Support for Law Firms
Portal setup, CMS integrations, and troubleshooting guides for legal professionals
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Getting Started with MyCase Integration
You've successfully connected MyCase to Quilia - now what? Learn how the integration works, including automatic case sync, client activity flowing back to MyCase notes, and document uploads to the Quilia folder.
Using CaseChat for Real-Time Client Conversations
Master CaseChat, Quilia's real-time messaging feature that lets you have instant conversations with clients about their cases. Learn best practices for responsive, efficient communication.
Creating Effective Case Status Update Templates
Build templates for common case milestones to maintain consistent client communication.
How to Review Your Client's Pain Logs
Pain logs are powerful evidence. Learn where to find them, how to interpret the data, and how to use them in your case.
Using Internal Notes for Your Team
Learn how to use internal notes to share observations, reminders, and context with your team - without clients ever seeing them.
MyCase Integration Settings Guide
This guide covers the advanced configuration options for your MyCase integration with Quilia, including case type mapping, phase configuration, note modes, webhooks, and troubleshooting.
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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.
Handling Difficult Client Conversations
Navigate challenging communications like bad news, unrealistic expectations, and client frustration.
Building Client Trust Through Communication
Communication strategies that build lasting trust and generate referrals.
Requesting Police Reports from Clients
Guide clients through obtaining and sharing police reports for their personal injury case.
Explaining Medical Bills to Clients
Help clients understand their medical bills and how they affect their settlement.
What to Share During Negotiations
Keep clients informed and confident during the back-and-forth of settlement negotiations.
What to Share Pre-Demand Letter
Prepare clients for the demand phase with clear communication about what comes next.
What to Share During Active Treatment
Keep clients engaged and documenting during the critical treatment phase of their case.
What to Share During Case Intake
Essential communications for the first 48 hours after signing a new personal injury client.
How Long Should Case Updates Be
Find the right length for case updates that inform without overwhelming.
Can I Text My Clients Instead of Using the App
Understand why in-app messaging is preferred over regular texting for legal communications.
Celebrating Case Milestones with Clients
Acknowledge progress to keep clients engaged and positive throughout their case journey.
Onboarding New Clients with Quilia
Create a smooth onboarding experience that sets clients up for success with the Quilia app.
Following Up on Unanswered Messages
Get responses from unresponsive clients without damaging the relationship.
Communicating Delays to Clients
Handle case delays professionally while maintaining client trust and managing expectations.
Managing Multiple Client Conversations
Stay organized and responsive when handling communications with many clients at once.
Creating Message Templates for Common Scenarios
Save time with reusable message templates for frequent client communication scenarios.
When to Use CaseChat vs Scheduled Messages
Choose the right communication channel for each situation to maximize client engagement.
Writing Effective Subject Lines
Craft subject lines that get opened and help clients find important messages later.
How Often Should You Contact Clients
Find the right balance between keeping clients informed and overwhelming them with messages.
Best Times to Message Personal Injury Clients
Optimize your client communication by sending messages at times when they're most likely to engage.
Explaining Settlement Offers to Clients
Communicate settlement offers clearly and help clients make informed decisions about their case.
Sending Case Status Updates to Clients
Keep clients informed about their case progress with clear, professional status updates.
Guiding Clients to Upload Accident Photos
Instruct clients on what accident photos to capture and how to upload them through the Quilia app.
Encouraging Clients to Document Pain Levels
Help clients understand why daily pain tracking matters and how to do it effectively in the Quilia app.
Requesting Medical Records from Clients
Guide clients through providing medical records and authorizations efficiently using Quilia messaging.
Asking Clients for Treatment Updates
Learn effective ways to request treatment updates from your personal injury clients without being intrusive.
Setting Up Automated Welcome Messages
Configure personalized welcome messages that automatically greet new clients when they join the Quilia app. Make a great first impression with every new case.
Composing and Scheduling Messages to Clients
Learn how to compose personalized messages to your clients and schedule them for optimal delivery times. Master the art of proactive client communication.
Salesforce Legal Integration Setup Guide
To connect Salesforce to Quilia, create a Quilia External Client App in Salesforce and obtain the Consumer Key and Consumer Secret. Enter these values and your Salesforce login URL into Quilia, ensuring you have admin access for both platforms.
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.
Clio + Quilia: Integration Guide
To integrate Clio with Quilia, click Connect in Quilia and sign in to Clio—no extra setup is required. New matters sync instantly, client activities are logged back to Clio every 15 minutes, and all files from Quilia will appear in Clio Documents.
CasePeer + Quilia: Integration Guide
This guide shows you how to connect CasePeer with Quilia and set up the sync. You’ll connect CasePeer in Quilia, enable the CasePeer code, and create one simple automation so new cases land in Quilia. Client activity from Quilia then shows up in CasePeer as notes and file uploads to Photos.
Adding an Appointment for a Client
Adding appointments in Quilia ensures clients see them instantly in their app, helping to reduce missed appointments. Simply log in, access the client profile, navigate to the Appointments tab, add the details, and create the appointment; the client will receive it automatically.
Guide for Legal Staff
The Quilia app enhances client engagement and keeps your firm updated with accurate case information. This guide details how legal staff can monitor client status, encourage app use, and leverage automated tools to optimize case documentation and outcomes.
Adding Your First Client
Before adding clients to Quilia, set up integration with your case management system to keep client data synchronized and avoid duplicates. If no integration is available, you can manually add clients but remember that this will not sync back to your case management software.
Adding Your Preferred Provider List
The Provider List in Quilia serves as your firm's curated directory of trusted medical providers, ensuring clients access accurate options for care. Adding providers streamlines the process, reduces reliance on external sources, and helps maintain organized, reliable documentation for your cases.
Recommended Case Phases & Suggested Client Messages
In Quilia, firms automate client messaging through case phase updates in their case management system, ensuring clients receive timely notifications without manual intervention. Proper setup of case phases in systems like Clio or Filevine is essential for utilizing this feature effectively.
Onboarding Checklist
To ensure a smooth onboarding with Quilia, follow this checklist: create your account, set up integrations with systems like Filevine, map case types, configure automated phase messaging, build your provider Rolodex, and train your team on using Quilia effectively. Start inviting clients to the app early for optimal engagement.
Connecting CASEpeer to Quilia via Zapier
To connect CASEpeer to Quilia via Zapier, you need your CASEpeer API key. Enable Zapier in your Account Settings, copy the API key, and provide it to Quilia to complete the integration.
Intake Checklist: Getting Clients on Quilia Early
Onboarding clients to Quilia during the first intake call maximizes efficiency and data accuracy. By guiding clients to download the app immediately, you streamline information entry and enhance their experience, ensuring they have access to updates and communication from the start.
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.
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.
Understanding Auto-Import and Auto-Invite
Quilia's Auto-Import and Auto-Invite features streamline case management by automatically syncing new cases and inviting clients to log into the app. For optimal efficiency, it's best to activate both settings to ensure seamless onboarding without manual delays, but you can adjust Auto-Invite for more control if needed.
MyCase + Quilia: Integration Guide
Connect MyCase to Quilia for seamless integration: new cases instantly appear in Quilia, and client activity syncs back to MyCase every 15 minutes. Ensure you have admin access for both platforms, and follow the steps to connect for efficient case management without additional configurations.
Setting up Organization-Wide FAQs
Adding FAQs to your Quilia portal enhances client access to essential information about your firm. These FAQs will appear in the client app's help modal, providing quick self-service support and improving overall client experience while reducing repetitive inquiries.
Monitoring Clients and Driving Engagement
To enhance client engagement, onboard them to Quilia immediately after intake, ensuring they upload essential details like photos and journal notes. Monitor their activity through your case management system, and enable email digests for seamless updates and oversight of their progress.
Filevine + Quilia: Integration Guide
To integrate Filevine with Quilia, create a Personal Access Token and obtain your Org ID from Filevine, then paste both into Quilia under Settings → Features → Integrations. This setup allows instant synchronization of projects and client activities between the two platforms, with updates every 15 minutes.
How to Create and Send Automated Phase Messages in Quilia
Learn how to write client-friendly messages for each phase and set up automated notifications in Quilia.
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 Clients (Filevine)
Complete guide to adding clients to Quilia using Filevine.
Adding Your Team Members
Step-by-step guide to adding team members and assigning appropriate roles in your firm's portal.
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