If someone helps you with your case, such as a spouse, an adult child, a caregiver, or the person who holds your power of attorney, you can give them their own access in the Quilia app. Quilia calls these people delegates. Each delegate signs in with their own phone number, so you never need to share your login.
Before You Start
- You need to be the client on the case. Delegates cannot add other delegates, and the Delegates option does not appear for them.
- Delegates belong to one case. If you have more than one case, open the case you want to share first (use Switch Case in App Settings if you need to).
- Have the person's name and mobile phone number ready. Their email is optional.
Step 1: Open App Settings
From the home screen, tap your profile picture in the top right corner.
On your profile page, tap the gear icon in the top right corner to open App Settings.
Step 2: Open Delegates
Scroll down to the Account section and tap Delegates (People who can see or help with your case).
The Delegates screen names the case at the top, for example For your Trusts & Estates case, and lists everyone who already has access, along with what each person can do.
Step 3: Add a Delegate
Tap Add Delegate, then fill in the form:
- Name: the person's full name.
- Phone: their mobile number. This is what they use to sign in.
- Email (optional): their email address, if you have it.
- Access: choose what they can do (see below).
- Role (optional): pick how they are related to you, such as Spouse, Parent, Power of Attorney, Executor, or Successor Trustee. Choose Other to type your own. The role is only a label that helps your legal team know who this person is. It does not change what they can do.
Tap Add Delegate to save. You will see Delegate added, and Quilia sends them a text message with a link to download the app and sign in.
Choosing Access: View Only or Collaborator
View only lets them see your case, but they can't send, upload, or sign anything. This is a good fit for someone who wants to stay informed, such as a family member who checks in on your progress.
Collaborator lets them message your firm, upload documents, and sign for you. Choose this for someone who actively helps manage your case, such as a spouse or the person who holds your power of attorney. Anything a collaborator adds to your case is marked as added by them, so your legal team can always tell who did what.
Only give Collaborator access to someone you fully trust, since they can sign documents on your behalf.
Removing a Delegate
Open Delegates, tap Remove next to the person's name, and confirm. They lose access to your case right away. Anything they already added stays on your case.
If Someone Shows "Waiting for your attorney"
Your law firm can also manage delegates. Sometimes a firm adds a person, such as an executor or successor trustee, who should not have access until a certain point. Until the firm turns their access on, that person shows as Waiting for your attorney on your Delegates screen. Contact your legal team if you have questions about it.
Troubleshooting
I don't see Delegates in App Settings. Only the client on the case can manage delegates. If you were added to someone else's case as a delegate, the option does not appear for you. Also check that the case you want is the one currently open.
I see an error about the phone number. You can add someone who already uses Quilia. If that phone number already has a Quilia account, the name you enter has to match the name on it. Use their full first and last name as it appears on their account, for example Robert Ross rather than Bob Ross. If the name and number are right and it still doesn't work, contact your legal team.
They didn't get a text. Make sure the number is a mobile number that can receive texts. They can also download the Quilia app and sign in with that phone number directly.