Skip to main content
Filevine integration in the Quilia app

Filevine Client Portal Integration

Turn Filevine into a client engagement powerhouse. Quilia handles client communication while Filevine manages your cases. Your clients get the attention they deserve without extra work from you.

See how Quilia transforms your Filevine workflow. Watch the demo!

Get Started
Filevine Video Thumbnail

Keep Clients Updated with Easy Notifications

Managing many cases is hard. Each case has its own problems. This leaves clients feeling lost about their case progress.

Clients often ask for updates. This adds to your team's workload. You want to keep clients informed at every stage without extra hassle.

With our Filevine integration, Quilia sends client updates automatically. Clients stay informed every step of the way. This helps clients and saves you time to focus on other important parts of your practice.

Keep clients on track by logging all case information including appointments, pain tracking, journaling, document uploads, and more.

“Working with Quilia has been a game-changer. Onboarding was a breeze, and their team's outstanding responsiveness and meticulous attention to detail ensure that nothing falls through the cracks. Their commitment to excellence has made our workflow significantly more efficient, giving us confidence in every client interaction.”

MonicaFilevine User

Smart Client Insights

Use Filevine's AI to get insights from client entries in the Quilia app. Every update, note, and piece of information gets analyzed. This gives you a complete understanding of your client's case.

Easy Appointment Scheduling

Set up doctor visits easily. Help clients remember their appointments. Link providers to patients. Track treatment progress in one place.

Easy Communication

Talk to clients safely and easily. Share information with your team quickly. Help cases finish faster with better communication.

Simple Case Management

Keep all your case papers in one place. Track how clients are doing. Store important documents. Find everything you need quickly.

While Filevine's portal helps firms manage client communications, Quilia focuses on sustained client engagement. We help your clients stay involved, informed, and compliant—without adding extra work for your team.

Quilia is not a replacement for Filevine's portal. It's a purpose-built client engagement tool designed to work alongside your case management system.

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.

Want a demo?

Send us your info and we'll contact you right away.

Select all that apply:

Filevine FAQs

Common questions about using Quilia with Filevine

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.

How does Quilia integrate with Filevine?

Quilia connects directly to Filevine. Client-submitted messages, documents, and form responses flow into your Filevine project in real time, mapped to the the activity feed and documents sections. No double entry is ever required.

How is Quilia different from VineConnect?

While both platforms enhance client communication, Quilia offers broader integration options, comprehensive automation, and a digital case manager that actively guides clients through their cases. VineConnect is limited to Filevine users only.

Can Quilia work with Filevine's project templates?

Yes. Quilia integrates seamlessly with Filevine's project structure and templates. Client data automatically populates the appropriate fields and sections based on your firm's Filevine configuration.

Does Quilia sync with Filevine's document management?

Absolutely. All documents uploaded through Quilia automatically sync to the correct Filevine project and are organized in the documents section. They're properly tagged and searchable within your Filevine system.

Can Quilia enhance Filevine's client portal experience?

Yes. While Filevine has a basic client portal, Quilia transforms it into an active engagement platform with automated reminders, treatment tracking, pain score logging, and mobile-first notifications—all happening automatically.

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.