All Case Management Systems
34 articles
Support articles applicable to all case management systems. General integration guides and best practices for any CMS.
Saving client uploads to cloud storage
Connect Dropbox, Google Drive, or SharePoint to automatically save files your clients upload to their case folder.
API Keys and Webhooks
Manage API keys and set up webhooks to connect Quilia to custom firm systems.
Custom Symptoms
Learn how to enable and manage custom symptom tracking for your clients, including bulk imports and per-case-type lists.
Ask a Question
What the Ask a Question switch does, what your clients see in the Quilia app, and who at your firm gets their question.
AttorneyShare Referrals
Sign up for AttorneyShare from Quilia, connect it with your API key, and choose the practice areas and jurisdictions you take referrals for.
Billing and Your Plan
View your firm subscription plan, manage billing options, and understand how Quilia counts clients.
CaseChat Settings
What each CaseChat switch on Settings → Features does, including Replies in CaseChat, Group Threads, Log Export and Per-Message Export.
Connecting a Calendly Calendar
Connect your firm calendar so clients can book appointments without leaving the Quilia app.
How to Delete a Case
Permanently delete a case from the Quilia Portal, and when to close it instead.
Importing Minors and Their Parents
Give each child in a case their own case in Quilia, with a parent on the case who has access and receives the invitations.
Mapping CMS Fields and Contact Types
Learn how to configure mapping between your CMS fields, case types, and contact types to ensure the right data imports into Quilia.
Organization Profile and Branding
Configure how your firm name, icon, logo, and colors appear for clients in the Quilia app.
Providers and Keeping Provider Information Accurate
Where Quilia's provider information comes from, everything Quilia does automatically to keep it accurate and current, and how your firm can review and fix it.
See What Your Clients See
Learn how to use the sample client to preview the Quilia mobile app experience safely.
Signup Link and Signup Requests
Share one link that lets a prospective client ask your firm to set them up in Quilia, then review each request and create the client when you are ready.
Unmapped Case Types and the Default Case Type
What happens to a case whose type in your case management system is not mapped to a Quilia case type, and how the Default case type gives it a fallback.
Mapping CMS Offices to Quilia Locations
Learn how to route imported cases to the right Quilia location based on the office in Clio, Neos, or Filevine.
CreoRx + Quilia: Prescription Cards for Your Clients
How your firm connects CreoRx to Quilia, sends prescription card requests, lets clients request a card, and tracks active cards and filled prescriptions.
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 or reopen a case from the Edit Case Details dialog in the Quilia Portal.
CMS Integration Settings Explained
What each setting in the Settings section of your CMS integration page does, and which case management systems show it.
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.
Onboarding New Clients with Quilia
Follow a repeatable client onboarding workflow from case import and invitation through the client's first successful action in Quilia.
Quilia Firm Setup Checklist
Set up your Quilia organization, connect your case management system, configure client access, and test the complete client experience before launch.
Understanding Automatic Case Import and Client Invitations
Understand how cases enter Quilia and choose whether clients are invited on import, after work begins, or at selected case phases.
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
How to add, edit and deactivate team members in Quilia, choose their role, put them on every case, and read the integration logos that show who is linked to your case management system.
Uber Rides for Clients
Learn how to connect Uber to Quilia, enable client ride requests, and set limits on estimated fares.
Case Type Settings
Configure how different types of cases are handled, what information is collected, and what features clients can access.
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