Connect Smokeball to Quilia to bring matters and contacts into Quilia and keep client activity connected to the case record.
Prerequisites
- Smokeball account with permission to authorize integrations
- Quilia account with admin access
Connecting to Quilia
- In Quilia, open Settings → Integrations.
- Find Smokeball under Case management and click Connect.
- Sign in to Smokeball and approve Quilia's access.
- Return to Quilia and confirm Smokeball shows Connected.
Configure the integration
Click Manage next to Smokeball, then map your matter 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 Smokeball matter and review the imported details.
- Confirm the matter uses the expected Quilia case type before rolling the integration out to the firm.
Workflow Tips
- Configure case type mappings before relying on automatic imports.
- Test one matter before enabling invitation rules broadly.
- Reconnect only when Quilia reports that the Smokeball sign-in has expired.
Support
If the connection fails, confirm you used a Smokeball account with authorization permission, then retry from Settings → Integrations. Do not send passwords or access tokens to support.