Neos
3 articles
Support articles for Neos integration with Quilia. Learn to connect your Neos account and sync client data seamlessly.
Related Topics
Using the Quilia Case Connect Extension
The Quilia Case Connect browser extension brings Quilia functionality directly into your browser while you work in MyCase, Clio, Filevine, and other supported case management systems.
Neos + Quilia: Integration Guide
Integrate Neos with Quilia by entering your Neos Company ID in Quilia's settings. New cases appear instantly in Quilia, and client activity syncs back to Neos every 15 minutes, ensuring all updates and uploaded files are reflected in your Neos Documents.
Importing Existing Clients from Neos
You can import client cases from Neos into Quilia using just a Case ID. Follow the steps to ensure your clients' information is accurately synced, including logging in, entering the Case ID, verifying details, completing the import, and sending an invitation if needed.
Can't find what you're looking for? Our support team is here to assist you.