FileMaker Client Portal Integration
Keep your FileMaker case file as the record. Give clients a phone.
Firms running a custom FileMaker case database have usually built exactly the system they want, and have no client-facing layer to go with it. Quilia connects to your FileMaker solution and adds one: mobile onboarding, treatment tracking, document collection, and client messaging, without moving your case data anywhere.
See how Quilia handles client engagement for firms running FileMaker.
The whole case, not just the names
Importing a case from FileMaker brings across the detail that makes a client app useful on day one: the accident date, time and location, treating providers, insurance, injuries, employment and property damage. Medical visits arrive as appointments attached to the provider each visit was with, so a visit shows who it was with rather than floating unattributed.
Anything your client has already entered is left alone. The import fills gaps; it does not overwrite.
Guided Setup
A step-by-step connection flow walks through your server address and credentials, with its own settings page once the firm is linked.
Case-Wide Import
Bring clients in case-wide along with your case types and phases, so Quilia speaks your firm's vocabulary rather than a generic one.
Treatment Tracking
Clients keep appointments, providers, pain scores and recovery notes organized from their phone, in a structured workflow your staff can read at a glance.
Secure Invites
Invites open through a signed entry route, so a link cannot be replayed or tampered with, and an invite reaches only the client whose record is on screen.
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.
FileMaker FAQs
Common questions about using Quilia with FileMaker
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.