Filevine
7 articles
Support articles for Filevine integration with Quilia. Learn how to connect, configure, and optimize your Filevine + Quilia workflow.
Adding the Quilia Activity Log to Filevine
Import the Quilia section into your Filevine project type so every update your client makes in Quilia shows up as a row on their project: what happened, when, their own words, and the documents they uploaded.
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.
Add a Filevine Project ID to Your Case in Quilia
Learn how to add a Filevine project ID to your Quilia case for automatic synchronization. Find your project ID in the Filevine URL and link cases in 4 simple steps.
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.
Exporting Medical Providers from Filevine
To export medical providers in Filevine, open Report Builder and select Marketing List as the report type. Set up columns by adding necessary fields, apply a filter for Contact Type: Medical Provider, run the report, then save and export it for Excel.
Adding the “Invite to Quilia” Button to Filevine
This guide walks you through how to add an “Invite to Quilia” action button to your Filevine intake form. It covers where to find the Customs Editor, how to create a new widget, what settings to use, and how to confirm it’s set up correctly.
Adding and Inviting Clients from Filevine
Bring Filevine projects into Quilia and choose whether clients are invited on import, after work begins, at selected phases, or manually.
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