Connect CasePacer to Quilia to keep your case team in sync and automatically send client activity, notes, and documents directly back to the CasePacer case.
Requesting the connection
Because CasePacer provisions a dedicated API user for each firm, connecting starts with a request to CasePacer.
Contact CasePacer support or your representative and request the API connection details for Quilia. Once CasePacer provides those details, you can complete the setup in the Quilia portal.
Connecting CasePacer
- In Quilia, open Settings → Integrations.
- Find CasePacer under Case management and select Connect.
- Enter the connection details provided by CasePacer.
- Return to the integrations page and confirm CasePacer shows Connected.
Configure the integration
Select Manage next to CasePacer to review your integration settings. The CasePacer settings card requires two main configurations:
- Firm abbreviation: Enter your firm's CasePacer abbreviation to ensure cases link correctly.
- Staff Mappings: Map your CasePacer users to Quilia team members. This ensures the correct team members are automatically assigned to cases when they sync.
Linking a case
Quilia links to a CasePacer case using the case's unique email address.
When you use Import Existing Case at the top of Quilia or add a new case, paste the CasePacer case email. Quilia uses this email to identify the exact case in CasePacer and establish the connection.
What syncs
Once a case is linked, Quilia syncs information directly to CasePacer:
- Case team: Quilia keeps the assigned team members in sync based on your Staff Mappings.
- Notes: Client activity, messages, and CaseChat logs are sent to CasePacer as notes.
- Documents: Files and photos uploaded by the client are saved directly into the Records folder of the CasePacer case.