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Litify
2 articles
Support articles for Litify integration with Quilia. Salesforce-based case management integration guides and best practices.
Related Topics
Firms
SalesforceLitify
Add an "Invite to Quilia" button in Salesforce or Litify
Add a one-click "Invite to Quilia" button to your case or matter page layout in Salesforce or Litify. Staff click it, Quilia imports the case if needed and texts the client an invite — even with auto-invite off.
Client CommunicationCMS Integration
CMS Integration4/30/2026
Firms
LitifySalesforce
Salesforce or Litify Legal Integration Setup Guide
This guide details connecting Salesforce or Litify to Quilia via OAuth. You'll create a Salesforce External Client App, obtain the Consumer Key and Secret, and enter these credentials into Quilia for seamless integration.
CMS Integration11/12/2025
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