Neostella Client Portal Integration
Keep clients moving while Neostella manages the case file.
Neostella gives law firms a configurable case management platform. Quilia adds the client-facing layer around it: mobile onboarding, treatment tracking, document collection, and secure client communication that can flow back to the case record.
See how Quilia can support client engagement for Neostella firms.
Add client engagement to your Neostella workflow
Quilia is built for the moments clients usually forget: intake details, treatment updates, missing documents, and questions that stall a case. Neostella remains the case management system while Quilia gives clients a simple place to respond from their phone.
Client Updates
Prompt clients for status updates, treatment activity, and missing details before staff have to chase them manually.
Treatment Tracking
Help clients keep appointments, providers, pain scores, and recovery notes organized in a structured mobile workflow.
Secure Messaging
Give clients a familiar messaging experience while keeping case communication organized for the firm.
Configurable Sync
Quilia's Neostella integration is designed for tenant-specific mappings, so project, contact, task, note, and document workflows can follow the firm's configuration.
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.
Neostella FAQs
Common questions about using Quilia with Neostella
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.