8am™ CasePeer
3 articles
Support articles for CasePeer integration with Quilia. Learn how to sync cases, automate client communication, and streamline your PI practice.
Enabling Document Sharing With Clients
Enable document sharing for your case-management integration so files your team adds to the Quilia folder appear in the right client's Quilia app.
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.
CasePeer + Quilia: Integration Guide
This guide shows you how to connect CasePeer with Quilia. You connect once from the Quilia Portal by logging in to CasePeer — no Zapier, no API keys. New cases then flow into Quilia automatically, and client activity from Quilia posts back to CasePeer as notes, photos, and documents.
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