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Salesforce integration in the Quilia client app

Salesforce Client Portal Integration

Quilia connects with your Salesforce org to improve the client experience while preserving your internal workflows. Automate treatment tracking, case updates, and client communication without adding manual effort.

See how Salesforce and Quilia work together to simplify client engagement.

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Upgrade Your Salesforce Client Experience

Most client portals fall short because clients forget to use them. With Quilia layered on Salesforce, clients receive reminders, automated updates, and a mobile-first experience that drives engagement.

Your clients stay involved. Your team spends less time chasing updates. Outcomes improve.

Automated Client Progress Tracking

Send clients reminders to log treatments, pain scores, and milestones. Boost compliance without extra admin work.

Integrated Scheduling and Appointments

Track appointments in one place. Sync provider info and add notes that update your case file automatically.

Modern Communication Experience

Move beyond email with secure messaging tools that feel like text. Every update is tied to the case.

All-in-One Case Management Add-On

Quilia fills the client experience gaps by handling treatment, communication, and uploads in one interface.

Quilia enhances the Salesforce experience from day one.

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.

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Salesforce FAQs

Common questions about using Quilia with Salesforce

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.