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 CaseConnect browser extension puts Quilia next to your case management system, so you can message clients, add appointments and providers, and import cases without leaving Filevine, Clio, MyCase and other supported systems.
CasePeer + Quilia: Integration Guide
Connect CasePeer directly to Quilia, map case types, choose when clients are invited, and understand the scheduled case, activity, and document sync.
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