Foundation AI Integration for Law Firms
Every document your clients send, filed where it belongs
Quilia collects the documents your clients send from their phones. Foundation AI names each one and files it in the right place in your case management system, so nobody on your team has to sort them by hand.
The client sends it once. It lands where your team looks for it.
How Does Quilia Work With Foundation AI?
Clients send a steady stream of documents: photos of bills, insurance cards, letters and forms, usually snapped on a phone and named something like IMG_4411. Without help, someone at the firm opens each one, figures out what it is and moves it into the right folder.
With Foundation AI connected, every document a client uploads in Quilia goes straight to Foundation AI, which names it and files it on the case in your case management system. Your team still gets the same activity note on the case and the same summary email, so you always know what came in.
If a document ever can't be filed, it still reaches your firm: it lands in the case's Quilia folder, just as it does without Foundation AI. Nothing a client sends gets lost.
The integration is available today for firms on Filevine. A firm admin turns on Foundation AI in Settings > Integrations in Quilia and enters the credentials Foundation AI provides.
What Do You Get With Quilia and Foundation AI?
Documents From the Client
Clients upload from their phone in Quilia, any time, without emailing the office or coming in.
Named and Filed for You
Foundation AI names each document and files it in the right place on the case, instead of a folder someone has to sort.
You Still Know What Came In
The activity note on the case and your team's summary email work exactly as they do today.
Nothing Falls Through
Anything that can't be filed still lands in the case's Quilia folder, so your firm always gets it.
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.
Your clients send it. Foundation AI files it. Your team works the case.
Already a Foundation AI customer on Filevine? Request a demo to see how the two work together.
Foundation AI FAQs
Common questions about using Quilia with Foundation AI
How do we connect Foundation AI to Quilia?
A firm admin turns on Foundation AI in Settings > Integrations in Quilia and enters the credentials Foundation AI provides for your firm. From then on, documents your clients upload in Quilia go to Foundation AI to be filed.
Which case management systems does it work with?
Filevine today. Documents are filed on the Filevine project the client’s Quilia case is connected to.
What if a document can’t be filed?
It still reaches your firm. Quilia puts it in the case’s Quilia folder in Filevine, the same place documents go without Foundation AI.
Will we still know when a client sends a document?
Yes. The activity note on the case and your team’s session summary email work the same as they do today.