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Support for Law Firms

Portal setup, CMS integrations, and troubleshooting guides for legal professionals

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Showing 3 of 3 articles

CMS Integration

2
Firms
Filevine

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.

CMS Integration7/17/2025
Firms
Filevine

Adding Clients (Filevine)

Complete guide to adding clients to Quilia using Filevine.

CMS Integration7/16/2025

Portal Tutorials

1
Firms
All CMS

Adding Your Team Members

Step-by-step guide to adding team members and assigning appropriate roles in your firm's portal.

Portal Tutorials7/16/2025

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