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Salesforce Legal Integration Setup Guide
To connect Salesforce to Quilia, create a Quilia External Client App in Salesforce and obtain the Consumer Key and Consumer Secret. Enter these values and your Salesforce login URL into Quilia, ensuring you have admin access for both platforms.
Neos + Quilia: Integration Guide
Integrate Neos with Quilia by entering your Neos Company ID in Quilia's settings. New cases appear instantly in Quilia, and client activity syncs back to Neos every 15 minutes, ensuring all updates and uploaded files are reflected in your Neos Documents.
Clio + Quilia: Integration Guide
To integrate Clio with Quilia, click Connect in Quilia and sign in to Clio—no extra setup is required. New matters sync instantly, client activities are logged back to Clio every 15 minutes, and all files from Quilia will appear in Clio Documents.
CasePeer + Quilia: Integration Guide
This guide shows you how to connect CasePeer with Quilia and set up the sync. You’ll connect CasePeer in Quilia, enable the CasePeer code, and create one simple automation so new cases land in Quilia. Client activity from Quilia then shows up in CasePeer as notes and file uploads to Photos.
Adding an Appointment for a Client
Adding appointments in Quilia ensures clients see them instantly in their app, helping to reduce missed appointments. Simply log in, access the client profile, navigate to the Appointments tab, add the details, and create the appointment; the client will receive it automatically.
Case Journal Tab
The Case Journal Tab is a private space for you to document how your injuries affect daily life, with everything you write becoming part of your case record. Regular updates about everyday challenges and activities you miss strengthen your case by providing your attorney with a clearer picture of your quality of life changes.
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