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SmartAdvocate integration in the Quilia app

SmartAdvocate Client Portal Integration

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

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How Quilia Works with SmartAdvocate

Most law firms use case management systems like SmartAdvocate. Quilia connects to your system and sends updates to clients automatically.

Clients can track their case progress and learn about legal processes. This helps your firm work better and keeps clients happy.

Easy Messaging

Talk to clients easily. Share documents and have discussions right in the app. Keep communication flowing between your team and clients.

Team Tools

Help your team work together better. Keep everyone informed on every case detail. Make case coordination easy.

Case Timeline & Education

Show clients their case journey. Give them access to helpful resources. Help them understand the process every step of the way.

Get Client Reviews

Get more positive client reviews. Build your reputation through happy client experiences.

Custom Branding

Make the client portal look like your law firm. Create a professional experience that shows your firm's identity.

Easy Case Updates

Save your team time on manual tasks. Keep clients informed at every stage. Help them understand case progress and trust your firm.

SmartAdvocate Works Better with Quilia

Quilia makes SmartAdvocate work better. It improves communication and makes clients happier. This integration sends case updates automatically and uses SmartAdvocate's case management features.

Custom Case Management

Make case management work for your firm. Use SmartAdvocate's tools with Quilia's client engagement features.

Easy Workflows

Make operations easier with automated actions. Send reminders to staff and clients. Manage documents easily.

Safe Client Access

Let clients safely access their case information. Upload documents directly. Stay informed throughout their case.

Mobile Access

Access cases from anywhere with mobile apps. Use easy intake forms. Get remote access for modern law firms.

See how Quilia makes SmartAdvocate work better. Improve communication and make clients happier.

This integration sends case updates automatically and uses SmartAdvocate's case management features. Get a complete client portal solution for modern law firms.

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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SmartAdvocate FAQs

Common questions about using Quilia with SmartAdvocate

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.

How does Quilia integrate with SmartAdvocate?

Quilia connects with SmartAdvocate to automate client communication, case updates, and treatment tracking. All client data flows directly into your SmartAdvocate case files automatically.

Can Quilia enhance SmartAdvocate's client portal?

Yes. While SmartAdvocate has basic client communication features, Quilia adds automated treatment tracking, pain score logging, appointment reminders, and mobile-first engagement for better client outcomes.