Clio
4 articles
Support articles for Clio integration with Quilia. Step-by-step guides for connecting Clio to Quilia and maximizing your practice management.
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.
Connecting Clio to Quilia
Connect Clio to Quilia, authorize access, configure practice area mappings and client invitations, and test the integration with an existing matter.
Clio + Quilia: Integration Guide
Connect Clio to Quilia, map practice areas, choose when clients are invited, and understand how matters, activity, and documents sync.
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