Filevine and Quilia handle two separate steps: bringing the project into Quilia and inviting the client to use the app. Configure both before testing your first project.
Check the Filevine connection
- In Quilia, open Settings → Integrations.
- Confirm Filevine shows Connected.
- Select Manage and map each Filevine project type to a Quilia case type.
An unmapped Filevine project type prevents that project from importing.
Choose when clients are invited
Open Manage → Client Access and choose the primary invitation trigger:
- Invite on import: Send the first invitation as soon as the project enters Quilia.
- Invite on work activity: Wait until Quilia detects active work on the case.
- Invite at selected phases: Send an invitation when the Filevine project reaches one of the phases you choose. If the client was invited but never activated, a later selected phase may send another reminder.
Importing a project does not automatically invite its client unless your Client Access settings or the import itself say to do so.
Import an existing Filevine project
- Select Import Existing Case at the top of Quilia.
- Paste the Filevine project URL or enter its project ID.
- Review the client, case type, and staff assignments.
- Choose whether to invite the client now, then complete the import.
Invite from Filevine
Firms that want a manual Filevine-side action can add an Invite to Quilia button to the Filevine project layout. See Add the Invite to Quilia Button to Filevine.
Use that button for an existing project when you are ready to invite the client manually. The client must have a valid mobile number.
Troubleshooting
- The project cannot be found: Confirm the project URL or ID and make sure Filevine still shows Connected.
- The project will not import: Map its Filevine project type under Manage → Case Types.
- The client was not invited: Review Manage → Client Access, or send the invitation manually from Quilia or the Filevine button.
- The client was already invited: Reaching a later selected phase may send another reminder only when the client has not activated.