All Case Management Systems
10 articles
Support articles applicable to all case management systems. General integration guides and best practices for any CMS.
Case Management Integration Feature Comparison
Compare Quilia case management integrations across auto-import, webhooks, polling, activity sync, document uploads, task creation, staff sync, and browser extension support.
Configuring the File Checklist
Configure the File Checklist in the Quilia Portal. Set which documents to request per case type, add custom names, and tell clients what to send.
How to Mark a Case as Closed
Learn how to close a case in the Quilia Portal from the cases list or Edit Case Details dialog. Includes what happens after closing and how to reopen.
How to Enable CaseChat Message Translations on the App
The Quilia app enables automatic translation of CaseChat messages to your preferred language, facilitating communication with your legal team. To enable translations, open the app's Settings, toggle on message translations, and set your preferred language to ensure accurate translations.
How to Enable CaseChat Message Translations in the Portal
Learn how to enable automatic message translations in CaseChat. When enabled, messages from clients are automatically translated to your preferred language, making multilingual communication seamless.
How to Add Insurance Information to a Client's Case
Learn how to add insurance company information to a client's case in the Quilia Portal. This quick guide walks through the Incident tab and Insurance sub-tab to help you track all relevant insurance details.
How to Add Insurance Information in the Quilia App
To add your insurance information in the Quilia app, navigate to the Case tab and tap the Insurance button. Follow the prompts to input your policy details, upload images of your insurance cards, and ensure your legal team has accurate records for your case.
Using the Quilia CaseConnect Extension
The Quilia CaseConnect browser extension brings Quilia functionality directly into your browser while you work in MyCase, Clio, Filevine, and other supported case management systems.
How to Create and Send Automated Phase Messages in Quilia
Learn how to write client-friendly messages for each phase and set up automated notifications in Quilia.
Adding Your Team Members
Step-by-step guide to adding team members and assigning appropriate roles in your firm's portal.
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