most integrations can be set up in under 30 minutes. We handle the technical configuration, and you just need to connect your account. Some custom integrations may take a few days depending on complexity.
Do I need technical knowledge to set up integrations?
No. Our integrations are designed to be plug-and-play. We provide step-by-step guides and our team can help with setup if needed. Most firms are up and running the same day.
Can I use multiple case management systems with Quilia?
Yes. You can connect Quilia to multiple case management systems if your firm uses different platforms for different case types. Each integration works independently.
What happens if my case management system updates or changes?
We monitor all our integrations and update them automatically when case management systems release new versions. You don't need to do anything—the integration continues working seamlessly.
Is my data secure when syncing between systems?
Absolutely. All data transmission is encrypted using industry-standard security protocols. We maintain the same security standards as your case management system to ensure client confidentiality.
Can I customize what data syncs between Quilia and my CMS?
Yes. You can configure which types of data sync between systems. Most firms sync everything, but you can choose to sync only specific data types if preferred.
What if the integration stops working?
We monitor all integrations 24/7 and fix issues immediately. If something goes wrong, our team is notified automatically and resolves it quickly. You'll rarely notice any downtime.