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Connecting Neos to Quilia

Updated Sep 26, 2026 · Published Jan 26, 2026•Initial Setup

Connect Neos to Quilia with your company ID, configure case mappings and client invitations, and test the integration with an existing case.

Law FirmsCMS IntegrationNeosIntegrationsGetting Started
Have your assistant do it. Ask ChatGPT or Claude instead of clicking through the steps.

Connect your assistant to Quilia once, then ask in plain words. It reads every article here and works in your firm's account, so it can build a form, look up a case or set up an automation for you to switch on.

Connect your assistant to Quilia

Connect Neos to Quilia to bring case and contact data into Quilia and keep client activity connected to the case record.

Prerequisites

  • Your firm's Neos company ID
  • Quilia account with admin access

Find your company ID

Ask your Neos administrator or Quilia onboarding contact for the company ID assigned to your firm's Neos account. Neos and Neostella are separate integrations; these instructions are for Neos.

Connection Steps

  1. In Quilia, open Settings → Integrations.
  2. Find Neos under Case management and click Connect.
  3. Enter your Neos company ID and save.
  4. Confirm Neos shows Connected.
Open Neos under Settings → Integrations to manage case types, client access, contact types, offices, and staff.

Data Mapping

Click Manage next to Neos to map Neos case types to Quilia case types, choose when clients receive access, and review the available settings and subscriptions.

Test the connection

Click Import Existing Case at the top of Quilia, find a Neos case, and confirm its case type and client details before relying on automatic imports.

Troubleshooting

  • Connection failed: Verify the company ID with your Neos administrator.
  • Case not importing: Confirm its Neos case type is mapped to a Quilia case type.
  • Still blocked: Contact Quilia support with the organization name and Neos company ID. Do not send passwords.
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