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Zapier integration in the Quilia app

Law Firm Zapier Automations for Client Portal

Seamlessly integrate Quilia with Zapier to automate client information flow across various platforms using
ClientSync by Quilia!

Case Management Software Integrations with Zapier

Here are some of the case management software platforms that integrate with Zapier, allowing you to connect Quilia with your favorite tools:

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Ensure Consistent Client Contact with Automated Reminders

What if instead you were able to ask your client why they haven't sent you any information in the past 30 days? Managing a large caseload can be overwhelming, and each case brings its own set of complexities. This often leaves clients feeling lost and unsure about the progress of their case.

Quilia's integration with Zapier, now called ClientSync by Quilia, focuses on automating data collection and reminders, ensuring that clients stay on track with their treatment plans without the need for constant attorney prompting. This not only enhances the client experience but also frees up your time to focus on other critical aspects of their case.

Examples of Powerful Zaps
You Can Create

With ClientSync by Quilia and Zapier, you can create automated workflows that save time and enhance efficiency. Here are some examples of what you can do:

Automatic Client Updates

Client adds information in Quilia, sends an automatic text message or email update.

New Client Onboarding

New client added to a Google Sheet, triggers an invitation to the Quilia app.

Task Synchronization

Client status updated in Quilia, automatically updates a task in your project management tool.

Appointment Management

New appointment booked in Quilia, adds it to your calendar and sends a confirmation email to the client.

Treatment Milestone Tracking

Client completes a treatment milestone, sends a notification to your team and updates the case status in your CRM.

Document Automation

When new documents are uploaded to Quilia, automatically sync them to your document management system.

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Use Zaps for Easy Automation

Explore these pre-built Zaps that can help you get started with ClientSync by Quilia. Click on any Zap to start automating!

Zapier FAQs

Common questions about using Quilia with Zapier

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 work with Zapier?

Quilia integrates with Zapier to create automated workflows between Quilia and hundreds of other apps. This allows you to connect Quilia to case management systems that don't have direct integrations.

What Zapier integrations are available for Quilia?

Quilia works with Zapier to connect to popular case management systems, CRM platforms, email marketing tools, and more. You can create custom workflows to automate data flow between Quilia and your existing tools.