Connecting MyCase to Quilia

Connect MyCase to Quilia to import cases and contacts, keep case stages in sync, and send Quilia client activity back to MyCase.

Prerequisites

• Quilia admin access
• A MyCase administrator account for the firm you want to connect

Connection Steps

1. In Quilia, open Settings → Integrations.
2. Find MyCase under Case management and click Connect.
3. Sign in to MyCase when prompted and complete the authorization.
4. Return to Quilia and confirm MyCase shows Connected.

MyCase also lists Quilia under Integrations & apps. If you begin there, select Go to Quilia, sign in, and finish the connection from Settings → Integrations.

Configure the integration

Click Manage next to MyCase, then:

• Map each MyCase practice area to a Quilia case type
• Choose when clients are invited and when access closes
• Review activity-sync and note settings
• Confirm the required subscriptions are active

Importing Existing Cases

1. Click Import Existing Case at the top of Quilia.
2. Paste the MyCase case URL or enter its case ID.
3. Review the case details and click Import.
4. Confirm the case has the expected Quilia case type and client.

Best Practices

• Map practice areas before relying on automatic imports.
• Test with one existing case before rolling the integration out to the firm.
• Read the complete MyCase integration setup guide for sync behavior and troubleshooting.